What is WSFS Financial's wealth and trust — total assets?

WSFS Financial (WSFS) reported wealth and trust — total assets of $713.11M in Q2 2026.

How has WSFS Financial's wealth and trust — total assets changed year-over-year?

WSFS Financial's wealth and trust — total assets increased by 11.1% year-over-year, from $641.7M to $713.11M.

What does wealth and trust — total assets mean?

The total value of all resources and holdings managed or owned by the Wealth and Trust segment. This metric reflects the overall size and market footprint of the segment's operations.

WSFS Financial (WSFS) Wealth and Trust — Total Assets

Screener

Other segment segments

WSFS Bank

$21.55B+9.3%

Cash Connect

$394.73M-3.8%

Similar metrics at other companies

FMNBTrust — Total Assets

$19.53M+9.0%

WHGTrust — Total Assets

$46.02M+1.8%

SAFTFiduciary And Trust — Total Assets

$275K+61.8%

FRA

FRAFWealth — Total Assets

$1.6M+6.9%

MRBKWealth — Total Assets

$14.86M+25.0%

CWealth — Total Assets

$321B+40.8%

Other financials

Income statement

See full

Revenue$282.5M+5.6%

Net income$84.4M+16.7%

EPS (diluted)$1.63+28.3%

Balance sheet

See full

Cash & equivalents$2.6B+93.1%

Total debt$117.7M-12.5%

Total equity$2.7B+1.5%

Total assets$22.7B+9.1%

Cash flow

See full

Operating cash flow$86.4M+888%

CapEx$1.7M-12.2%

Free cash flow$85.5M+1,254%

Valuation

See full

Market cap$4.17B+37.7%

Enterprise value$1.72B-6.2%

P/E13×+1.7×

P/S3.8×+0.9×

Profitability

See full

Net margin29.1%+3.8pp

FCF margin27%+17.1pp

Returns & leverage

See full

Return on equity11.9%+1.5pp

Debt / equity0×0.0×

Where this comes from

Reported directly by WSFS Financial in its filing.

Tagged under the XBRL concept us-gaap:Assets.

The source filing: WSFS Financial’s 10-Q, filed August 5, 2026.

Filed: Aug 5, 2026, 11:41 AM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q2 2026
Accession: 0000828944-26-000028

(Dollars in thousands)	June 30, 2026 / WSFS Bank	June 30, 2026 / Cash Connect®	June 30, 2026 / Wealthand Trust	June 30, 2026 / Total	December 31, 2025 / WSFS Bank	December 31, 2025 / Cash Connect®	December 31, 2025 / Wealthand Trust	December 31, 2025 / Total
Statements of Financial Condition
Cash and cash equivalents	$2,137,644	$387,730	$45,262	$2,570,636	$1,296,675	$355,854	$46,625	$1,699,154
Goodwill	753,586	—	131,638	885,224	753,586	—	131,638	885,224
Other segment assets	18,654,877	6,997	536,214	19,198,088	18,214,198	7,827	507,673	18,729,698
Total segment assets	$21,546,107	$394,727	$713,114	$22,653,948	$20,264,459	$363,681	$685,936	$21,314,076

Item 6. [Exhibits](#i6a8105aa3e784c81b9e74885f5f185db_247) [71](#i6a8105aa3e784c81b9e74885f5f185db_247)

FAQ

What is WSFS Financial's wealth and trust — total assets?: WSFS Financial (WSFS) reported wealth and trust — total assets of $713.11M in Q2 2026.
How has WSFS Financial's wealth and trust — total assets changed year-over-year?: WSFS Financial's wealth and trust — total assets increased by 11.1% year-over-year, from $641.7M to $713.11M.
What does wealth and trust — total assets mean?: The total value of all resources and holdings managed or owned by the Wealth and Trust segment. This metric reflects the overall size and market footprint of the segment's operations.