Number of Shares
157,259.00
Current Holdings Value*
$8.11 Mil
% of Portfolio
2.68%
Total Estimate Gain
$-1.65 Mil
% of Total Estimate Gain
-7.35%

abrdn U.S. Small Cap Equity Fund's WSFS Financial Corp Holding Summary

As of 2025-04-30, abrdn U.S. Small Cap Equity Fund held 157,259.00 shares of WSFS Financial Corp(WSFS), totaling $8.11 Mil. This investment constitutes 2.68% of their stock portfolio, and abrdn U.S. Small Cap Equity Fund now holds 0.28% of the outstanding WSFS Financial Corp(WSFS) stock.

The initial trade took place in 2019Q4. And since then abrdn U.S. Small Cap Equity Fund has made 3 purchases of WSFS, at an average price of $42.80, for a total of 525,625.00 shares. In addition, there have been 6 sales at an average price of $31.75 for 368,366.00 shares. Based on historical transaction data and WSFS's current price of $58.17, abrdn U.S. Small Cap Equity Fund's estimated gain on his WSFS holdings is $-1.65 Mil, reflecting a -7.35% gain to date.

abrdn U.S. Small Cap Equity Fund WSFS ($58.17) Holding Chart

abrdn U.S. Small Cap Equity Fund WSFS ($58.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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