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WSFS Financial WSFS Unrealized Gains on Investments

Unrealized Gains on Investments at other companies

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$39.34M+89.4%
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TFS FinancialTFSL
$1.21M-32.5%
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First Merchants CorporationFRME

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 us-gaap:AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedGainBeforeTax.

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 unrealized gains on investments?
WSFS Financial (WSFS) reported unrealized gains on investments of $1.76M in Q1 2026.
How has WSFS Financial's unrealized gains on investments changed year-over-year?
WSFS Financial's unrealized gains on investments increased by 41.2% year-over-year, from $1.25M to $1.76M.
What is the long-term trend for WSFS Financial's unrealized gains on investments?
Over 5 years (2020 to 2025), WSFS Financial's unrealized gains on investments has grown at a -48.8% compound annual growth rate (CAGR), from $80.87M to $2.83M.
What does unrealized gains on investments mean?
This metric captures the total increase in the fair value of investment securities that have not yet been sold, typically recorded within accumulated other comprehensive income. It reflects the positive market valuation adjustments on the company's available-for-sale investment portfolio. Monitoring these gains provides insight into the latent value and market performance of the company's liquid assets.