What is WSFS Financial's wealth and trust — cash & equivalents?

WSFS Financial (WSFS) reported wealth and trust — cash & equivalents of $45.26M in Q2 2026.

How has WSFS Financial's wealth and trust — cash & equivalents changed year-over-year?

WSFS Financial's wealth and trust — cash & equivalents increased by 19.1% year-over-year, from $37.99M to $45.26M.

What does wealth and trust — cash & equivalents mean?

The total value of highly liquid assets held by the Wealth and Trust segment to meet immediate operational needs and liquidity requirements. This metric indicates the segment's short-term financial flexibility and cash management efficiency.

WSFS Financial (WSFS) Wealth and Trust — Cash & Equivalents

Screener

Other segment segments

WSFS Bank

$2.14B+139%

Cash Connect

$387.73M-3.1%

Similar metrics at other companies

UVSPWealth Management — Cash & Equivalents

$58.32M+12.2%

UVSPBanking1 — Cash & Equivalents

$97.28M+31.0%

UVSPInsurance — Cash & Equivalents

$39.73M+16.5%

RITMOrigination and Servicing — Cash & Equivalents

$1.12B+12.0%

SSD

SSDAdministrative and Other — Cash & Equivalents

$313.9M+196%

LENHomebuilding — Cash & Equivalents

$2.09B-8.7%

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:CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents.

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 — cash & equivalents?: WSFS Financial (WSFS) reported wealth and trust — cash & equivalents of $45.26M in Q2 2026.
How has WSFS Financial's wealth and trust — cash & equivalents changed year-over-year?: WSFS Financial's wealth and trust — cash & equivalents increased by 19.1% year-over-year, from $37.99M to $45.26M.
What does wealth and trust — cash & equivalents mean?: The total value of highly liquid assets held by the Wealth and Trust segment to meet immediate operational needs and liquidity requirements. This metric indicates the segment's short-term financial flexibility and cash management efficiency.