Back to WSFS
Prosperity Advisers, LLC → WSFS
Prosperity Advisers, LLC WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
4
Latest value
$311K
Q3 2026
Peak value
$316K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $227K |
| Q1 2026 | $269K |
| Q2 2026 | $316K |
| Q3 2026 | $311K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $311K | 4.1K | — | — |
| Q2 2026 | $316K | 4.1K | — | — |
| Q1 2026 | $269K | 4.1K | — | — |
| Q4 2025 | $227K | 4.1K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M