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ENVESTNET ASSET MANAGEMENT INC: WSFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on WSFS, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 109,365 WSFS shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 109,365 shares
    Change vs previous 13F -2,489 shares

    <0.01% of the 13F portfolio, value $8,391,600.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 111,854 shares
    Change vs previous 13F -2,955 shares

    <0.01% of the 13F portfolio, value $7,321,957.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    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 114,809 shares
    Change vs previous 13F -11,549 shares

    <0.01% of the 13F portfolio, value $6,342,027.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    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 126,358 shares
    Change vs previous 13F -4,242 shares

    <0.01% of the 13F portfolio, value $6,814,485.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    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 130,600 shares
    Change vs previous 13F -50,333 shares

    <0.01% of the 13F portfolio, value $7,183,002.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    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 180,933 shares
    Change vs previous 13F +1,971 shares

    <0.01% of the 13F portfolio, value $9,385,014.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    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 178,962 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,508,271.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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