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
IWP
Ishares Russell Mid Cap Growth

ETFs
843
+ 40.51%
$104.34 - $138.68 $88K - $117K
2.92K $405K
SHEL
Shell PLC

Energy
2.47K
+ 41.81%
$59.75 - $73.05 $147K - $180K
8.37K $589K
C
Citigroup Inc

Financial Services
396
+ 4.63%
$58.13 - $85.12 $23K - $33.7K
8.95K $762K
ADBE
Adobe Inc.

Technology
365
+ 11.09%
$340.0 - $420.68 $124K - $154K
3.66K $1.41M
COF
Capital One Financial Corp

Financial Services
510
+ 43.11%
$150.57 - $212.76 $76.8K - $109K
1.69K $360K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
370
+ 81.14%
$421.16 - $509.5 $156K - $189K
826 $367K
CL
Colgate Palmolive CO

Consumer Defensive
1.66K
+ 62.12%
$87.57 - $96.0 $145K - $159K
4.32K $392K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.17K
+ 15.16%
$22.54 - $23.17 $139K - $143K
46.9K $1.08M
ZTS
Zoetis Inc.

Healthcare
1.63K
+ 12.48%
$144.41 - $170.3 $235K - $277K
14.7K $2.29M
HSY
Hershey CO

Consumer Defensive
960
+ 20.25%
$151.29 - $173.13 $145K - $166K
5.7K $946K
GLW
Corning Inc

Technology
301
+ 1.8%
$39.07 - $52.59 $11.8K - $15.8K
17K $894K
XLC
Select Sector Spdr Tr Communic

ETFs
317
+ 4.11%
$86.13 - $108.53 $27.3K - $34.4K
8.03K $871K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
699
+ 4.02%
$71.28 - $83.74 $49.8K - $58.5K
18.1K $1.51M
PFE
Pfizer Inc

Healthcare
8.08K
+ 11.72%
$21.59 - $24.84 $174K - $201K
77K $1.87M
EFV
Msci Eafe Value ETF

ETFs
959
+ 12.34%
$52.4 - $64.65 $50.3K - $62K
8.73K $554K
LMT
Lockheed Martin Corp

Industrials
127
+ 6.35%
$430.82 - $486.45 $54.7K - $61.8K
2.13K $985K
ARES
Ares Management Corp

Financial Services
8
+ 0.26%
$118.04 - $175.83 $944 - $1.41K
3.12K $540K
CSIQ
Canadian Solar Inc.

Technology
2.75K
+ 12.56%
$6.76 - $11.37 $18.6K - $31.3K
24.7K $272K
SCHW
Schwab Charles Corp

Financial Services
107
+ 1.99%
$69.06 - $91.24 $7.39K - $9.76K
5.49K $500K
WM
Waste Management Inc

Industrials
355
+ 35.18%
$216.47 - $242.1 $76.8K - $85.9K
1.36K $312K
WFC
Wells Fargo & Company

Financial Services
511
+ 11.48%
$60.98 - $80.12 $31.2K - $40.9K
4.96K $397K
IDV
Ishares Tr

ETFs
1.2K
+ 11.14%
$27.79 - $34.84 $33.3K - $41.7K
11.9K $411K
MS
Morgan Stanley

Financial Services
211
+ 10.46%
$99.83 - $140.86 $21.1K - $29.7K
2.23K $313K
SWKS
Skyworks Solutions, Inc.

Technology
577
+ 16.9%
$49.2 - $74.95 $28.4K - $43.2K
3.99K $297K
PPG
Ppg Industries Inc

Basic Materials
364
+ 5.31%
$91.66 - $115.04 $33.4K - $41.9K
7.21K $820K
CSGP
Costar Group, Inc.

Real Estate
795
+ 15.5%
$72.62 - $83.22 $57.7K - $66.2K
5.92K $476K
ITW
Illinois Tool Works Inc

Industrials
280
+ 19.58%
$218.41 - $252.43 $61.2K - $70.7K
1.71K $422K
IWS
Ishares Russell Midcap Value E

ETFs
338
+ 13.34%
$110.58 - $132.14 $37.4K - $44.7K
2.87K $379K
IVE
Ishares S&P 500 Value ETF

ETFs
35
+ 0.32%
$168.34 - $195.42 $5.89K - $6.84K
11K $2.15M
SO
Southern CO

Utilities
669
+ 7.01%
$84.91 - $92.56 $56.8K - $61.9K
10.2K $937K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
1.55K
+ 12.42%
$16.45 - $20.92 $25.5K - $32.5K
14.1K $293K
ETR
Entergy Corp

Utilities
779
+ 20.99%
$79.01 - $86.61 $61.5K - $67.5K
4.49K $373K
FIW
First Trust Water ETF

ETFs
170
+ 3.61%
$90.26 - $108.05 $15.3K - $18.4K
4.88K $526K
TXN
Texas Instruments Inc

Technology
256
+ 2.66%
N/A
9.87K $1.92M
SSNC
Ss&C Technologies Holdings Inc

Technology
1.76K
+ 1.34%
$71.96 - $83.42 $126K - $146K
133K $11M
CZFS
Citizens Financial Services Inc

Financial Services
783
+ 14.18%
$53.5 - $63.28 $41.9K - $49.5K
6.31K $370K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
352
+ 0.92%
$77.74 - $78.78 $27.4K - $27.7K
38.7K $3.04M
KMB
Kimberly Clark Corp

Consumer Defensive
526
+ 26.81%
$126.84 - $145.22 $66.7K - $76.4K
2.49K $320K
SCCO
Southern Copper Corp

Basic Materials
35
+ 0.75%
$75.63 - $104.64 $2.65K - $3.66K
4.73K $478K
ADP
Automatic Data Processing Inc

Industrials
95
+ 2.55%
$276.76 - $326.81 $26.3K - $31K
3.81K $1.18M
NDSN
Nordson Corp

Industrials
119
+ 9.99%
$167.51 - $223.5 $19.9K - $26.6K
1.31K $280K
DTE
Dte Energy CO

Utilities
366
+ 18.07%
$127.39 - $139.49 $46.6K - $51.1K
2.39K $316K
PAYC
Paycom Software, Inc.

Technology
35
+ 1.57%
$193.07 - $265.71 $6.76K - $9.3K
2.27K $525K
IBN
Icici Bank LTD

Financial Services
429
+ 4.27%
$30.16 - $34.39 $12.9K - $14.8K
10.5K $352K
KMI
Kinder Morgan, Inc.

Energy
811
+ 6.71%
$25.21 - $29.4 $20.4K - $23.8K
12.9K $379K
SCHG
Schwab Strategic Tr Us Large C

ETFs
74
+ 0.92%
$22.27 - $29.21 $1.65K - $2.16K
8.08K $235K
XLU
Utilities Sector Spdr

ETFs
272
+ 6.07%
$73.09 - $82.77 $19.9K - $22.5K
4.75K $387K
PFFA
Etfis Ser Tr I

ETFs
1.94K
+ 12.81%
$19.49 - $21.31 $37.8K - $41.3K
17.1K $355K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.32%
$422.19 - $533.73 $844 - $1.07K
630 $336K
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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