WSFS Financial WSFS Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Cash Connect | $21.83M-11.0% | —— | $25.28M-20.5% | $24.3M-21.6% | $24.54M-6.9% | |
| Wealth and Trust | $77.56M+28.9% | —— | $66.32M+12.8% | $67.52M+19.3% | $60.16M+13.2% | |
| WSFS Bank | $205.21M+6.0% | —— | $204.87M+1.4% | $200.22M-1.0% | $193.64M-1.8% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Cash Connect | $3.01M+93.9% | —— | $2.35M+44.0% | $3.29M+66.5% | $1.55M+107% | |
| Wealth and Trust | $44.49M+51.6% | —— | $34.4M+13.0% | $30.74M+7.6% | $29.35M+10.9% | |
| WSFS Bank | $66.98M+19.5% | —— | $64.12M+20.0% | $61.51M+2.6% | $56.06M-6.1% | |
| Noninterest income by Business | ||||||
| Cash Connect | $21.83M-11.0% | $23.25M-8.4% | $25.28M-20.5% | $24.3M-21.6% | $24.54M-6.9% | |
| Wealth and Trust | $49.56M+24.9% | —— | $41.84M+13.0% | $44.23M+16.5% | $39.67M+19.2% | |
| WSFS Bank | $18.73M+12.2% | $15.6M-13.6% | $19.35M-9.3% | $19.48M-14.0% | $16.7M+2.9% | |
| Other segment items by Business | ||||||
| Cash Connect | $12.23M-19.9% | $14.01M-33.8% | $15.42M-29.4% | $13.68M-35.7% | $15.28M-21.1% | |
| Wealth and Trust | $2.73M+0.8% | —— | $3.29M+10.3% | $2.82M-8.7% | $2.71M-10.0% | |
| WSFS Bank | $28.39M+18.2% | $24.6M-9.0% | $26.32M-5.6% | $24.89M+10.4% | $24.02M-31.2% | |
| Total Assets by Business | ||||||
| Cash Connect | $409.18M+32.0% | $363.68M-16.9% | $369.59M-3.7% | $410.43M+4.9% | $309.92M+63.9% | |
| Wealth and Trust | $680.3M+8.3% | $685.94M+6.5% | $664.35M— | $641.7M— | $627.89M— | |
| WSFS Bank | $21.02B+7.2% | $20.26B+2.7% | $19.81B-0.5% | $19.71B-0.2% | $19.61B-0.9% | |
| Interest Income (Expense), Operating by Business | ||||||
| Cash Connect | -$2.63M+24.4% | -$2.94M+26.8% | -$3.68M+19.8% | -$3.61M+7.6% | -$3.48M-29.3% | |
| Wealth and Trust | $28.87M+31.2% | —— | $25.51M+3.2% | $24.23M+2.5% | $22.01M-13.5% | |
| WSFS Bank | $186.48M+5.4% | $188.68M+4.7% | $185.52M+2.7% | $180.75M+0.6% | $176.94M-2.3% | |
| Noninterest expenses by Business | ||||||
| Cash Connect | $1.52M+4.8% | —— | $1.73M+10.4% | $1.59M-3.9% | $1.45M+2.6% | |
| Wealth and Trust | $7.39M+9.0% | —— | $7.69M+4.9% | $7.52M+10.0% | $6.78M+15.6% | |
| WSFS Bank | $885K+44.6% | —— | $907K+30.5% | $756K+1.9% | $612K-4.7% | |
| Other segment assets by Business | ||||||
| Cash Connect | $7.78M-27.1% | $7.83M-37.6% | $8.31M— | $10.21M— | $10.68M— | |
| Wealth and Trust | $514.65M+10.6% | $507.67M+8.3% | $491.56M— | $472.06M— | $465.46M— | |
| WSFS Bank | $18.23B+0.3% | $18.21B-0.4% | $17.88B— | $18.06B— | $18.17B— | |
| Operating Expenses by Business | ||||||
| Cash Connect | $16.59M-16.7% | —— | $19.7M-24.4% | $17.85M-30.3% | $19.9M-14.7% | |
| Wealth and Trust | $33.07M+7.4% | —— | $31.91M+12.6% | $36.78M+31.2% | $30.8M+15.4% | |
| WSFS Bank | $120.9M-5.0% | —— | $128.35M-6.5% | $127.2M-3.0% | $127.27M+4.2% | |
| Occupancy, Net by Business | ||||||
| Cash Connect | $0— | $0— | $0-100% | $0-100% | $0-100% | |
| Interest Income by Business | ||||||
| Cash Connect | $458K+8.8% | —— | $498K+70.0% | $465K+20.5% | $421K-4.3% | |
| Wealth and Trust | $32.3M+26.0% | —— | $29.54M+4.0% | $28.11M+2.9% | $25.64M-11.2% | |
| WSFS Bank | $242.73M-0.9% | —— | $251.77M-5.9% | $246.89M-4.8% | $244.88M-4.4% | |
| Salaries, benefits and other compensation by Business | ||||||
| Cash Connect | $2.46M-6.0% | $2.35M+0.3% | $2.49M-5.9% | $2.59M-3.1% | $2.62M+2.6% | |
