Wsfs Capital Management, LLC Purchases in Q2 2025

Wsfs Capital Management, LLC

  • $1.79 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.98K
+ 1.14%
$354.56 - $497.45 $703K - $986K
176K $87.6M
IVV
Ishares Core S&P 500 ETF

ETFs
9.02K
+ 5.8%
$498.8 - $620.9 $4.5M - $5.6M
165K $102M
IWY
Ishares Tr Russell 200 Growth

ETFs
17.3K
+ 7.96%
$187.5 - $246.51 $3.24M - $4.26M
235K $57.8M
ORCL
Oracle Corp

Technology
1.02K
+ 0.85%
$122.82 - $218.63 $125K - $222K
121K $26.4M
VEA
Vanguard Ftse Developed Market

ETFs
86.7K
+ 12.31%
$45.65 - $57.01 $3.96M - $4.95M
792K $45.1M
JPM
Jpmorgan Chase & CO

Financial Services
3.12K
+ 2.39%
$210.28 - $289.91 $657K - $905K
134K $38.8M
MUSA
Murphy Usa Inc.

Consumer Cyclical
14.4K
New
$388.56 - $520.27 $5.61M - $7.51M
14.4K $5.88M
VOT
Vanguard Mid Cap Growth Index

ETFs
6.31K
+ 6.65%
$216.28 - $284.39 $1.36M - $1.79M
101K $28.8M
AVGO
Broadcom Inc.

Technology
10.6K
+ 61.64%
$146.29 - $275.65 $1.55M - $2.93M
27.8K $7.67M
GOOGL
Alphabet Inc.

Communication Services
3.8K
+ 2.07%
$144.7 - $178.6 $550K - $679K
188K $33.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
57.2K
+ 4.88%
$72.02 - $73.82 $4.12M - $4.23M
1.23M $90.7M
JCI
Johnson Controls International PLC

Industrials
2.1K
+ 1.31%
$71.14 - $105.62 $150K - $222K
163K $17.2M
AMZN
Amazon Com Inc

Consumer Cyclical
3.58K
+ 2.96%
$167.32 - $223.3 $600K - $800K
125K $27.4M
NVDA
Nvidia Corp

Technology
12.3K
+ 30.15%
$94.31 - $157.99 $1.16M - $1.94M
52.9K $8.36M
CSCO
Cisco Systems, Inc.

Technology
12.1K
+ 3.13%
$53.19 - $69.38 $643K - $838K
398K $27.6M
KLAC
Kla Corp

Technology
334
+ 2.52%
$576.53 - $902.94 $193K - $302K
13.6K $12.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.4K
+ 3.85%
$152.42 - $182.82 $976K - $1.17M
173K $31.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.9K
+ 56.77%
$152.93 - $181.74 $2.43M - $2.89M
43.9K $7.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.79K
+ 33.33%
$416.06 - $551.64 $1.58M - $2.09M
15.2K $8.37M
IWX
Ishares Tr Russell 200 Value E

ETFs
31.2K
+ 16.4%
$73.26 - $84.19 $2.29M - $2.63M
222K $18.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
15.7K
+ 21.69%
$141.87 - $164.49 $2.23M - $2.59M
88.2K $14.5M
NTR
Nutrien Ltd.

Basic Materials
33.2K
+ 36.61%
$46.88 - $62.89 $1.56M - $2.09M
124K $7.22M
RTX
Raytheon Technologies Corp

Industrials
3.99K
+ 2.86%
$113.75 - $148.48 $454K - $592K
144K $21M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12.8K
+ 11.12%
$57.14 - $72.68 $731K - $929K
128K $9.28M
ADI
Analog Devices Inc

Technology
2.09K
+ 5.56%
$164.6 - $238.02 $344K - $497K
39.7K $9.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
831
+ 3.73%
$496.48 - $617.85 $413K - $513K
23.1K $14.3M
RPRX
Royalty Pharma PLC

Healthcare
10.4K
+ 3.57%
$30.85 - $36.14 $319K - $374K
300K $10.8M
GOOG
Alphabet Inc.

Communication Services
2.26K
+ 3.53%
$146.58 - $180.01 $332K - $407K
66.5K $11.8M
IDXX
Idexx Laboratories Inc

Healthcare
1.05K
+ 10.3%
$361.04 - $536.34 $379K - $564K
11.3K $6.03M
IWF
Ishares Russell 1000 Gr ETF

ETFs
426
+ 1.93%
$320.42 - $424.58 $136K - $181K
22.5K $9.54M
IAU
Ishares Gold Trust

ETFs
23.1K
+ 79.89%
$56.1 - $64.74 $1.29M - $1.49M
51.9K $3.24M
IWR
Ishares Russell Mid Cap ETF

ETFs
14.5K
+ 76.14%
$74.88 - $91.97 $1.09M - $1.34M
33.6K $3.09M
GLD
Spdr Gold Trust

ETFs
4.15K
+ 69.92%
$273.71 - $316.29 $1.14M - $1.31M
10.1K $3.08M
VGIT
Vanguard Intermediate Term Tre

ETFs
17.6K
+ 63.06%
$58.63 - $59.9 $1.03M - $1.05M
45.4K $2.72M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.1K
+ 5.88%
$114.78 - $133.31 $585K - $679K
91.8K $12.2M
NOW
Service Now, Inc.

Technology
572
+ 29.99%
$721.65 - $1040.18 $413K - $595K
2.48K $2.55M
EEM
Ishares Msci Emerging Markets

ETFs
9.81K
+ 8.38%
$38.52 - $48.28 $378K - $474K
127K $6.12M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.2K
+ 4.05%
$50.36 - $50.68 $965K - $971K
492K $24.9M
D
Dominion Energy, Inc

Utilities
16.7K
+ 19.02%
$49.66 - $58.0 $831K - $970K
105K $5.92M
NFLX
Netflix Inc

Communication Services
150
+ 8.16%
$855.86 - $1339.13 $128K - $201K
1.99K $2.66M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
21.6K
+ 187.85%
$38.18 - $45.52 $824K - $982K
33.1K $1.45M
GS
Goldman Sachs Group Inc

Financial Services
91
+ 1.69%
$462.22 - $707.75 $42.1K - $64.4K
5.49K $3.88M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.13K
+ 31.72%
$72.96 - $90.39 $593K - $735K
33.8K $3.02M
IVW
Ishares S&P 500 Growth ETF

ETFs
301
+ 0.59%
$82.96 - $110.1 $25K - $33.1K
51.6K $5.68M
AMAT
Applied Materials Inc

Technology
1.09K
+ 6.22%
$126.95 - $183.52 $138K - $200K
18.6K $3.41M
CME
Cme Group Inc.

Financial Services
1.27K
+ 2.66%
$252.37 - $290.71 $320K - $368K
48.9K $13.5M
TFC
Truist Financial Corp

Financial Services
8.65K
+ 3.55%
$34.79 - $42.99 $301K - $372K
252K $10.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.6K
+ 23.78%
$39.89 - $49.46 $463K - $574K
60.4K $2.99M
BKNG
Booking Holdings Inc.

Consumer Cyclical
59
+ 16.08%
$4164.15 - $5789.24 $246K - $342K
426 $2.47M
Activity Summary
Buys All Purchases 262 New Holdings 44 Increased Positions 218 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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