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Rafferty Asset Management, LLC: WSFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on WSFS, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 32,841 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,841 shares
    Change vs previous 13F -10,136 shares

    0.01% of the 13F portfolio, value $2,519,890.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,977 shares
    Change vs previous 13F -4,979 shares

    0.01% of the 13F portfolio, value $2,813,274.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,956 shares
    Change vs previous 13F -14,689 shares

    0.01% of the 13F portfolio, value $2,649,089.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 62,645 shares
    Change vs previous 13F +7,395 shares

    0.01% of the 13F portfolio, value $3,378,445.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,250 shares
    Change vs previous 13F +11,930 shares

    0.01% of the 13F portfolio, value $3,038,750.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,320 shares
    Change vs previous 13F -8,361 shares

    0.01% of the 13F portfolio, value $2,247,008.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 51,681 shares
    Change vs previous 13F -3,098 shares

    0.01% of the 13F portfolio, value $2,745,812.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,779 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,793,181.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).