WSFS β€” WSFS FINL CORP COM

Ownership history in Farther Finance Advisors, LLC  Β·  10 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported WSFS FINL CORP COM (WSFS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows WSFS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WSFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in WSFS FINL CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WSFS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held WSFS β€” position size vs. price
% of Fund (quarterly)    WSFS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,176 -2,100 -64.1% 0.00% $78K 2026-04-07 $66.75
2025 Q4 REDUCED 3,276 -446 -12.0% 0.00% $181K 2026-01-23 $57.59
2025 Q3 ADDED 3,722 +2,472 +197.8% 0.00% $201K 2025-10-14 $54.12
2025 Q2 ADDED 1,250 +1,076 +618.4% 0.00% $69K 2025-07-11 $57.71
2025 Q1 REDUCED 174 -398 -69.6% 0.00% $9K 2025-04-14 $45.81
2024 Q4 ADDED 572 +550 +2500.0% 0.00% $30K 2025-02-10 $56.12
2024 Q3 REDUCED 22 -114 -83.8% 0.00% $1K 2024-10-29 $49.00
2024 Q2 ADDED 136 +126 +1260.0% 0.00% $6K 2024-07-31 $55.36
2024 Q1 REDUCED 10 -20 -66.7% 0.00% $442 2024-05-14 $45.72
2023 Q4 INITIATED 30 β€” β€” 0.00% $1K 2024-02-15 $42.80

FAQ About Farther Finance Advisors, LLC and WSFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning WSFS?

Farther Finance Advisors, LLC reported WSFS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WSFS position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for WSFS was 0.00% in 2025 Q3.

What is the latest reported WSFS position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 1,176 shares, equal to 0.00% of portfolio, with an estimated market value of $78K.

What does the chart on this WSFS ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly WSFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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