Wsfs Capital Management, LLC Reduced Holdings in Q2 2025

Wsfs Capital Management, LLC

  • $1.79 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
-79
- 0.31%
$77.13 - $84.18 $6.09K - $6.65K
25.3K $2.13M
IWN
Ishares Russell2000 Val ETF

ETFs
-72
- 0.86%
$131.84 - $157.76 $9.49K - $11.4K
8.33K $1.31M
AXP
American Express CO

Financial Services
-818
- 13.29%
$231.39 - $318.98 $189K - $261K
5.34K $1.7M
TPR
Tapestry, Inc.

Consumer Cyclical
-12
- 0.42%
$60.6 - $87.81 $727 - $1.05K
2.85K $250K
VPU
Vanguard Utilities ETF

ETFs
-783
- 2.33%
$158.36 - $178.82 $124K - $140K
32.8K $5.78M
ABNB
Airbnb, Inc.

Consumer Cyclical
-175
- 2.73%
$105.69 - $140.64 $18.5K - $24.6K
6.22K $823K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-161
- 7.67%
$144.94 - $210.94 $23.3K - $34K
1.94K $409K
STT
State Street Corp

Financial Services
-220
- 3.62%
$75.33 - $106.34 $16.6K - $23.4K
5.86K $622K
F
Ford Motor CO

Consumer Cyclical
-1.39K
- 1.05%
$8.69 - $10.85 $12.1K - $15K
131K $1.42M
NKE
Nike, Inc.

Consumer Cyclical
-1.78K
- 5.56%
$53.27 - $72.04 $94.7K - $128K
30.2K $2.14M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-23
- 1.69%
$328.01 - $475.68 $7.54K - $10.9K
1.34K $625K
VTI
Vanguard Total Stock Market Et

ETFs
-853
- 6.11%
$243.75 - $303.93 $208K - $259K
13.1K $3.98M
MCHP
Microchip Technology Inc

Technology
-739
- 7.23%
$35.34 - $71.6 $26.1K - $52.9K
9.49K $667K
CTVA
Corteva, Inc.

Basic Materials
-1.41K
- 5.02%
$55.52 - $74.53 $78.4K - $105K
26.7K $1.99M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3
- 0.04%
$272.36 - $339.57 $817 - $1.02K
8.12K $2.76M
IEFA
Ishares Tr

ETFs
-95
- 0.26%
$67.83 - $84.09 $6.44K - $7.99K
36K $3.01M
ITA
Ishares Tr

ETFs
-583
- 4.83%
$135.31 - $188.64 $78.9K - $110K
11.5K $2.16M
TSLA
Tesla, Inc.

Consumer Cyclical
-421
- 5.13%
$221.86 - $362.89 $93.4K - $153K
7.78K $2.47M
DIS
Walt Disney CO

Communication Services
-950
- 4.95%
$81.72 - $124.01 $77.6K - $118K
18.2K $2.26M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-150
- 0.43%
$70.56 - $92.75 $10.6K - $13.9K
35.1K $3.15M
PM
Philip Morris International Inc.

Consumer Defensive
-452
- 1.5%
$149.23 - $184.95 $67.5K - $83.6K
29.6K $5.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-106
- 0.13%
$73.7 - $90.98 $7.81K - $9.64K
84.7K $7.7M
VUG
Vanguard Growth ETF

ETFs
-90
- 0.74%
$329.49 - $438.4 $29.7K - $39.5K
12.1K $5.29M
QLD
Proshares Ultra Qqq

ETFs
-335
- 0.74%
$69.34 - $117.71 $23.2K - $39.4K
44.9K $5.29M
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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