Wsfs Capital Management, LLC Portfolio Holdings
Wsfs Capital Management, LLC
- $1.97 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 438
- Current Value $1.97 Billion
- Prior Value $1.79 Billion
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 39 stocks
- Additional Purchases 187 stocks
- Sold out of 0 stocks
- Reduced holdings in 164 stocks