Wsfs Capital Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.97 Billion distributed in 438 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $116M, Apple Inc. with a value of $94M, Vanguard Bd Index Fd Inc Total with a value of $93.6M, Microsoft Corp with a value of $90.3M, and Ishares Tr Russell 200 Growth with a value of $70.7M.
Examining the 13F form we can see an increase of $175M in the current position value, from $1.79B to 1.97B.
Wsfs Capital Management, LLC is based out at Philadelphia, PA
Below you can find more details about Wsfs Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.97 Billion
ETFs: $780 Million
Technology: $373 Million
Healthcare: $160 Million
Financial Services: $148 Million
Consumer Cyclical: $113 Million
Communication Services: $101 Million
Industrials: $84.4 Million
Consumer Defensive: $82.2 Million
Other: $127 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
