YOUSIF CAPITAL MANAGEMENT, LLC: WSFS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YOUSIF CAPITAL MANAGEMENT, LLC on WSFS, newest first. How the timeline and the estimate are built.
YOUSIF CAPITAL MANAGEMENT, LLC held 14,042 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 14,042 sharesChange vs previous 13F -370 shares
0.01% of the 13F portfolio, value $1,077,443.
13F-HR 0001858789-26-000004 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,412 sharesChange vs previous 13F -410 shares
0.01% of the 13F portfolio, value $943,410.
13F-HR 0001858789-26-000003 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,822 sharesChange vs previous 13F -2,486 shares
0.01% of the 13F portfolio, value $834,034.
13F-HR 0001858789-26-000001 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,308 sharesChange vs previous 13F -3,886 shares
0.01% of the 13F portfolio, value $933,420.
13F-HR 0001858789-25-000008 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,194 sharesChange vs previous 13F -467 shares
0.01% of the 13F portfolio, value $1,165,670.
13F-HR 0001858789-25-000006 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,661 sharesChange vs previous 13F -682 shares
0.01% of the 13F portfolio, value $1,123,556.
13F-HR 0001858789-25-000003 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,343 sharesChange vs previous 13F -580 shares
0.01% of the 13F portfolio, value $1,187,084.
13F-HR 0001858789-25-000001 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,923 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,168,844.
13F-HR 0001858789-24-000009 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).