Wsfs Capital Management, LLC Incresed Positions in Q3 2025

Wsfs Capital Management, LLC

  • $1.97 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.99K
+ 4.86%
$620.67 - $670.08 $4.96M - $5.36M
173K $116M
IWY
Ishares Tr Russell 200 Growth

ETFs
23.9K
+ 10.2%
$243.93 - $275.62 $5.83M - $6.59M
258K $70.7M
GOOGL
Alphabet Inc.

Communication Services
1.3K
+ 0.69%
$174.36 - $254.72 $227K - $332K
189K $45.9M
VEA
Vanguard Ftse Developed Market

ETFs
64.4K
+ 8.14%
$56.02 - $60.3 $3.61M - $3.88M
856K $51.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.87K
+ 38.71%
$546.99 - $602.2 $3.21M - $3.54M
21K $12.6M
JPM
Jpmorgan Chase & CO

Financial Services
1.61K
+ 1.2%
$282.78 - $316.06 $454K - $508K
136K $42.8M
NVDA
Nvidia Corp

Technology
12.7K
+ 23.99%
$153.3 - $186.58 $1.95M - $2.37M
65.6K $12.2M
AVGO
Broadcom Inc.

Technology
6.98K
+ 25.08%
$264.74 - $369.57 $1.85M - $2.58M
34.8K $11.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
37.1K
+ 29.03%
$72.04 - $77.35 $2.67M - $2.87M
165K $12.6M
BDX
Becton Dickinson & CO

Healthcare
14.6K
+ 43.01%
$172.41 - $199.66 $2.52M - $2.92M
48.6K $9.11M
RTX
Raytheon Technologies Corp

Industrials
107
+ 0.07%
$144.19 - $167.33 $15.4K - $17.9K
144K $24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.29K
+ 19.09%
$420.11 - $472.68 $1.8M - $2.03M
26.8K $12.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.7K
+ 2.17%
$72.57 - $74.72 $1.94M - $2M
1.26M $93.6M
TJX
Tjx Companies Inc

Consumer Cyclical
1.23K
+ 1.32%
$121.35 - $144.54 $149K - $178K
94.5K $13.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.79K
+ 7.7%
$164.63 - $174.58 $1.12M - $1.19M
95K $16.6M
HD
Home Depot, Inc.

Consumer Cyclical
750
+ 1.66%
$357.4 - $423.42 $268K - $318K
46K $18.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.35K
+ 65.31%
$192.76 - $203.86 $1.8M - $1.91M
23.7K $4.82M
EEM
Ishares Msci Emerging Markets

ETFs
24.1K
+ 19.02%
$48.07 - $53.4 $1.16M - $1.29M
151K $8.06M
UNH
Unitedhealth Group Inc

Healthcare
2.21K
+ 7.68%
$237.77 - $353.61 $526K - $782K
31K $10.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
16.9K
+ 49.95%
$87.29 - $93.61 $1.47M - $1.58M
50.6K $4.73M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.5K
+ 2.47%
$282.75 - $294.19 $708K - $736K
104K $30.4M
GPC
Genuine Parts CO

Consumer Cyclical
693
+ 0.88%
$122.23 - $142.77 $84.7K - $98.9K
79.7K $11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.9K
+ 24.06%
$97.75 - $100.75 $1.36M - $1.4M
71.6K $7.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
611
+ 0.93%
$459.11 - $506.91 $281K - $310K
66.6K $33.5M
FE
Firstenergy Corp

Utilities
4.74K
+ 2.19%
$39.76 - $45.82 $188K - $217K
221K $10.1M
GLD
Spdr Gold Trust

ETFs
2.43K
+ 24.08%
$300.96 - $355.47 $731K - $864K
12.5K $4.45M
MRK
Merck & Co., Inc.

Healthcare
2.61K
+ 1.09%
$77.6 - $87.37 $203K - $228K
243K $20.4M
INTU
Intuit Inc

Technology
2.15K
+ 181.38%
$646.03 - $807.39 $1.39M - $1.74M
3.34K $2.28M
JCI
Johnson Controls International PLC

Industrials
5.69K
+ 3.49%
$103.24 - $111.73 $588K - $636K
169K $18.5M
TSLA
Tesla, Inc.

Consumer Cyclical
420
+ 5.4%
$293.94 - $444.72 $123K - $187K
8.2K $3.65M
CVX
Chevron Corp

Energy
618
+ 0.69%
$145.57 - $161.83 $90K - $100K
89.6K $13.9M
XOM
Exxon Mobil Corp

Energy
4.84K
+ 4.21%
$105.83 - $117.22 $512K - $567K
120K $13.5M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.25K
+ 2.45%
$81.85 - $90.2 $266K - $293K
136K $12.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
267
+ 1.3%
$567.77 - $614.76 $152K - $164K
20.8K $12.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.8K
+ 15.59%
$78.96 - $80.04 $1.01M - $1.02M
94.6K $7.56M
DHR
Danaher Corp

Healthcare
4.97K
+ 6.38%
$181.46 - $212.2 $902K - $1.05M
82.8K $16.4M
EVRG
Evergy, Inc.

Utilities
1.43K
+ 1.09%
$67.73 - $76.02 $96.7K - $109K
132K $10.1M
INTC
Intel Corp

Technology
890
+ 1.01%
$19.31 - $35.5 $17.2K - $31.6K
89.1K $2.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13K
+ 21.57%
$49.43 - $54.52 $644K - $710K
73.4K $3.98M
FAST
Fastenal CO

Industrials
2.03K
+ 1.67%
$42.47 - $50.39 $86.1K - $102K
124K $6.06M
VGIT
Vanguard Intermediate Term Tre

ETFs
13.4K
+ 29.5%
$58.97 - $60.36 $790K - $808K
58.8K $3.53M
TFC
Truist Financial Corp

Financial Services
927
+ 0.37%
$42.83 - $47.07 $39.7K - $43.6K
253K $11.6M
GVI
Ishares Tr

ETFs
6.47K
+ 12.14%
$105.8 - $107.81 $684K - $697K
59.7K $6.42M
PLTR
Palantir Technologies Inc.

Technology
1.31K
+ 12.34%
$130.68 - $186.97 $171K - $244K
11.9K $2.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
57
+ 0.06%
$132.9 - $142.03 $7.58K - $8.1K
91.9K $12.9M
D
Dominion Energy, Inc

Utilities
3.58K
+ 3.42%
$56.32 - $62.1 $202K - $223K
108K $6.62M
SYY
Sysco Corp

Consumer Defensive
830
+ 0.86%
$76.33 - $82.51 $63.4K - $68.5K
96.9K $7.98M
DD
Du Pont De Nemours, Inc.

Basic Materials
78
+ 0.11%
$69.9 - $78.26 $5.45K - $6.1K
70.9K $5.52M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.03K
+ 3.21%
$90.62 - $107.71 $184K - $219K
65.3K $6.43M
Activity Summary
Buys All Purchases 226 New Holdings 39 Increased Positions 187 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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