Wedge Capital Management’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 | $2.13M | Sell |
38,747
-942
| -2% | -$51.8K | 0.04% | 320 |
|
|
2025
Q1 | $2.06M | Sell |
39,689
-27,912
| -41% | -$1.45M | 0.04% | 317 |
|
|
2024
Q4 | $3.59M | Sell |
67,601
-506
| -0.7% | -$26.9K | 0.06% | 246 |
|
|
2024
Q3 | $3.47M | Sell |
68,107
-14,264
| -17% | -$727K | 0.06% | 256 |
|
|
2024
Q2 | $3.87M | Buy |
82,371
+18,636
| +29% | +$876K | 0.07% | 234 |
|
|
2024
Q1 | $2.88M | Sell |
63,735
-635
| -1% | -$28.7K | 0.05% | 290 |
|
|
2023
Q4 | $2.96M | Buy |
64,370
+36,424
| +130% | +$1.67M | 0.05% | 279 |
|
|
2023
Q3 | $1.02M | Sell |
27,946
-13,894
| -33% | -$507K | 0.02% | 348 |
|
|
2023
Q2 | $1.58M | Sell |
41,840
-2,970
| -7% | -$112K | 0.03% | 394 |
|
|
2023
Q1 | $1.69M | Sell |
44,810
-1,097
| -2% | -$41.3K | 0.03% | 292 |
|
|
2022
Q4 | $2.08M | Sell |
45,907
-2,196
| -5% | -$99.5K | 0.03% | 288 |
|
|
2022
Q3 | $2.24M | Sell |
48,103
-2,541
| -5% | -$118K | 0.04% | 293 |
|
|
2022
Q2 | $2.03M | Sell |
50,644
-3,729
| -7% | -$149K | 0.03% | 297 |
|
|
2022
Q1 | $2.54M | Sell |
54,373
-3,030
| -5% | -$141K | 0.03% | 289 |
|
|
2021
Q4 | $2.88M | Sell |
57,403
-5,202
| -8% | -$261K | 0.04% | 292 |
|
|
2021
Q3 | $3.21M | Sell |
62,605
-2,683
| -4% | -$138K | 0.04% | 291 |
|
|
2021
Q2 | $3.04M | Sell |
65,288
-10,841
| -14% | -$505K | 0.04% | 289 |
|
|
2021
Q1 | $3.79M | Sell |
76,129
-208,012
| -73% | -$10.4M | 0.05% | 284 |
|
|
2020
Q4 | $12.8M | Sell |
284,141
-43,375
| -13% | -$1.95M | 0.15% | 202 |
|
|
2020
Q3 | $8.83M | Buy |
327,516
+3,005
| +0.9% | +$81K | 0.12% | 206 |
|
|
2020
Q2 | $9.31M | Buy |
324,511
+23,009
| +8% | +$660K | 0.13% | 198 |
|
|
2020
Q1 | $7.51M | Buy |
301,502
+50,533
| +20% | +$1.26M | 0.13% | 201 |
|
|
2019
Q4 | $11M | Sell |
250,969
-607
| -0.2% | -$26.7K | 0.12% | 217 |
|
|
2019
Q3 | $11.1M | Sell |
251,576
-4,846
| -2% | -$214K | 0.13% | 210 |
|
|
2019
Q2 | $10.6M | Sell |
256,422
-4,988
| -2% | -$206K | 0.12% | 218 |
|
|
2019
Q1 | $10.1M | Sell |
261,410
-35,312
| -12% | -$1.36M | 0.12% | 221 |
|
|
2018
Q4 | $11.2M | Sell |
296,722
-58,162
| -16% | -$2.2M | 0.14% | 202 |
|
|
2018
Q3 | $16.7M | Sell |
354,884
-13,955
| -4% | -$658K | 0.16% | 178 |
|
|
2018
Q2 | $19.7M | Sell |
368,839
-28,737
| -7% | -$1.53M | 0.19% | 142 |
|
|
2018
Q1 | $19M | Sell |
397,576
-27,594
| -6% | -$1.32M | 0.18% | 145 |
|
|
2017
Q4 | $20.3M | Buy |
425,170
+15,820
| +4% | +$757K | 0.18% | 152 |
|
|
2017
Q3 | $20M | Sell |
409,350
-10,435
| -2% | -$509K | 0.19% | 159 |
|
|
2017
Q2 | $19M | Buy |
419,785
+9,630
| +2% | +$437K | 0.18% | 157 |
|
|
2017
Q1 | $18.8M | Sell |
410,155
-38,715
| -9% | -$1.78M | 0.18% | 150 |
|
|
2016
Q4 | $20.8M | Buy |
448,870
+6,355
| +1% | +$295K | 0.2% | 154 |
|
|
2016
Q3 | $16.1M | Sell |
442,515
-5,908
| -1% | -$216K | 0.16% | 172 |
|
|
2016
Q2 | $14.4M | Sell |
448,423
-11,236
| -2% | -$362K | 0.15% | 183 |
|
|
2016
Q1 | $14.9M | Sell |
459,659
-4,600
| -1% | -$150K | 0.16% | 183 |
|
|
2015
Q4 | $15M | Sell |
464,259
-4,320
| -0.9% | -$140K | 0.16% | 180 |
|
|
2015
Q3 | $13.5M | Sell |
468,579
-1,325
| -0.3% | -$38.2K | 0.14% | 201 |
|
|
2015
Q2 | $12.9M | Sell |
469,904
-10,900
| -2% | -$298K | 0.12% | 204 |
|
|
2015
Q1 | $12.1M | Sell |
480,804
-45,150
| -9% | -$1.14M | 0.12% | 205 |
|
|
2014
Q4 | $13.5M | Buy |
525,954
+96,870
| +23% | +$2.48M | 0.14% | 202 |
|
|
2014
Q3 | $10.2M | Buy |
429,084
+178,119
| +71% | +$4.25M | 0.11% | 226 |
|
|
2014
Q2 | $6.16M | Sell |
250,965
-2,610
| -1% | -$64.1K | 0.06% | 266 |
|
|
2014
Q1 | $6.04M | Sell |
253,575
-17,010
| -6% | -$405K | 0.06% | 265 |
|
|
2013
Q4 | $6.99M | Sell |
270,585
-44,550
| -14% | -$1.15M | 0.07% | 257 |
|
|
2013
Q3 | $6.33M | Sell |
315,135
-8,250
| -3% | -$166K | 0.07% | 256 |
|
|
2013
Q2 | $5.65M | Buy |
+323,385
| New | +$5.65M | 0.07% | 265 |
|