WSFS Financial WSFS Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Cash Connect | $21.83M— | —— | $25.28M+4.0% | $24.3M-1.0% | $24.54M— | |
| Wealth and Trust | $77.56M— | —— | $66.32M-1.8% | $67.52M+12.2% | $60.16M— | |
| WSFS Bank | $205.21M— | —— | $204.87M+2.3% | $200.22M+3.4% | $193.64M— | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Cash Connect | $3.01M— | —— | $2.35M-28.8% | $3.29M+112% | $1.55M— | |
| Wealth and Trust | $44.49M— | —— | $34.4M+11.9% | $30.74M+4.7% | $29.35M— | |
| WSFS Bank | $66.98M— | —— | $64.12M+4.2% | $61.51M+9.7% | $56.06M— | |
| Noninterest income by Business | ||||||
| Cash Connect | $21.83M-6.1% | $23.25M-8.0% | $25.28M+4.0% | $24.3M-1.0% | $24.54M-3.3% | |
| Wealth and Trust | $49.56M— | —— | $41.84M-5.4% | $44.23M+11.5% | $39.67M— | |
| WSFS Bank | $18.73M+20.1% | $15.6M-19.4% | $19.35M-0.6% | $19.48M+16.7% | $16.7M-7.5% | |
| Other segment items by Business | ||||||
| Cash Connect | $12.23M-12.7% | $14.01M-9.1% | $15.42M+12.7% | $13.68M-10.5% | $15.28M-27.9% | |
| Wealth and Trust | $2.73M— | —— | $3.29M+16.6% | $2.82M+4.1% | $2.71M— | |
| WSFS Bank | $28.39M+15.4% | $24.6M-6.6% | $26.32M+5.8% | $24.89M+3.6% | $24.02M-11.2% | |
| Total Assets by Business | ||||||
| Cash Connect | $409.18M+12.5% | $363.68M-1.6% | $369.59M-10.0% | $410.43M+32.4% | $309.92M-29.2% | |
| Wealth and Trust | $680.3M-0.8% | $685.94M+3.2% | $664.35M+3.5% | $641.7M+2.2% | $627.89M-2.6% | |
| WSFS Bank | $21.02B+3.7% | $20.26B+2.3% | $19.81B+0.5% | $19.71B+0.5% | $19.61B-0.6% | |
| Interest Income (Expense), Operating by Business | ||||||
| Cash Connect | -$2.63M+10.5% | -$2.94M+20.2% | -$3.68M-1.9% | -$3.61M-3.9% | -$3.48M+13.4% | |
| Wealth and Trust | $28.87M— | —— | $25.51M+5.3% | $24.23M+10.1% | $22.01M— | |
| WSFS Bank | $186.48M-1.2% | $188.68M+1.7% | $185.52M+2.6% | $180.75M+2.2% | $176.94M-1.9% | |
| Noninterest expenses by Business | ||||||
| Cash Connect | $1.52M— | —— | $1.73M+9.4% | $1.59M+9.7% | $1.45M— | |
| Wealth and Trust | $7.39M— | —— | $7.69M+2.3% | $7.52M+11.0% | $6.78M— | |
| WSFS Bank | $885K— | —— | $907K+20.0% | $756K+23.5% | $612K— | |
| Other segment assets by Business | ||||||
| Cash Connect | $7.78M-0.6% | $7.83M-5.8% | $8.31M-18.6% | $10.21M-4.3% | $10.68M-14.8% | |
| Wealth and Trust | $514.65M+1.4% | $507.67M+3.3% | $491.56M+4.1% | $472.06M+1.4% | $465.46M-0.7% | |
| WSFS Bank | $18.23B+0.1% | $18.21B+1.9% | $17.88B-1.0% | $18.06B-0.6% | $18.17B-0.7% | |
| Operating Expenses by Business | ||||||
| Cash Connect | $16.59M— | —— | $19.7M+10.4% | $17.85M-10.3% | $19.9M— | |
| Wealth and Trust | $33.07M— | —— | $31.91M-13.2% | $36.78M+19.4% | $30.8M— | |
| WSFS Bank | $120.9M— | —— | $128.35M+0.9% | $127.2M-0.1% | $127.27M— | |
| Occupancy, Net by Business | ||||||
| Cash Connect | $0— | $0— | $0— | $0— | $0— | |
| Interest Income by Business | ||||||
| Cash Connect | $458K— | —— | $498K+7.1% | $465K+10.5% | $421K— | |
| Wealth and Trust | $32.3M— | —— | $29.54M+5.1% | $28.11M+9.6% | $25.64M— | |
| WSFS Bank | $242.73M— | —— | $251.77M+2.0% | $246.89M+0.8% | $244.88M— | |
| Salaries, benefits and other compensation by Business | ||||||
| Cash Connect | $2.46M+4.9% | $2.35M-5.6% | $2.49M-3.9% | $2.59M-1.3% | $2.62M+11.9% | |
| Wealth and Trust | $17.74M— | —— | $16.38M-0.3% | $16.42M+3.2% | $15.92M— | |
| WSFS Bank | $71.68M-2.2% | $73.31M+0.7% | $72.8M+3.8% | $70.14M+9.7% | $63.94M-7.8% | |
| Capital expenditures for the period ended by Business | ||||||
| Cash Connect | $0— | —— | $88K+31.3% | $67K+59.5% | $42K— | |
| Wealth and Trust | $0— | —— | $83K-38.5% | $135K-63.3% | $368K— | |
