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
VBR
Vanguard Small Cap Value ETF

ETFs
63
+ 2.89%
$162.76 - $195.77 $10.3K - $12.3K
2.25K $437K
KEY
Keycorp

Financial Services
608
+ 4.77%
$13.23 - $17.42 $8.04K - $10.6K
13.4K $232K
DFAS
Dimensional ETF Tr U S Small C

ETFs
53
+ 0.84%
$52.31 - $63.72 $2.77K - $3.38K
6.39K $407K
SHW
Sherwin Williams CO

Basic Materials
161
+ 3.39%
$313.51 - $363.51 $50.5K - $58.5K
4.91K $1.69M
MSCI
Msci Inc.

Financial Services
17
+ 1.13%
$506.56 - $576.74 $8.61K - $9.8K
1.52K $878K
ALL
Allstate Corp

Financial Services
246
+ 6.15%
$180.53 - $212.64 $44.4K - $52.3K
4.25K $854K
CI
Cigna Corp

Healthcare
67
+ 7.49%
$301.89 - $340.04 $20.2K - $22.8K
962 $318K
WMB
Williams Companies, Inc.

Energy
151
+ 3.41%
$54.33 - $62.87 $8.2K - $9.49K
4.58K $287K
UL
Unilever PLC

Consumer Defensive
225
+ 3.94%
$57.9 - $65.43 $13K - $14.7K
5.94K $363K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
896
+ 2.28%
$48.13 - $49.85 $43.1K - $44.7K
40.2K $1.97M
GILD
Gilead Sciences, Inc.

Healthcare
178
+ 6.59%
$96.91 - $113.0 $17.2K - $20.1K
2.88K $319K
CAC
Camden National Corp

Financial Services
386
+ 6.68%
$36.35 - $41.49 $14K - $16K
6.16K $250K
DHR
Danaher Corp

Healthcare
2.88K
+ 3.84%
$174.64 - $205.16 $503K - $591K
77.8K $15.4M
CTSH
Cognizant Technology Solutions Corp

Technology
80
+ 2.77%
$66.47 - $81.81 $5.32K - $6.54K
2.97K $231K
JEPI
J P Morgan Exchange Traded Fd

ETFs
241
+ 1.42%
$51.14 - $57.0 $12.3K - $13.7K
17.2K $977K
MET
Metlife Inc

Financial Services
98
+ 3.84%
$68.42 - $82.49 $6.71K - $8.08K
2.65K $213K
ED
Consolidated Edison Inc

Utilities
301
+ 14.16%
$98.05 - $113.3 $29.5K - $34.1K
2.43K $243K
CACI
Caci International Inc

Technology
7
+ 0.63%
N/A
1.12K $477K
Labcorp Holdings Inc
12
+ 0.58%
N/A
2.07K $0
Ge Vernova Inc
148
+ 10.15%
N/A
1.61K $0
Vanguard Mun Bd Fds
7.68K
+ 255.9%
N/A
10.7K $0
Jacobs Solutions Inc
5.95K
+ 9.77%
N/A
66.8K $0
Amentum Holdings Inc
10.4K
+ 16.6%
N/A
72.7K $0
Blackrock Inc
701
+ 6.51%
N/A
11.5K $0
Bitwise Bitcoin ETF Tr
1.69K
+ 27.58%
N/A
7.81K $0
T1 Energy Inc
10K
New
N/A
10K $0
TRFK
Pacer Fds Tr
3.67K
New
N/A
3.67K $0
Vanguard Wellington Fd
3.48K
New
N/A
3.48K $0
NVO
Novo Nordisk A S

Healthcare
12
+ 0.33%
$58.08 - $81.05 $697 - $973
3.63K $250K
Linde PLC
221
+ 33.08%
N/A
889 $0
GRMN
Garmin LTD

Technology
41
+ 2.65%
$173.63 - $218.07 $7.12K - $8.94K
1.59K $331K
CNOB
Connect One Bancorp, Inc.

Financial Services
16
+ 0.18%
$20.95 - $24.78 $335 - $396
9.13K $211K
IT
Gartner Inc

Technology
2
+ 0.26%
$377.5 - $449.52 $755 - $899
782 $316K
KO
Coca Cola CO

Consumer Defensive
774
+ 1.02%
$68.37 - $73.9 $52.9K - $57.2K
76.3K $5.4M
MMSI
Merit Medical Systems Inc

Healthcare
149
+ 7.18%
$88.48 - $107.04 $13.2K - $15.9K
2.23K $207K
APD
Air Products & Chemicals, Inc.

Basic Materials
105
+ 3.26%
$248.61 - $294.96 $26.1K - $31K
3.32K $936K
PRU
Prudential Financial Inc

Financial Services
146
+ 2.17%
$95.12 - $112.71 $13.9K - $16.5K
6.86K $736K
PAYX
Paychex Inc

Industrials
15
+ 0.75%
$137.01 - $159.78 $2.06K - $2.4K
2.02K $293K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
20
+ 0.25%
$22.73 - $29.21 $455 - $584
8.02K $215K
MKC
Mccormick & CO Inc

Consumer Defensive
275
+ 3.94%
$71.11 - $82.25 $19.6K - $22.6K
7.25K $549K
TMUS
T Mobile Us, Inc.

Communication Services
38
+ 2.43%
$220.99 - $268.54 $8.4K - $10.2K
1.6K $381K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.89K
+ 4.06%
$24.32 - $27.87 $94.5K - $108K
99.5K $2.64M
CB
Chubb LTD

Financial Services
33
+ 0.83%
$274.32 - $302.46 $9.05K - $9.98K
3.99K $1.16M
OMC
Omnicom Group Inc.

Communication Services
11
+ 0.22%
$69.22 - $79.77 $761 - $877
5.01K $360K
LOW
Lowes Companies Inc

Consumer Cyclical
552
+ 3.48%
$210.83 - $235.28 $116K - $130K
16.4K $3.64M
CLX
Clorox CO

Consumer Defensive
114
+ 4.21%
$118.01 - $148.69 $13.5K - $17K
2.82K $338K
WY
Weyerhaeuser CO

Real Estate
56
+ 0.28%
$24.69 - $29.48 $1.38K - $1.65K
20.1K $515K
DOW
Dow Inc.

Basic Materials
2.03K
+ 8.93%
$25.81 - $34.89 $52.3K - $70.7K
24.7K $654K
SLB
Schlumberger Limited

Energy
1.17K
+ 4.5%
$31.95 - $42.2 $37.3K - $49.2K
27.1K $916K
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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