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WSFS Financial WSFS Wealth Management — Other segment items

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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:SegmentReportingOtherItemAmount.

The source filing: WSFS Financial’s 10-K, filed March 2, 2026.

Filed
Mar 1, 2026, 7:00 PM EST
Fiscal year
FY2025
Accession
0000828944-26-000006
(Dollars in thousands)WSFSBankCash Connect®Wealthand TrustTotal
Occupancy expense34,76179935,560
Equipment expense42,44010,50052,940
Professional fees14,5166,75521,271
Other segment items(1)99,25658,94411,365169,565
Total external client expenses514,00969,073102,291685,373
Inter-segment expenses
Noninterest expenses3,1926,47630,38740,055
Total inter-segment expenses3,1926,47630,38740,055

ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA

FAQ

What is WSFS Financial's wealth management — other segment items?
WSFS Financial (WSFS) reported wealth management — other segment items of $2.84M in Q4 2025.
How has WSFS Financial's wealth management — other segment items changed year-over-year?
WSFS Financial's wealth management — other segment items decreased by 2.9% year-over-year, from $2.92M to $2.84M.
What is the long-term trend for WSFS Financial's wealth management — other segment items?
Over 3 years (2022 to 2025), WSFS Financial's wealth management — other segment items has grown at a -1.2% compound annual growth rate (CAGR), from $11.78M to $11.37M.
What does wealth management — other segment items mean?
Represents miscellaneous income or expense items within the Wealth Management segment that do not fall into primary categories like interest or compensation. Monitoring these items helps identify non-recurring or ancillary financial impacts on the segment's overall profitability.

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