SEI Investments’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
83,298
+16,668
| +25% | +$917K | 0.01% | 1305 |
|
|
2025
Q1 | $3.46M | Buy |
66,630
+10,271
| +18% | +$533K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $2.99M | Buy |
56,359
+20,784
| +58% | +$1.1M | ﹤0.01% | 1510 |
|
|
2024
Q3 | $1.81M | Sell |
35,575
-12,768
| -26% | -$651K | ﹤0.01% | 1725 |
|
|
2024
Q2 | $2.27M | Buy |
48,343
+12,298
| +34% | +$578K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $1.63M | Sell |
36,045
-3,868
| -10% | -$175K | ﹤0.01% | 1704 |
|
|
2023
Q4 | $1.83M | Sell |
39,913
-809
| -2% | -$37.2K | ﹤0.01% | 1647 |
|
|
2023
Q3 | $1.49M | Sell |
40,722
-1,156
| -3% | -$42.2K | ﹤0.01% | 1728 |
|
|
2023
Q2 | $1.58M | Sell |
41,878
-317
| -0.8% | -$12K | ﹤0.01% | 1721 |
|
|
2023
Q1 | $1.59M | Buy |
42,195
+6,380
| +18% | +$240K | ﹤0.01% | 1719 |
|
|
2022
Q4 | $1.62M | Sell |
35,815
-1,140
| -3% | -$51.7K | ﹤0.01% | 1578 |
|
|
2022
Q3 | $1.72M | Buy |
36,955
+4,238
| +13% | +$197K | ﹤0.01% | 1609 |
|
|
2022
Q2 | $1.32M | Buy |
32,717
+1,984
| +6% | +$79.9K | ﹤0.01% | 1722 |
|
|
2022
Q1 | $1.43M | Buy |
30,733
+2,426
| +9% | +$113K | ﹤0.01% | 1674 |
|
|
2021
Q4 | $1.42M | Sell |
28,307
-2,648
| -9% | -$133K | ﹤0.01% | 1714 |
|
|
2021
Q3 | $1.59M | Buy |
30,955
+108
| +0.4% | +$5.54K | ﹤0.01% | 1603 |
|
|
2021
Q2 | $1.44M | Sell |
30,847
-56,000
| -64% | -$2.61M | ﹤0.01% | 1645 |
|
|
2021
Q1 | $4.28M | Sell |
86,847
-163,004
| -65% | -$8.03M | 0.01% | 1100 |
|
|
2020
Q4 | $11.2M | Buy |
249,851
+134,094
| +116% | +$6.02M | 0.03% | 578 |
|
|
2020
Q3 | $3.12M | Buy |
115,757
+14,216
| +14% | +$383K | 0.01% | 1089 |
|
|
2020
Q2 | $2.91M | Buy |
101,541
+16,276
| +19% | +$467K | 0.01% | 1098 |
|
|
2020
Q1 | $2.13M | Sell |
85,265
-3,923
| -4% | -$97.8K | 0.01% | 1111 |
|
|
2019
Q4 | $3.92M | Buy |
89,188
+10,215
| +13% | +$449K | 0.01% | 1033 |
|
|
2019
Q3 | $3.48M | Sell |
78,973
-131
| -0.2% | -$5.78K | 0.01% | 1084 |
|
|
2019
Q2 | $3.27M | Buy |
79,104
+10,710
| +16% | +$442K | 0.01% | 1106 |
|
|
2019
Q1 | $2.64M | Buy |
68,394
+31,864
| +87% | +$1.23M | 0.01% | 1195 |
|
|
2018
Q4 | $1.72M | Hold |
36,530
| – | – | 0.01% | 1353 |
|
|
2018
Q3 | $1.72M | Sell |
36,530
-950
| -3% | -$44.8K | 0.01% | 1310 |
|
|
2018
Q2 | $2M | Sell |
37,480
-484
| -1% | -$25.8K | 0.01% | 1326 |
|
|
2018
Q1 | $1.82M | Sell |
37,964
-1,583
| -4% | -$75.8K | 0.01% | 1237 |
|
|
2017
Q4 | $1.89M | Sell |
39,547
-2,325
| -6% | -$111K | 0.01% | 1310 |
|
|
2017
Q3 | $2.04M | Sell |
41,872
-3,090
| -7% | -$151K | 0.01% | 1208 |
|
|
2017
Q2 | $2.04M | Buy |
44,962
+4,669
| +12% | +$212K | 0.01% | 1186 |
|
|
2017
Q1 | $1.85M | Buy |
40,293
+29,463
| +272% | +$1.35M | 0.01% | 1185 |
|
|
2016
Q4 | $502K | Buy |
10,830
+1,050
| +11% | +$48.7K | ﹤0.01% | 1574 |
|
|
2016
Q3 | $356K | Sell |
9,780
-7,102
| -42% | -$259K | ﹤0.01% | 1538 |
|
|
2016
Q2 | $544K | Sell |
16,882
-3,607
| -18% | -$116K | ﹤0.01% | 1331 |
|
|
2016
Q1 | $666K | Buy |
20,489
+16,443
| +406% | +$534K | ﹤0.01% | 1238 |
|
|
2015
Q4 | $131K | Buy |
+4,046
| New | +$131K | ﹤0.01% | 1649 |
|