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WSFS Financial WSFS Loans transferred to portfolio from held for sale at fair value

Loans transferred to portfolio from held for sale at fair value at other companies

TFS Financial logo
TFS FinancialTFSL
$80.01M+21.6%
Intuit logo
IntuitINTU
$440M+226%
Associated Banc-Corp logo
Associated Banc-CorpASB
-$110.39M-119%
PNC Financial Services logo
PNC Financial ServicesPNC
$0-100%
Popular logo
PopularBPOP
$9.09M
Ready Capital logo
Ready CapitalRC
$264.73M-63.4%

Other financials

Income statement

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Revenue$275.3M+7.5%
Net income$86.8M+31.8%
EPS (diluted)$1.64+46.4%

Balance sheet

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Cash & equivalents$2.5B+143%
Total debt$129.6M-15.1%
Total equity$2.7B+2.0%
Total assets$22.1B+7.6%

Cash flow

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Operating cash flow$86.4M+888%
CapEx$885.0K-63.6%
Free cash flow$85.5M+1,254%

Valuation

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Market cap$3.96B+13.6%

Profitability

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Net margin28.4%+3.3pp
FCF margin27%+17.1pp

Returns & leverage

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Return on equity11.4%+1.2pp
Debt / equity0.0×

Where this comes from

Reported directly by WSFS Financial in its filing.

Tagged under the XBRL concept wsfs:TransfersOutTransfersInLoansBetweenPortfolioLoansAndLeasesToHeldForSale.

The official record: WSFS Financial’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is WSFS Financial's loans transferred to portfolio from held for sale at fair value?
WSFS Financial (WSFS) reported loans transferred to portfolio from held for sale at fair value of $5.9M in Q1 2026.
How has WSFS Financial's loans transferred to portfolio from held for sale at fair value changed year-over-year?
WSFS Financial's loans transferred to portfolio from held for sale at fair value decreased by 64.6% year-over-year, from $16.68M to $5.9M.
What is the long-term trend for WSFS Financial's loans transferred to portfolio from held for sale at fair value?
Over 3 years (2021 to 2024), WSFS Financial's loans transferred to portfolio from held for sale at fair value has grown at a -7.3% compound annual growth rate (CAGR), from $72.62M to $57.81M.
What does loans transferred to portfolio from held for sale at fair value mean?
Tracks the movement of loan assets between the held-for-sale classification and the held-for-investment portfolio. This activity reflects management's strategic decisions regarding whether to sell loans for immediate gain or retain them to earn long-term interest income.