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Disclosery

FIRST TRUST ADVISORS LP: WSFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on WSFS, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 85,061 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,061 shares
    Change vs previous 13F -22,135 shares

    <0.01% of the 13F portfolio, value $6,526,730.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 107,196 shares
    Change vs previous 13F +16,286 shares

    0.01% of the 13F portfolio, value $7,017,050.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 90,910 shares
    Change vs previous 13F +2,915 shares

    <0.01% of the 13F portfolio, value $5,021,868.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 87,995 shares
    Change vs previous 13F -13,219 shares

    <0.01% of the 13F portfolio, value $4,745,570.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 101,214 shares
    Change vs previous 13F -5,501 shares

    <0.01% of the 13F portfolio, value $5,566,770.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 106,715 shares
    Change vs previous 13F -7,518 shares

    <0.01% of the 13F portfolio, value $5,535,307.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 114,233 shares
    Change vs previous 13F +18,017 shares

    0.01% of the 13F portfolio, value $6,069,199.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 96,216 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,906,053.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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