Wsfs Capital Management, LLC Purchases in Q1 2025

Wsfs Capital Management, LLC

  • $1.64 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGX
Quest Diagnostics Inc

Healthcare
1.99K
New
N/A
1.99K $272K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.36K
New
$50.48 - $51.04 $271K - $274K
5.36K $271K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.77K
+ 10.83%
$42.5 - $46.71 $203K - $223K
48.8K $2.21M
WMB
Williams Companies, Inc.

Energy
4.43K
New
$54.02 - $61.09 $239K - $270K
4.43K $264K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.56K
New
$157.11 - $206.52 $246K - $323K
1.56K $262K
IEFA
Ishares Tr

ETFs
929
+ 2.64%
$69.57 - $78.65 $64.6K - $73.1K
36.1K $2.73M
MTB
M&T Bank Corp

Financial Services
1.32K
New
$170.47 - $201.98 $225K - $266K
1.32K $235K
DUK
Duke Energy Corp

Utilities
1.93K
New
$105.87 - $121.97 $204K - $235K
1.93K $235K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.02K
+ 4.16%
$74.85 - $84.89 $76.6K - $86.9K
25.6K $2.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.21K
+ 13.04%
$57.44 - $59.4 $184K - $191K
27.8K $1.65M
CSL
Carlisle Companies Inc

Industrials
645
New
$326.43 - $408.24 $211K - $263K
645 $219K
MMM
3 M CO

Industrials
10
+ 0.08%
$129.7 - $155.12 $1.3K - $1.55K
11.9K $1.75M
COF
Capital One Financial Corp

Financial Services
1.18K
New
$163.87 - $209.82 $194K - $248K
1.18K $212K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.76K
New
$68.32 - $75.06 $189K - $207K
2.76K $206K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.15K
New
$24.66 - $26.1 $201K - $213K
8.15K $203K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
320
New
$634.14 - $744.83 $203K - $238K
320 $202K
TPR
Tapestry, Inc.

Consumer Cyclical
2.87K
New
$65.63 - $89.21 $188K - $256K
2.87K $201K
PPL
Ppl Corp

Utilities
5.55K
New
$31.68 - $36.11 $176K - $200K
5.55K $200K
GE
General Electric CO

Industrials
7
+ 0.12%
$168.59 - $212.13 $1.18K - $1.48K
5.83K $1.17M
TMUS
T Mobile Us, Inc.

Communication Services
464
+ 42.26%
$211.3 - $272.83 $98K - $127K
1.56K $416K
DGRO
Ishares Core Dividend Growth E

ETFs
2.52K
+ 7.61%
$60.46 - $64.42 $153K - $163K
35.7K $2.21M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.76K
+ 10.55%
$49.25 - $50.66 $185K - $190K
39.3K $1.95M
DE
Deere & CO

Industrials
261
+ 29.06%
$408.57 - $509.27 $107K - $133K
1.16K $543K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.2K
+ 4.07%
$53.6 - $58.97 $656K - $721K
313K $17.1M
EOG
Eog Resources Inc

Energy
785
+ 8.62%
$120.54 - $138.05 $94.6K - $108K
9.89K $1.27M
CBOE
Cboe Global Markets, Inc.

Financial Services
463
+ 39.64%
$190.84 - $226.29 $88.4K - $105K
1.63K $369K
CACI
Caci International Inc

Technology
313
+ 39.32%
N/A
1.11K $474K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.05K
+ 16.4%
$85.29 - $92.57 $89.6K - $97.2K
7.45K $678K
VTV
Vanguard Value ETF

ETFs
126
+ 0.49%
$167.73 - $179.21 $21.1K - $22.6K
25.9K $4.47M
AMD
Advanced Micro Devices Inc

Technology
1.99K
+ 38.35%
$96.63 - $129.55 $192K - $258K
7.17K $736K
MCO
Moodys Corp

Financial Services
242
+ 49.29%
$437.8 - $527.48 $106K - $128K
733 $341K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.32K
+ 3.43%
$30.35 - $33.16 $40.1K - $43.8K
39.8K $1.27M
TFC
Truist Financial Corp

Financial Services
14.3K
+ 6.25%
$39.48 - $48.15 $566K - $691K
244K $10M
PNC
Pnc Financial Services Group, Inc.

Financial Services
624
+ 28.45%
$168.84 - $202.89 $105K - $127K
2.82K $495K
SCHW
Schwab Charles Corp

Financial Services
576
+ 11.99%
$71.24 - $83.64 $41K - $48.2K
5.38K $421K
ADP
Automatic Data Processing Inc

Industrials
50
+ 1.36%
$286.85 - $318.64 $14.3K - $15.9K
3.72K $1.14M
TT
Trane Technologies PLC

Industrials
275
+ 28.12%
$332.0 - $400.86 $91.3K - $110K
1.25K $422K
NSC
Norfolk Southern Corp

Industrials
221
+ 8.02%
$227.69 - $259.76 $50.3K - $57.4K
2.98K $705K
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 1.05%
$89.14 - $117.41 $2.5K - $3.29K
2.7K $302K
CI
Cigna Corp

Healthcare
21
+ 2.4%
$274.49 - $329.0 $5.76K - $6.91K
895 $294K
WFC
Wells Fargo & Company

Financial Services
598
+ 15.52%
$66.78 - $81.42 $39.9K - $48.7K
4.45K $319K
IDV
Ishares Tr

ETFs
254
+ 2.42%
$27.0 - $31.7 $6.86K - $8.05K
10.7K $333K
RSP
Invesco S&P 500 Equal Weight E

ETFs
568
+ 2.07%
$169.43 - $182.84 $96.2K - $104K
28K $4.85M
BMY
Bristol Myers Squibb CO

Healthcare
64
+ 0.84%
$53.9 - $63.11 $3.45K - $4.04K
7.65K $466K
PRU
Prudential Financial Inc

Financial Services
686
+ 11.38%
$105.04 - $122.33 $72.1K - $83.9K
6.71K $749K
KMB
Kimberly Clark Corp

Consumer Defensive
57
+ 2.99%
$124.46 - $147.4 $7.09K - $8.4K
1.96K $279K
VLO
Valero Energy Corp

Energy
10
+ 0.34%
$121.76 - $142.99 $1.22K - $1.43K
2.91K $384K
AMP
Ameriprise Financial Inc

Financial Services
106
+ 20.31%
$472.29 - $575.13 $50.1K - $61K
628 $304K
NDSN
Nordson Corp

Industrials
170
+ 16.65%
$200.12 - $224.07 $34K - $38.1K
1.19K $240K
Activity Summary
Buys All Purchases 138 New Holdings 31 Increased Positions 107 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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