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WSFS Financial WSFS Wealth and Trust — Goodwill

Other segment segments

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

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Other financials

Income statement

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Revenue$282.5M+5.6%
Net income$84.4M+16.7%
EPS (diluted)$1.63+28.3%

Balance sheet

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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

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Operating cash flow$86.4M+888%
CapEx$1.7M-12.2%
Free cash flow$85.5M+1,254%

Valuation

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Market cap$4.17B+37.7%
Enterprise value$1.72B-6.2%
P/E13×+1.7×
P/S3.8×+0.9×

Profitability

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Net margin29.1%+3.8pp
FCF margin27%+17.1pp

Returns & leverage

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Return on equity11.9%+1.5pp
Debt / equity0.0×

Where this comes from

Reported directly by WSFS Financial in its filing.

Tagged under the XBRL concept us-gaap:Goodwill.

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)WSFSBankWealthand TrustConsolidated Company
December 31, 2024$753,586$132,312$885,898
Goodwill adjustments(1)(674)(674)
December 31, 2025$753,586$131,638$885,224
Goodwill adjustments
June 30, 2026$753,586$131,638$885,224

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

FAQ

What is WSFS Financial's wealth and trust — goodwill?
WSFS Financial (WSFS) reported wealth and trust — goodwill of $131.64M in Q2 2026.
How has WSFS Financial's wealth and trust — goodwill changed year-over-year?
WSFS Financial's wealth and trust — goodwill decreased by 0.0% year-over-year, from $131.64M 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.

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