Ken Fisher's WSFS Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 227,911 shares of WSFS Financial Corporation (WSFS) worth $14.92 M, representing 0.01% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in WSFS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 50,000 shares. Largest reduction occurred in Q1 2025, reducing 37,239 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's WSFS Financial Corporation (WSFS) Holding Value Over Time
Track share changes against reported price movement
Quarterly WSFS Financial Corporation (WSFS) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -35 | Reduce 0.02% | 227,911 | $65.46 |
| Q4 2025 | +92 | Add 0.04% | 227,946 | $55.24 |
| Q3 2025 | -2,067 | Reduce 0.90% | 227,854 | $53.93 |
| Q2 2025 | +132 | Add 0.06% | 229,921 | $55.00 |
| Q1 2025 | -37,239 | Reduce 13.95% | 229,789 | $51.87 |
| Q4 2024 | +47,028 | Add 21.38% | 267,028 | $53.13 |
| Q3 2024 | +36,798 | Add 20.09% | 220,000 | $50.99 |
| Q2 2024 | +150 | Add 0.08% | 183,202 | $47.00 |
| Q1 2024 | +50,000 | Add 37.58% | 183,052 | $45.14 |
| Q3 2023 | +133,052 | New Buy | 133,052 | $36.50 |
Ken Fisher's WSFS Financial Corporation Investment FAQs
Ken Fisher first purchased WSFS Financial Corporation (WSFS) in Q3 2023, acquiring 133,052 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held WSFS Financial Corporation (WSFS) for 11 quarters since Q3 2023.
Ken Fisher's largest addition to WSFS Financial Corporation (WSFS) was in Q3 2023, adding 133,052 shares worth $4.86 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 227,911 shares of WSFS Financial Corporation (WSFS), valued at approximately $14.92 M.
As of the Q1 2026 filing, WSFS Financial Corporation (WSFS) represents approximately 0.01% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in WSFS Financial Corporation (WSFS) was 267,028 shares, as reported at the end of Q4 2024.