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

WSFS Financial (WSFS) reported wealth and trust — total assets of $680.3M in Q1 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 8.3% year-over-year, from $627.89M to $680.3M.

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

Other segment segments

WSFS Bank

$21.02B+7.2%

Cash Connect

$409.18M+32.0%

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$7.8B+11.4%

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$8.19M+49.1%

CBUWealth Management Services — Total Assets

$42.59M+11.3%

FNBWealth Management — Total Assets

$50M0.0%

Other financials

Income statement

See full

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$3.86B+13.6%

Enterprise value$1.52B-48.9%

P/E12.5×-0.4×

P/S3.6×+0.3×

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 / equity0×0.0×

Where this comes from

Reported directly by WSFS Financial in its filing.

Tagged under the XBRL concept us-gaap:Assets.

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 wealth and trust — total assets?: WSFS Financial (WSFS) reported wealth and trust — total assets of $680.3M in Q1 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 8.3% year-over-year, from $627.89M to $680.3M.
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.