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Livermore
Livermore
ZHEN

Commonwealth Equity Services, LLC

SEC CIK
0000312272
Latest filing
Jul 29, 2026

WSFS holding history

WSFS Financial Corp in every 13F filed by Commonwealth Equity Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSFS overviewAll 13F holders of WSFSFull Q2 2026 holdings

Shares (Q2 2026)
58,891
Value
$4.52M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WSFS by Commonwealth Equity Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,891$4.52M<0.1%+41,077+230.6%AddedHolders
Q1 202617,814$1.17M<0.1%+17,814NewHolders
Q3 20250$00.0%−9,111−100.0%Sold outHolders
Q2 20259,111$501.0K<0.1%−3,470−27.6%ReducedHolders
Q1 202512,581$653.0K<0.1%−222−1.7%ReducedHolders
Q4 202412,803$680.0K<0.1%−537−4.0%ReducedHolders
Q3 202413,340$680.0K<0.1%−1,631−10.9%ReducedHolders
Q2 202414,971$704.0K<0.1%−6,041−28.8%ReducedHolders
Q1 202421,012$948.0K<0.1%−459−2.1%ReducedHolders
Q4 202321,471$986.0K<0.1%+5,240+32.3%AddedHolders
Q3 202316,231$592.0K<0.1%+42+0.3%AddedHolders
Q2 202316,189$611.0K<0.1%−745−4.4%ReducedHolders
Q1 202316,934$636.0K<0.1%+1,031+6.5%AddedHolders
Q4 202215,903$721.0K<0.1%−371−2.3%ReducedHolders
Q3 202216,274$756.0K<0.1%+29+0.2%AddedHolders
Q2 202216,245$651.0K<0.1%−169−1.0%ReducedHolders
Q1 202216,414$765.0K<0.1%+934+6.0%AddedHolders
Q4 202115,480$775.0K<0.1%−980−6.0%ReducedHolders
Q3 202116,460$844.0K<0.1%−1,850−10.1%ReducedHolders
Q2 202118,310$853.0K<0.1%+25+0.1%AddedHolders
Q1 202118,285$910.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.