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Alps Advisors Inc

SEC CIK
0001376113
Latest filing
Jul 29, 2026

WSFS holding history

WSFS Financial Corp in every 13F filed by Alps Advisors Inc, 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)
8,000
Value
$613.8K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2022
Holdings of WSFS by Alps Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,000$613.8K<0.1%+100+1.3%AddedHolders
Q1 20267,900$517.1K<0.1%+7,900NewHolders
Q3 20250$00.0%−7,035−100.0%Sold outHolders
Q2 20257,035$386.9K<0.1%+135+2.0%AddedHolders
Q1 20256,900$357.9K<0.1%+6,900NewHolders
Q3 20240$00.0%−7,893−100.0%Sold outHolders
Q2 20247,893$371.0K<0.1%−44−0.6%ReducedHolders
Q1 20247,937$358.3K<0.1%−549−6.5%ReducedHolders
Q4 20238,486$389.8K<0.1%−484−5.4%ReducedHolders
Q3 20238,970$327.4K<0.1%+8,970NewHolders
Q3 20220$00.0%−6,854−100.0%Sold outHolders
Q2 20226,854$275.0K<0.1%+6,854NewHolders