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Edgestream Partners, L.P.

SEC CIK
0001535061
Latest filing
Aug 11, 2026

WSFS holding history

WSFS Financial Corp in every 13F filed by Edgestream Partners, L.P., 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)
84,416
Value
$6.48M
% of portfolio
0.2%
Quarters held
7
Since Q3 2023
Holdings of WSFS by Edgestream Partners, L.P., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684,416$6.48M0.2%+84,416NewHolders
Q1 20260$00.0%−58,487−100.0%Sold outHolders
Q4 202558,487$3.23M0.1%−87,011−59.8%ReducedHolders
Q3 2025145,498$7.85M0.2%−15,121−9.4%ReducedHolders
Q2 2025160,619$8.83M0.2%+160,619NewHolders
Q4 20240$00.0%−44,914−100.0%Sold outHolders
Q3 202444,914$2.29M0.1%+44,914NewHolders
Q1 20240$00.0%−5,721−100.0%Sold outHolders
Q4 20235,721$262.8K<0.1%−11,566−66.9%ReducedHolders
Q3 202317,287$631.0K0.1%+17,287NewHolders