| Wealth and Trust | $17.74M+11.5% | —— | $16.38M+13.3% | $16.42M+17.7% | $15.92M+14.1% | |
| WSFS Bank | $71.68M+12.1% | $73.31M+5.7% | $72.8M+5.5% | $70.14M+5.3% | $63.94M+22.3% | |
| Capital expenditures for the period ended by Business | ||||||
| Cash Connect | $0-100% | —— | $88K-29.0% | $67K-45.5% | $42K— | |
| Wealth and Trust | $0-100% | —— | $83K-86.6% | $135K-68.5% | $368K+2,731% | |
| WSFS Bank | $885K-56.2% | —— | $1.06M-63.4% | $1.77M-18.4% | $2.02M-52.1% | |
| Interest Expense by Business | ||||||
| Cash Connect | $3.09M-20.8% | $3.38M-22.0% | $4.18M-14.5% | $4.08M-5.1% | $3.9M+24.5% | |
| Wealth and Trust | $7.83M+1.3% | —— | $8.15M-10.6% | $7.55M-32.0% | $7.73M-31.4% | |
| WSFS Bank | $56.25M-17.2% | $61.85M-19.6% | $66.25M-23.6% | $66.14M-17.0% | $67.93M-9.5% | |
| Goodwill by Business | ||||||
| Cash Connect | $0— | $0— | $0— | $0— | $0— | |
| Wealth and Trust | $131.64M-0.5% | $131.64M-0.5% | $131.64M— | $131.64M— | $132.31M— | |
| WSFS Bank | $753.59M0.0% | $753.59M0.0% | $753.59M— | $753.59M— | $753.59M— | |
| Equipment expense by Business | ||||||
| Cash Connect | $413K-11.6% | $0— | $0— | $0— | $467K— | |
| Wealth and Trust | $2.81M+4.9% | —— | $2.6M+4.5% | $2.49M+12.4% | $2.68M+72.1% | |
| WSFS Bank | $10.05M+4.9% | $10.77M-5.2% | $10.33M+13.0% | $11.29M+20.1% | $9.58M+22.6% | |
| Occupancy expense by Business | ||||||
| Cash Connect | $0— | —— | $0-100% | $0-100% | $0-100% | |
| Wealth and Trust | -$18K-105% | —— | $174K-39.2% | $328K+25.7% | $368K+46.0% | |
| WSFS Bank | $10.16M+6.6% | —— | $8.32M-10.3% | $8.5M-6.6% | $9.53M+3.4% | |
| (Release of) provision for credit losses by Business | ||||||
| Cash Connect | -$76K— | —— | $59K— | $0— | $0— | |
| Wealth and Trust | $1.22M+45.8% | —— | -$56K-1,300% | $4.45M+31,679% | $839K+164% | |
| WSFS Bank | -$3.15M-119% | —— | $6.56M-64.4% | $8.17M-58.7% | $16.51M+11.4% | |
| Professional fees by Business | ||||||
| Cash Connect | $39K-58.9% | $0— | $0— | $0— | $95K— | |
| Wealth and Trust | $1.2M-21.0% | —— | $1.84M+125% | $2.76M+65.1% | $1.51M-12.7% | |
| WSFS Bank | $2.88M-6.7% | $4.78M-29.4% | $3.1M+7.9% | $3.46M+15.9% | $3.09M+28.4% | |
| Cash & Equivalents by Business | ||||||
| Cash Connect | $401.4M+34.1% | $355.85M-16.3% | $361.27M-1.5% | $400.22M+7.8% | $299.24M+72.7% | |
| Wealth and Trust | $34.02M+12.9% | $46.63M+8.0% | $41.16M— | $37.99M— | $30.12M— | |
| WSFS Bank | $2.04B+196% | $1.3B+88.8% | $1.17B+99.8% | $893.29M+46.5% | $687.94M-8.4% | |
| 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-0.5% | $639K+19.2% | $659K-21.0% | $658K-25.6% | $646K-24.8% | |
| Capital markets revenue | $2.39M+42.6% | $3.27M+54.7% | $3.02M-10.5% | $1.92M-43.3% | $1.68M-44.1% | |
| Currency preparation | $1.55M-13.1% | $1.6M-14.9% | $1.69M-11.7% | $1.68M-12.9% | $1.79M+6.6% | |
| Managed service fees | $4.96M+4.1% | $4.97M+16.7% | $4.91M-11.1% | $5.12M-12.7% | $4.77M-14.7% | |
| Miscellaneous products and services | $5.13M+29.0% | $4.99M+35.8% | $4.31M-36.3% | $5.43M+14.8% | $3.98M+210% | |
| Number of banking offices by Geography | ||||||
| Delaware | 38-2.6% | 37-5.1% | 38-2.6% | 390.0% | 39-2.5% | |
| Florida | 20.0% | 20.0% | 20.0% | 20.0% | 2+100% | |
| 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% | 58+1.8% | 58+1.8% | 58+1.8% | 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.