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
KEYS
Keysight Technologies, Inc.

Technology
45
+ 0.25%
$127.02 - $165.4 $5.72K - $7.44K
17.9K $2.93M
AEP
American Electric Power CO Inc

Utilities
2.49K
New
$98.59 - $109.11 $245K - $271K
2.49K $258K
HD
Home Depot, Inc.

Consumer Cyclical
670
+ 1.5%
$335.24 - $380.78 $225K - $255K
45.3K $16.6M
TRGP
Targa Resources Corp.

Energy
1.69K
+ 108.33%
$157.32 - $205.72 $266K - $348K
3.25K $565K
ETN
Eaton Corp PLC

Industrials
68
+ 2.55%
$246.52 - $356.99 $16.8K - $24.3K
2.74K $977K
IEMG
Ishares Inc

ETFs
4.61K
+ 9.0%
N/A
55.9K $3M
BMI
Badger Meter Inc

Technology
1.01K
New
$170.72 - $254.17 $172K - $256K
1.01K $246K
FRBA
First Bank (Nj) Common Stock

Financial Services
15.9K
New
$12.86 - $15.49 $204K - $246K
15.9K $245K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.2K
New
$19.1 - $23.83 $195K - $244K
10.2K $243K
VBK
Vanguard Small Cap Growth ETF

ETFs
875
New
$219.76 - $276.94 $192K - $242K
875 $242K
TFX
Teleflex Inc

Healthcare
2.04K
New
$117.53 - $141.38 $239K - $288K
2.04K $240K
ROP
Roper Technologies Inc

Industrials
423
New
$519.19 - $590.78 $220K - $250K
423 $239K
BX
Blackstone Inc.

Financial Services
770
+ 6.13%
$120.07 - $151.11 $92.5K - $116K
13.3K $1.99M
FV
First Trust Dorsey Wright Focu

ETFs
3.98K
New
$48.43 - $59.26 $193K - $236K
3.98K $235K
HCA
Hca Healthcare, Inc.

Healthcare
611
New
$317.61 - $387.52 $194K - $237K
611 $234K
IWD
Ishares Russell 1000 Val ETF

ETFs
775
+ 5.72%
$166.82 - $194.23 $129K - $151K
14.3K $2.78M
CMCSA
Comcast Corp

Communication Services
6.44K
New
$32.84 - $36.72 $212K - $237K
6.44K $229K
LSCC
Lattice Semiconductor Corp

Technology
4.58K
New
$37.84 - $56.0 $173K - $256K
4.58K $224K
VNQ
Vanguard Specialized Funds Van

ETFs
2.51K
New
$79.79 - $91.42 $200K - $229K
2.51K $223K
BC
Brunswick Corp

Consumer Cyclical
4.05K
New
$41.93 - $58.37 $170K - $236K
4.05K $223K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.37K
New
$85.42 - $94.39 $203K - $224K
2.37K $222K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.01K
+ 79.46%
$36.25 - $42.28 $182K - $212K
11.3K $478K
CCJ
Cameco Corp

Energy
2.93K
New
$36.68 - $74.46 $108K - $218K
2.93K $217K
WRB
Berkley W R Corp

Financial Services
2.64K
+ 27.77%
$64.28 - $75.17 $170K - $199K
12.2K $893K
KWR
Quaker Chemical Corp

Basic Materials
1.93K
New
$97.26 - $124.36 $188K - $240K
1.93K $216K
PTC
Ptc Inc.

Technology
1.25K
New
$136.74 - $173.24 $171K - $216K
1.25K $215K
RJF
Raymond James Financial Inc

Financial Services
1.38K
New
$123.65 - $153.88 $171K - $212K
1.38K $211K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.2K
New
$53.75 - $67.21 $172K - $215K
3.2K $211K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.55K
New
$121.58 - $136.74 $188K - $212K
1.55K $210K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.54K
New
$27.3 - $31.8 $178K - $208K
6.54K $207K
SXI
Standex International Corp

Industrials
1.33K
New
$130.91 - $162.93 $174K - $217K
1.33K $207K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.97K
New
$66.5 - $71.25 $197K - $211K
2.97K $206K
SU
Suncor Energy Inc

Energy
5.53K
New
$31.54 - $41.04 $174K - $227K
5.53K $206K
SCHX
Schwab Strategic Tr Us Large C

ETFs
453
+ 0.55%
$19.6 - $24.44 $8.88K - $11.1K
82.4K $2.01M
UFPI
Ufp Industries Inc

Basic Materials
2.04K
New
$94.93 - $109.1 $193K - $222K
2.04K $202K
DUK
Duke Energy Corp

Utilities
1.78K
+ 92.58%
$112.46 - $124.05 $201K - $221K
3.71K $437K
SMIN
Ishares Msci India Small Cap I

ETFs
1.53K
+ 16.73%
$64.64 - $77.18 $99.2K - $118K
10.7K $825K
CARR
Carrier Global Corp

Industrials
2.74K
New
$55.55 - $75.83 $152K - $208K
2.74K $200K
MA
Mastercard Inc

Financial Services
87
+ 0.8%
$479.92 - $590.74 $41.8K - $51.4K
10.9K $6.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.8K
+ 101.41%
$68.13 - $74.77 $191K - $209K
5.56K $405K
TJX
Tjx Companies Inc

Consumer Cyclical
250
+ 0.27%
$119.13 - $135.03 $29.8K - $33.8K
93.3K $11.5M
GPC
Genuine Parts CO

Consumer Cyclical
137
+ 0.17%
$105.54 - $129.09 $14.5K - $17.7K
79K $9.58M
SYK
Stryker Corp

Healthcare
275
+ 8.69%
$337.37 - $395.63 $92.8K - $109K
3.44K $1.36M
VLO
Valero Energy Corp

Energy
1.31K
+ 45.05%
$104.69 - $141.77 $137K - $186K
4.22K $567K
CAT
Caterpillar Inc

Industrials
249
+ 17.49%
$273.94 - $388.21 $68.2K - $96.7K
1.67K $649K
EFG
Msci Eafe Growth ETF

ETFs
1K
+ 18.18%
$89.8 - $112.0 $89.8K - $112K
6.5K $728K
BAC
Bank Of America Corp

Financial Services
1.87K
+ 11.68%
$34.39 - $47.46 $64.2K - $88.6K
17.8K $844K
AWK
American Water Works Company, Inc.

Utilities
1.34K
+ 53.55%
$133.82 - $151.96 $180K - $204K
3.85K $536K
CSL
Carlisle Companies Inc

Industrials
379
+ 58.76%
$317.1 - $408.5 $120K - $155K
1.02K $382K
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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