Skip to content

WSFS Financial WSFS Wealth and Trust — Goodwill

Other segment segments

WSFS Bank
$753.59M0.0%
Cash Connect
$0

Similar metrics at other companies

F.N.B. Corporation logo
FNBWealth Manage- ment — Goodwill
$8M0.0%
Community Financial System logo
CBUWealth Management Services — Goodwill
$3.66M+6.5%
Citigroup logo
CWealth — Goodwill
$5.07B+13.8%
Commerce Bancshares logo
CBSHWealth segment — Goodwill
$108.01M+14,379%
Wells Fargo & Company logo
WFCWealth And Investment Management — Goodwill
$344M0.0%
Voya Financial logo
VOYAWealth Solutions Segment — Goodwill
$73M

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

See full
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

See full
Operating cash flow$86.4M+888%
CapEx$885.0K-63.6%
Free cash flow$85.5M+1,254%

Valuation

See full
Market cap$3.96B+13.6%

Profitability

See full
Net margin28.4%+3.3pp
FCF margin27%+17.1pp

Returns & leverage

See full
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:Goodwill.

The official record: WSFS Financial’s 10-Q, filed May 4, 2026, on SEC EDGAR. View the filing →

Ask your AI about WSFS Financial's wealth and trust — goodwill.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is WSFS Financial's wealth and trust — goodwill?
WSFS Financial (WSFS) reported wealth and trust — goodwill of $131.64M in Q1 2026.
How has WSFS Financial's wealth and trust — goodwill changed year-over-year?
WSFS Financial's wealth and trust — goodwill decreased by 0.5% year-over-year, from $132.31M to $131.64M.
What does wealth and trust — goodwill mean?
Represents the excess of the purchase price over the fair value of identifiable net assets acquired in business combinations within the wealth management segment. This intangible asset reflects the premium paid for brand reputation, customer relationships, and expected future synergies in the wealth and trust business.