WSFS — WSFS FINL CORP

Ownership history in Diversified Trust Co  ·  15 quarters on record

This page tracks every 13F SEC filing in which Diversified Trust Co reported a position in WSFS FINL CORP (WSFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q4)
Avg. % of fund
0.01%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 13,520 — 0% 0.01% $729K $53.62
2025 Q2 ADDED 13,520 +750 +5.9% 0.02% $744K $54.51
2025 Q1 REDUCED 12,770 -38 -0.3% 0.02% $662K $51.25
2024 Q4 ADDED 12,808 +1 +0.0% 0.02% $680K $52.36
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WSFS price (monthly, adj. close)

Other funds also holding WSFS

As of 2025 Q4 — sorted by position size

PALISADE CAPITAL MANAGEMENT, LP 3Y 7Y 1.04% COOKE & BIELER LP 3Y 7Y 0.61% Numerai GP LLC 3Y 0.58% CORBYN INVESTMENT MANAGEMENT INC/MD 3Y 7Y 0.53% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.46% SummerHaven Investment Management, LLC 3Y 0.46% SALZHAUER MICHAEL 3Y 7Y 0.44% Sippican Capital Advisors 3Y 7Y 0.38% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 0.29% DENALI ADVISORS LLC 3Y 7Y 0.27%
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