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Home > Institutional Investor > Wsfs Capital Management, Llc > Profile

Instuitional Investor - Wsfs Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Wsfs Capital Management, Llc
Portfolio Value $1,826,879,299
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 164,595 $102,197,127 5.59%
2.
Vanguard Bond Index Funds
 BND 1,231,360 $90,665,066 4.96%
3.
Microsoft Corp
 MSFT 176,166 $87,626,726 4.8%
4.
Apple Inc.
 AAPL 372,877 $76,503,152 4.19%
5.
Ishares Tr - RUS TP200 GR ETF
 234,572 $57,824,464 3.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)