Wsfs Capital Management, LLC New Holdings in Q1 2025

Wsfs Capital Management, LLC

  • $1.64 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
19.1K
New
$82.81 - $92.93 $1.58M - $1.77M
19.1K $1.62M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
40.7K
New
$22.25 - $23.0 $906K - $937K
40.7K $936K
AON
Aon PLC

Financial Services
2.06K
New
$348.44 - $409.32 $716K - $842K
2.06K $820K
XLC
Select Sector Spdr Tr Communic

ETFs
7.71K
New
$94.84 - $105.31 $731K - $812K
7.71K $743K
WMT
Walmart Inc.

Consumer Defensive
5.96K
New
$84.5 - $105.05 $504K - $626K
5.96K $523K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
11.5K
New
$41.61 - $44.72 $478K - $514K
11.5K $497K
ARES
Ares Management Corp

Financial Services
3.11K
New
$140.19 - $198.28 $437K - $617K
3.11K $456K
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.34K
New
$58.81 - $68.2 $373K - $432K
6.34K $378K
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.76K
New
$48.34 - $49.66 $327K - $336K
6.76K $329K
ETR
Entergy Corp

Utilities
3.71K
New
$75.26 - $87.89 $279K - $326K
3.71K $317K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.35K
New
$91.45 - $91.75 $306K - $307K
3.35K $307K
PANW
Palo Alto Networks Inc

Technology
1.62K
New
$167.82 - $208.28 $272K - $338K
1.62K $276K
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
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
DUK
Duke Energy Corp

Utilities
1.93K
New
$105.87 - $121.97 $204K - $235K
1.93K $235K
MTB
M&T Bank Corp

Financial Services
1.32K
New
$170.47 - $201.98 $225K - $266K
1.32K $235K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
456
New
$402.49 - $513.76 $184K - $234K
456 $221K
CSL
Carlisle Companies Inc

Industrials
645
New
$326.43 - $408.24 $211K - $263K
645 $219K
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
AMPG
Ampli Tech Group, Inc.

Technology
10.8K
New
$1.46 - $4.95 $15.7K - $53.3K
10.8K $16K
Fidelity Wise Origin Bitcoin
19.7K
New
N/A
19.7K $0
Vanguard Mun Bd Fds
3K
New
N/A
3K $0
Bitwise Bitcoin ETF Tr
6.12K
New
N/A
6.12K $0
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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