| WSFS Bank | $885K— | —— | $1.06M-40.2% | $1.77M-12.2% | $2.02M— | |
| Interest Expense by Business | ||||||
| Cash Connect | $3.09M-8.7% | $3.38M-19.1% | $4.18M+2.5% | $4.08M+4.6% | $3.9M-10.1% | |
| Wealth and Trust | $7.83M— | —— | $8.15M+7.9% | $7.55M-2.3% | $7.73M— | |
| WSFS Bank | $56.25M-9.1% | $61.85M-6.6% | $66.25M+0.2% | $66.14M-2.6% | $67.93M-11.7% | |
| Goodwill by Business | ||||||
| Cash Connect | $0— | $0— | $0— | $0— | $0— | |
| Wealth and Trust | $131.64M0.0% | $131.64M0.0% | $131.64M0.0% | $131.64M-0.5% | $132.31M0.0% | |
| WSFS Bank | $753.59M0.0% | $753.59M0.0% | $753.59M0.0% | $753.59M0.0% | $753.59M0.0% | |
| Equipment expense by Business | ||||||
| Cash Connect | $413K— | $0— | $0— | $0-100% | $467K— | |
| Wealth and Trust | $2.81M— | —— | $2.6M+4.5% | $2.49M-7.2% | $2.68M— | |
| WSFS Bank | $10.05M-6.7% | $10.77M+4.2% | $10.33M-8.5% | $11.29M+17.9% | $9.58M-15.7% | |
| Occupancy expense by Business | ||||||
| Cash Connect | $0— | —— | $0— | $0— | $0— | |
| Wealth and Trust | -$18K— | —— | $174K-47.0% | $328K-10.9% | $368K— | |
| WSFS Bank | $10.16M— | —— | $8.32M-2.1% | $8.5M-10.8% | $9.53M— | |
| (Release of) provision for credit losses by Business | ||||||
| Cash Connect | -$76K— | —— | $59K— | $0— | $0— | |
| Wealth and Trust | $1.22M— | —— | -$56K-101% | $4.45M+430% | $839K— | |
| WSFS Bank | -$3.15M— | —— | $6.56M-19.7% | $8.17M-50.5% | $16.51M— | |
| Professional fees by Business | ||||||
| Cash Connect | $39K— | $0— | $0— | $0-100% | $95K— | |
| Wealth and Trust | $1.2M— | —— | $1.84M-33.1% | $2.76M+82.1% | $1.51M— | |
| WSFS Bank | $2.88M-39.6% | $4.78M+54.0% | $3.1M-10.3% | $3.46M+11.8% | $3.09M-54.3% | |
| Cash & Equivalents by Business | ||||||
| Cash Connect | $401.4M+12.8% | $355.85M-1.5% | $361.27M-9.7% | $400.22M+33.7% | $299.24M-29.6% | |
| Wealth and Trust | $34.02M-27.0% | $46.63M+13.3% | $41.16M+8.3% | $37.99M+26.2% | $30.12M-30.2% | |
| WSFS Bank | $2.04B+57.0% | $1.3B+10.8% | $1.17B+31.1% | $893.29M+29.9% | $687.94M+0.2% | |
| Goodwill adjustments by Business | ||||||
| Wealth and Trust | $0— | —— | —— | -$674K— | $0— | |
| WSFS Bank | $0— | $0— | $0— | $0— | $0— | |
| Revenue from Contract with Customer, Including Assessed Tax by Product | ||||||
| ATM loss protection | $643K+0.6% | $639K-3.0% | $659K+0.2% | $658K+1.9% | $646K+20.5% | |
| Capital markets revenue | $2.39M-26.9% | $3.27M+8.4% | $3.02M+57.5% | $1.92M+14.1% | $1.68M-20.6% | |
| Currency preparation | $1.55M-2.9% | $1.6M-5.5% | $1.69M+0.9% | $1.68M-6.1% | $1.79M-5.0% | |
| Managed service fees | $4.96M-0.2% | $4.97M+1.2% | $4.91M-3.9% | $5.12M+7.3% | $4.77M+11.9% | |
| Miscellaneous products and services | $5.13M+2.9% | $4.99M+15.6% | $4.31M-20.6% | $5.43M+36.4% | $3.98M+8.4% | |
| Number of banking offices by Geography | ||||||
| Delaware | 38+2.7% | 37-2.6% | 38-2.6% | 390.0% | 390.0% | |
| Florida | 20.0% | 20.0% | 20.0% | 20.0% | 20.0% | |
| Nevada | 10.0% | 10.0% | 10.0% | 10.0% | 10.0% | |
| New Jersey | 140.0% | 140.0% | 140.0% | 140.0% | 140.0% | |
| Pennsylvania | 580.0% | 580.0% | 580.0% | 580.0% | 58+1.8% | |
| Virginia | 10.0% | 10.0% | 10.0% | 10.0% | 10.0% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does WSFS Financial break its business down?
- WSFS Financial (WSFS) reports revenue by business across 3 parts — Cash Connect, Wealth and Trust and WSFS Bank. Each is extracted from the segment footnotes and tracked over time.
- Where does WSFS Financial's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in WSFS Financial's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.