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 13.6% year-over-year, from $472.06M to $536.21M.

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

Screener

Other segment segments

WSFS Bank

$18.65B+3.3%

Cash Connect

$7M-31.5%

Similar metrics at other companies

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$29.13M+33.0%

CBNKCommercial Bank — Other segment assets

$3.26B+11.4%

CBNKOpenSky™ — Other segment assets

$135.24M+10.9%

CBNKWindsor Advantage™ — Other segment assets

$5.16M+41.8%

BRBSWealth And Trust Management

$520K+27.1%

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

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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

See full

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$4.12B+37.9%

Enterprise value$1.66B-7.0%

P/E12.9×+1.7×

P/S3.7×+0.9×

Profitability

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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 wsfs:OtherUnallocatedAssets.

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 — other segment assets?: WSFS Financial (WSFS) reported wealth and trust — other segment assets of $536.21M in Q2 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 13.6% year-over-year, from $472.06M to $536.21M.
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.