Sippican Capital Advisors

SEC CIK: 0001557406
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

WSFS holding history

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

WSFS overview All 13F holders of WSFS Full Q2 2026 holdings

Shares (Q2 2026): 11,089
Value: $850.9K
% of portfolio: 0.5%
Quarters held: 4; Since Q3 2025

Holdings of WSFS by Sippican Capital Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,089	$850.9K	0.5%	00.0%	Unchanged	Holders
Q1 2026	11,089	$725.9K	0.5%	+451+4.2%	Added	Holders
Q4 2025	10,638	$587.6K	0.4%	+3,695+53.2%	Added	Holders
Q3 2025	6,943	$374.4K	0.2%	+6,943	New	Holders