Wsfs Financial (WSFS) Long-Term Investments (2011 - 2026)
Wsfs Financial's Long-Term Investments came in at $24.36 million for Q2 2026, up 11.0% from $21.94 million a year earlier and up 0.3% from the prior quarter.
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Analysis
Wsfs Financial (WSFS) Long-Term Investments (2011 - 2026) Analysis & Trends
At the end of FY2025, Wsfs Financial's Long-Term Investments was $13.44 million, down 26.1% from FY2024.
- Long-Term Investments carries a five-year compound annual growth rate of 7.1% (FY2020 to FY2025).
- Going back by year, Long-Term Investments was $18.18 million in FY2024 (+4.3%), $17.43 million in FY2023 (-33.3%), $26.12 million in FY2022 (+148.3%) and $10.52 million in FY2021 (+10.2%).
- The Q2 2026 figure represents the highest quarterly Long-Term Investments since Q2 2023.
- Year-over-year, Long-Term Investments increased in six of the last eight quarters, with growth averaging 6.8%.
- The fastest year-over-year change in Long-Term Investments over five years came in Q1 2023 (growth of 208.6%), and the weakest in Q1 2024 (a decline of 59.5%).
- Business Quant data shows WSFS's Long-Term Investments at $24.28 million (Q1 2026), $13.44 million (Q4 2025) and $20.15 million (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | - |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 24.30 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | - |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 255.63 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | - |
| 10 | Wsfs Financial | 3.86 Bn | -4.46 Bn | - | 24.36 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 24.36 Mn |
| Mar 31, 2026 | 24.28 Mn |
| Dec 31, 2025 | 13.44 Mn |
| Sep 30, 2025 | 20.15 Mn |
| Jun 30, 2025 | 21.94 Mn |
| Mar 31, 2025 | 20.89 Mn |
| Dec 31, 2024 | 18.18 Mn |
| Sep 30, 2024 | 17.50 Mn |
| Jun 30, 2024 | 16.78 Mn |
| Mar 31, 2024 | 17.05 Mn |
| Dec 31, 2023 | 17.43 Mn |
| Sep 30, 2023 | 21.74 Mn |
| Jun 30, 2023 | 24.56 Mn |
| Mar 31, 2023 | 42.12 Mn |
| Dec 31, 2022 | 26.12 Mn |
| Sep 30, 2022 | 25.12 Mn |
| Jun 30, 2022 | 21.06 Mn |
| Mar 31, 2022 | 13.65 Mn |
| Dec 31, 2021 | 10.52 Mn |
| Sep 30, 2021 | 10.15 Mn |
API Access
Wsfs Financial Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=WSFS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "WSFS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=WSFS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();