Back to WSFS
Verdence Capital Advisors LLC → WSFS
Verdence Capital Advisors LLC WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $752K |
| Q4 2025 | $773K |
| Q1 2026 | $916K |
| Q2 2026 | $1.1M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 38.2K | — | — |
| Q2 2026 | $1.1M | 14.0K | — | — |
| Q1 2026 | $916K | 14.0K | — | — |
| Q4 2025 | $773K | 14.0K | — | — |
| Q3 2025 | $752K | 14.0K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M