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WESTCONSIN

Charter #66742 · WI

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 5 in WI
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WESTCONSIN demonstrates 5 strengths

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 33.3% in tier
  • + Organic Growth Engine: Top 54.8% in tier
  • + Organic Growth Leader: Top 54.8% in tier
  • + ROA 0.30% above tier average
  • + Net Interest Margin 0.36% above tier average

Key Concerns

Areas that may need attention

No key concerns identified

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 300 credit unions with $1B-$3B in assets nationally, and 1 of 5 that size in Wisconsin.
  • Shares and deposits +7.1% year over year ($1.94B in shares and deposits).
  • Membership: 128,032 members, +1.6% vs a year ago.
  • Delinquency rate 0.64%.
  • Return on assets 1.12%.
  • Efficiency ratio 68.43% vs a 73.02% peer average.
  • Loan-to-share ratio 79.24% vs a 84.71% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (WI) National Avg Tier Percentile
Members 128,032
+1.6% YoY+0.6% QoQ
+31.2K 96,861
-1.9% YoY
40,085
+5.1% YoY
34,678
+6.6% YoY
79%
Assets $2.2B
+7.8% YoY+2.2% QoQ
+$521.6M $1.7B
+0.4% YoY
$782.0M
+12.1% YoY
$593.1M
+10.2% YoY
78%
Loans $1.5B
+6.2% YoY+1.3% QoQ
+$303.8M $1.2B
+0.7% YoY
$600.2M
+11.1% YoY
$418.6M
+10.1% YoY
73%
Deposits $1.9B
+7.1% YoY+1.9% QoQ
+$477.6M $1.5B
+0.5% YoY
$658.6M
+12.2% YoY
$504.8M
+10.3% YoY
79%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.1%
+23.1% YoY-18.2% QoQ
+0.3% 0.8%
+27.6% YoY
1.0%
+81.4% YoY
1.2%
+121.4% YoY
77%
NIM 3.8%
+7.7% YoY+1.8% QoQ
+0.4% 3.4%
+6.6% YoY
3.7%
+9.7% YoY
3.8%
+2.3% YoY
74%
Efficiency Ratio 68.4%
-11.4% YoY-0.7% QoQ
-4.6% 73.0%
-2.7% YoY
75.5%
-0.0% YoY
83.0%
-5.3% YoY
30%
Delinquency Rate 0.6%
-21.5% YoY+8.9% QoQ
-0.2 0.9%
+7.3% YoY
0.8%
-17.5% YoY
1.3%
+2.6% YoY
46%
Loan To Share 79.2%
-0.8% YoY-0.6% QoQ
-5.5% 84.7%
+0.1% YoY
79.3%
-0.8% YoY
66.4%
-1.4% YoY
28%
AMR $27,172
+5.0% YoY+1.1% QoQ
$-2K $29,575
+1.5% YoY
$24,272
+7.8% YoY
$20,028
-0.9% YoY
44%
CD Concentration 21.2%
-1.1% YoY+1.1% QoQ
-7.9% 29.1% 21.6% 20.0% 16%
Indirect Auto % 13.4%
-7.3% YoY-1.2% QoQ
-4.6% 18.1% 8.4% 7.7% 44%

Signature Analysis

Strengths (3)

Organic Growth Engine

growth
#85 of 113 • Top 54.8% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.60%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Return on Assets: 1.12%
(Tier: 0.84%, National: 1.23%)
better than tier avg
Indirect Auto %: 13.43%
(Tier: 18.08%, National: 7.71%)
better than tier avg
113 of 377 Mid-Market CUs have this signature | 490 nationally
↓ Shrinking -131 CUs YoY | Rank improving

Organic Growth Leader

growth
#92 of 112 • Top 54.8% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 1.60%
(Tier: 3.16%, National: 15.67%)
but worse than tier avg
Indirect Auto %: 13.43%
(Tier: 18.08%, National: 7.71%)
better than tier avg
112 of 377 Mid-Market CUs have this signature | 485 nationally
↓ Shrinking -20 CUs YoY | Rank worsening

Wallet Share Momentum

growth
#124 of 125 • Top 33.3% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 5.02%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | New qualifier

Concerns (0)

No concerns identified

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 300 peers in tier

Top Strengths (7 metrics)

49
Net Charge-Off Rate
risk
Value: 0.22%
Peer Median: 0.52%
#49 of 300 Top 16.0% in 1B-3B tier
52
Share Certificate Concentration (%)
balance_sheet
Value: 21.23%
Peer Median: 28.24%
#52 of 300 Top 17.0% in 1B-3B tier
63
Total Deposits
balance_sheet
Value: $1.94B
Peer Median: $1.30B
#63 of 300 Top 20.7% in 1B-3B tier
63
Total Members
engagement
Value: 128,032
Peer Median: 86,516
#63 of 300 Top 20.7% in 1B-3B tier
67
Total Assets
balance_sheet
Value: $2.25B
Peer Median: $1.51B
#67 of 300 Top 22.0% in 1B-3B tier
69
Return on Assets (ROA)
profitability
Value: 1.12%
Peer Median: 0.77%
#69 of 300 Top 22.7% in 1B-3B tier
70
Net Worth Ratio
risk
Value: 12.95%
Peer Median: 10.91%
#70 of 300 Top 23.0% in 1B-3B tier

Top Weaknesses (1 metrics)

240
Members Per Employee (MPE)
engagement
Value: 289.665
Peer Median: 346.173
#240 of 300 Bottom 20.3% in 1B-3B tier
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