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

WSFS Financial's wealth and trust — other segment assets increased by 10.6% year-over-year, from $465.46M to $514.65M.

What does wealth and trust — other segment assets mean?

Includes all assets assigned to the Wealth and Trust segment that are not classified as cash or primary operating assets. This may include intangible assets, deferred tax assets, or other long-term holdings specific to the wealth management business.

WSFS Financial WSFS Wealth and Trust — Other segment assets

Other segment segments

WSFS Bank

$18.23B+0.3%

Cash Connect

$7.78M-27.1%

Similar metrics at other companies

STWDInvesting and Servicing Segment — Other assets

-$15.55M—

CATAll Other Segment — Segment assets

$1.47B-25.5%

USBWealth, Corporate, Commercial and Institutional Banking — Other intangible assets

$682M-21.0%

NTRSWealth Management Segment — Other Segment Items

$20M-11.1%

FRHCOther — Long-Lived Assets

$12.15M+374%

APOAsset Management — Other assets

$3.59B+1,159%

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

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Market cap$3.96B+13.6%

Profitability

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Net margin28.4%+3.3pp

FCF margin27%+17.1pp

Returns & leverage

See full

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 wsfs:OtherUnallocatedAssets.

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 — other segment assets?: WSFS Financial (WSFS) reported wealth and trust — other segment assets of $514.65M in Q1 2026.
How has WSFS Financial's wealth and trust — other segment assets changed year-over-year?: WSFS Financial's wealth and trust — other segment assets increased by 10.6% year-over-year, from $465.46M to $514.65M.
What does wealth and trust — other segment assets mean?: Includes all assets assigned to the Wealth and Trust segment that are not classified as cash or primary operating assets. This may include intangible assets, deferred tax assets, or other long-term holdings specific to the wealth management business.