Wsfs Financial (WSFS) Securities - Held-to-maturity (2014 - 2026)
Wsfs Financial (WSFS) posted Securities - Held-to-maturity of $943.29 million for Q2 2026, down 5.1% from $994.34 million a year earlier and down 1.6% from the prior quarter.
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Analysis
Wsfs Financial (WSFS) Securities - Held-to-maturity (2014 - 2026) Analysis & Trends
At the end of FY2025, Wsfs Financial's Securities - Held-to-maturity came in at $968.33 million, down 4.6% from FY2024.
- Annual Securities - Held-to-maturity has declined for three consecutive years, with a three-year compound annual growth rate of -4.5% (FY2022 to FY2025).
- In prior years, Wsfs Financial's Securities - Held-to-maturity was $1.02 billion in FY2024 (-4.1%), $1.06 billion in FY2023 (-4.8%) and $1.11 billion in FY2022.
- The Q2 2026 figure stands as the lowest quarterly Securities - Held-to-maturity since Q4 2019.
- On a year-over-year basis, Securities - Held-to-maturity has declined in each of the last eight quarters, with an average decline of 4.4% over the last eight quarters.
- Over the past five years, the year-over-year decline in Securities - Held-to-maturity ranged from 4.0% (Q3 2024) to 5.1% (Q2 2026).
- According to Business Quant data, Securities - Held-to-maturity for the three prior quarters was $958.22 million (Q1 2026), $968.33 million (Q4 2025) and $979.7 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (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 | - |
| 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 | - |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - |
| 10 | Wsfs Financial | 3.86 Bn | -4.46 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 943.29 Mn |
| Mar 31, 2026 | 958.22 Mn |
| Dec 31, 2025 | 968.33 Mn |
| Sep 30, 2025 | 979.70 Mn |
| Jun 30, 2025 | 994.34 Mn |
| Mar 31, 2025 | 1.01 Bn |
| Dec 31, 2024 | 1.02 Bn |
| Sep 30, 2024 | 1.03 Bn |
| Jun 30, 2024 | 1.04 Bn |
| Mar 31, 2024 | 1.05 Bn |
| Dec 31, 2023 | 1.06 Bn |
| Sep 30, 2023 | 1.07 Bn |
| Dec 31, 2022 | 1.11 Bn |
| Dec 31, 2019 | 133.60 Mn |
| Sep 30, 2019 | 134.96 Mn |
| Jun 30, 2019 | 143.32 Mn |
| Mar 31, 2019 | 148.19 Mn |
| Dec 31, 2018 | 149.95 Mn |
| Sep 30, 2018 | 152.58 Mn |
| Jun 30, 2018 | 156.46 Mn |
API Access
Wsfs Financial Securities - Held-to-maturity 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=securities-held-to-maturity&ticker=WSFS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "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=securities-held-to-maturity&ticker=WSFS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();