WSFS FINL CORP

Ticker: WSFS CUSIP: 929328102 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 29,748 Value ($000) $1,643 Avg Close $54.72 Range $49.92 - $58.86
Q3 2025
Shares 4,356 Value ($000) $235 Avg Close $56.46 Range $52.58 - $59.67
Q1 2025
Shares 4,264 Value ($000) $221 Avg Close $53.85 Range $49.65 - $59.43
Q3 2023
Shares 72 Value ($000) $3 Avg Close $39.89 Range $35.02 - $45.40
Q4 2019
Shares 4,612 Value ($000) $203 Avg Close $43.70 Range $41.68 - $45.93
Q3 2019
Shares 4,612 Value ($000) $203 Avg Close $42.07 Range $38.79 - $46.05
Q3 2018
Shares 4,313 Value ($000) $203 Avg Close $51.47 Range $45.72 - $57.70
Q2 2018
Shares 4,313 Value ($000) $230 Avg Close $51.86 Range $46.65 - $56.70
Q1 2018
Shares 4,313 Value ($000) $207 Avg Close $49.44 Range $45.71 - $53.00
Q2 2017
Shares 753 Value ($000) $34 Avg Close $45.71 Range $42.90 - $50.55
Q1 2017
Shares 901 Value ($000) $41 Avg Close $45.43 Range $43.25 - $48.20
Q4 2016
Shares 753 Value ($000) $35 Avg Close $40.21 Range $31.90 - $47.64
Q3 2016
Shares 753 Value ($000) $27 Avg Close $36.04 Range $31.47 - $39.31
Q2 2016
Shares 753 Value ($000) $24 Avg Close $34.01 Range $30.56 - $37.10
Q1 2016
Shares 753 Value ($000) $24 Avg Close $30.22 Range $26.40 - $33.71
Q4 2015
Shares 753 Value ($000) $24 Avg Close $31.94 Range $27.51 - $35.42
Q3 2015
Shares 753 Value ($000) $22 Avg Close $28.13 Range $26.26 - $29.44