WSFS Financial Corp (WSFS) KPIs and segments
Close on Nov 13, 2026Market cap $4.09BP/E 12.6Yield 0.82%
KPIs & segments
Operating metrics and segments that drive WSFS Financial's business
WSFS Financial's revenue by segment, product and region, plus the counts and sizes it tags in its 10-K and 10-Q filings (XBRL). Each figure links to the filing it came from. A fuller KPI sheet built from earnings releases and presentations is on the way. See the segment tables for a trailing-twelve-month view, or how companies compare on operating metrics.
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| Add to chart | Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSFS Bank($M) | 189 | 188 | 192 | 189 | 183 | 191 | 191 | 182 | 296 | 278 | |||
Wealth and Trust($M) | 84.0 | 77.6 | 66.3 | 67.5 | 60.2 | 21.1 | 58.8 | 56.6 | 53.2 | 26.0 | 65.9 | ||
Cash Connect($M) | 19.7 | 19.6 | 22.0 | 21.1 | 21.5 | 9.52 | 27.7 | 27.6 | 24.1 | 7.52 | 22.1 | ||
Investment management and fiduciary income($M) | 51.5 | 49.1 | 45.1 | 41.3 | 43.8 | 39.3 | 39.8 | 36.6 | 37.6 | 32.9 | 35.5 | 32.7 | |
WSFS Institutional Services($M) | 26.7 | 25.2 | 31.5 | 19.9 | 17.3 | 28.2 | 25.3 | 26.1 | 21.9 | 24.9 | 22.1 | ||
Private Wealth Management($M) | 15.2 | 15.0 | 15.9 | 15.0 | |||||||||
Bailment fees($M) | 10.6 | 10.9 | 12.0 | 13.6 | 13.3 | 14.2 | 15.6 | 19.6 | 18.8 | 15.0 | 12.0 | 9.98 | |
Wealth management and advisory fees($M) | 9.76 | 11.5 | 11.2 | 11.4 | 11.5 | 11.1 | 10.7 | ||||||
The Bryn Mawr Trust Company of Delaware($M) | 9.63 | 8.94 | 8.00 | 7.03 | 11.1 | 10.6 | 10.7 | ||||||
Deposit service charges($M) | 7.04 | 6.88 | 6.97 | 7.00 | 6.80 | 6.75 | 6.84 | 6.84 | 6.50 | 6.49 | 6.54 | 6.53 | |
Miscellaneous products and services($M) | 6.01 | 5.13 | 4.99 | 4.31 | 5.97 | 3.98 | 3.67 | 6.77 | 4.73 | 1.28 | 8.56 | 3.12 | |
Managed service fees($M) | 5.30 | 4.96 | 4.97 | 4.91 | 5.12 | 4.77 | 4.26 | 5.53 | 5.86 | 5.59 | 5.19 | 5.30 | |
Service fees($M) | 4.78 | 4.60 | 4.71 | 4.68 | 4.64 | 4.61 | 4.63 | 4.65 | 4.52 | 4.36 | 4.35 | 4.38 | |
Interchange fees($M) | 4.20 | 3.48 | 4.09 | 4.04 | 4.08 | 3.75 | 4.05 | 4.05 | 3.97 | 3.75 | 3.92 | 3.89 | |
Capital markets revenue($M) | 3.25 | 2.39 | 3.27 | 3.02 | 1.92 | 1.68 | 2.11 | 3.37 | 3.38 | 3.00 | 3.68 | 3.58 | |
Return and overdraft fees($M) | 1.97 | 1.98 | 2.03 | 1.86 | 1.84 | 1.87 | 1.65 | 1.80 | 1.91 | 1.85 | |||
Currency preparation($M) | 1.66 | 1.55 | 1.60 | 1.69 | 1.68 | 1.79 | 1.88 | 1.92 | 1.92 | 1.68 | 1.47 | 1.33 | |
Mortgage banking activities, net($M) | 1.32 | 2.36 | 2.13 | 2.09 | 2.34 | 1.80 | 1.63 | 2.07 | 2.22 | 1.65 | 1.12 | 1.25 | |
Other card and ATM fees($M) | 0.81 | 0.65 | 0.84 | 0.95 | 0.82 | 0.96 | 1.09 | 0.95 | 1.09 | 1.00 | |||
ATM loss protection($M) | 0.67 | 0.64 | 0.64 | 0.66 | 0.66 | 0.65 | 0.54 | 0.83 | 0.88 | 0.86 | 0.71 | 0.64 | |
Other deposit service fees($M) | 0.29 | 0.30 | 0.24 | 0.29 | 0.30 | 0.31 | 0.27 | 0.32 | 0.33 | 0.33 | 0.29 | 0.30 | |
WSFS Bank($M) | 60.5 | 67.0 | 64.1 | 61.5 | 56.1 | 54.6 | 53.4 | 59.9 | 59.7 | 63.8 | 66.1 | ||
Wealth and Trust($M) | 47.7 | 44.5 | 34.4 | 30.7 | 29.4 | 33.1 | 30.4 | 28.6 | 26.5 | 27.5 | 30.0 | ||
Cash Connect($M) | 2.95 | 3.01 | 2.35 | 3.29 | 1.55 | -3.36 | 1.63 | 1.98 | 0.75 | 1.58 | 1.09 | ||
Wealth and Trust($M) | 0 | 0 | -0.08 | -0.14 | -0.37 | -0.69 | -0.62 | -0.43 | -0.01 | -0.06 | -0.01 | ||
Cash Connect($M) | 0 | 0 | -0.09 | -0.07 | -0.04 | 0.04 | -0.12 | -0.12 | 0 | 0 | 0 | ||
WSFS Bank($M) | -1.74 | -0.89 | -1.06 | -1.77 | -2.02 | -3.02 | -2.90 | -2.17 | -4.22 | -3.39 | -1.13 | ||
WSFS Bank($M) | 21,546 | 21,017 | 20,264 | 19,806 | 19,711 | 19,611 | 19,733 | 19,914 | 19,757 | 19,783 | 19,546 | 19,128 | |
Wealth and Trust($M) | 713 | 680 | 686 | 664 | 642 | 628 | 644 | 607 | 596 | 607 | 590 | 574 | |
Cash Connect($M) | 395 | 409 | 364 | 370 | 410 | 310 | 437 | 384 | 391 | 189 | 459 | 339 | |
23 metrics have no data in the last 12 quarters — .
Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).
Methodology and excluded metrics
- Core rows come from the segment and revenue-disaggregation notes of 10-K and 10-Q filings (XBRL), linked to each filing. Fourth-quarter figures are the fiscal year less the first nine months (shown in italic).
Data updated 2026-08-05.
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