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WSFS Financial WSFS Unrealized Losses on Investments (Before Tax)

Unrealized Losses on Investments (Before Tax) at other companies

M&T Bank logo
M&T BankMTB
$146M+20.7%
WaFd, Inc. logo
WaFd, Inc.WAFD
$56.15M-13.9%
TFS Financial logo
TFS FinancialTFSL
$22.97M-21.9%
Enterprise Financial Services logo
Enterprise Financial ServicesEFSC
Independent Bank Corp logo
Independent Bank CorpINDB
First Merchants Corporation logo
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:AvailableForSaleDebtSecuritiesAccumulatedGrossUnrealizedLossBeforeTax.

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 losses on investments (before tax)?
WSFS Financial (WSFS) reported unrealized losses on investments (before tax) of $508.69M in Q1 2026.
How has WSFS Financial's unrealized losses on investments (before tax) changed year-over-year?
WSFS Financial's unrealized losses on investments (before tax) decreased by 17.5% year-over-year, from $616.71M to $508.69M.
What is the long-term trend for WSFS Financial's unrealized losses on investments (before tax)?
Over 5 years (2020 to 2025), WSFS Financial's unrealized losses on investments (before tax) has grown at a 199.2% compound annual growth rate (CAGR), from $2.08M to $498.29M.
What does unrealized losses on investments (before tax) mean?
This metric measures the total decrease in the fair value of investment securities that have not yet been sold, calculated before any tax effects. It represents the negative valuation impact on the company's investment portfolio due to market fluctuations or interest rate changes. High levels of unrealized losses may indicate potential capital pressure or interest rate sensitivity within the company's balance sheet.