wintrust financial (wintrust) is a financial services holding company based in rosemont, illinois, with $21 billion in assets. wintrust engages in the business of providing traditional community banking services, wealth management services, commercial insurance premium financing, mortgage origination, short-term accounts receivable financing, and certain administrative services, such as data processing of payrolls, billing and treasury management services. wintrust provides community-oriented, personal and commercial banking services to customers located in the greater chicago, illinois and southern wisconsin metropolitan areas through its 15 wholly owned banking subsidiaries and more than 145 locations.
![Wintrust Financial logo](/files/LOGO/1015328-WTFC.png)
Company profile
Ticker
WTFC, WTFCM, WTFCP
Exchange
Website
CEO
Edward Wehmer
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Barrington Bank & Trust Company • Beverly Bank & Trust Company • Crystal Lake Bank & Trust Company • Chicago Deferred Exchange Company, LLC • Elektra Holding Company, LLC • First Insurance Funding of Canada, Inc. • FIFC Edge International Corporation • Great Lakes Advisors, LLC • Hinsdale Bank & Trust Company • Hyde Park Facilities, Inc. ...
IRS number
363873352
WTFC stock data
Latest filings (excl ownership)
8-K
Results of Operations and Financial Condition
17 Jul 24
425
Business combination disclosure
18 Jun 24
8-K
Other Events
18 Jun 24
EFFECT
Notice of effectiveness
18 Jun 24
424B3
Prospectus supplement
17 Jun 24
S-4
Registration of securities issued in business combination transactions
30 May 24
8-K
Submission of Matters to a Vote of Security Holders
28 May 24
10-Q
2024 Q1
Quarterly report
9 May 24
8-K
Results of Operations and Financial Condition
17 Apr 24
Transcripts
WTFC
Earnings call transcript
2024 Q2
18 Jul 24
WTFC
Earnings call transcript
2024 Q1
18 Apr 24
WTFC
Earnings call transcript
2023 Q4
18 Jan 24
WTFC
Earnings call transcript
2023 Q3
18 Oct 23
WTFC
Earnings call transcript
2023 Q2
20 Jul 23
WTFC
Earnings call transcript
2023 Q2
20 Jul 23
WTFC
Earnings call transcript
2023 Q1
20 Apr 23
WTFC
Earnings call transcript
2022 Q4
19 Jan 23
WTFC
Earnings call transcript
2022 Q3
19 Oct 22
WTFC
Earnings call transcript
2022 Q2
21 Jul 22
Latest ownership filings
Financial summary
Quarter (USD) | Mar 24 | Sep 23 | Jun 23 | Mar 23 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 379.89 mm | 379.89 mm | 379.89 mm | 379.89 mm | 379.89 mm | 379.89 mm |
Cash burn (monthly) | 12.75 mm | 9.26 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 49.32 mm | 35.79 mm | n/a | n/a | n/a | n/a |
Cash remaining | 330.57 mm | 344.09 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 25.9 | 37.2 | n/a | n/a | n/a | n/a |
Institutional ownership, Q1 2024
92.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 363 |
Opened positions | 112 |
Closed positions | 43 |
Increased positions | 105 |
Reduced positions | 103 |
13F shares | Current |
---|---|
Total value | 5.59 tn |
Total shares | 56.96 mm |
Total puts | 12.20 k |
Total calls | 24.20 k |
Total put/call ratio | 0.5 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 6.45 mm | $673.60 bn |
BLK Blackrock | 5.70 mm | $594.90 bn |
FMR | 4.35 mm | $454.12 bn |
Dimensional Fund Advisors | 2.87 mm | $299.73 bn |
STT State Street | 2.56 mm | $266.82 bn |
Victory Capital Management | 1.76 mm | $183.82 bn |
Capital International Investors | 1.64 mm | $171.00 bn |
JPM JPMorgan Chase & Co. | 1.51 mm | $157.99 bn |
PFG Principal Financial Group Inc - Registered Shares | 1.33 mm | $138.87 bn |
Fuller & Thaler Asset Management | 1.22 mm | $127.39 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun 24 | Elizabeth H. Connelly | Common Stock | Grant | Acquire A | No | No | 104.39 | 511 | 53.34 k | 5,158 |
30 Jun 24 | Teglia Karin Gustafson | Common Stock | Grant | Acquire A | No | No | 104.39 | 537 | 56.06 k | 17,480 |
30 Jun 24 | Glabe Marla F | Common Stock | Grant | Acquire A | No | No | 104.39 | 462 | 48.23 k | 20,457 |
30 Jun 24 | Gregory A Smith | Common Stock | Grant | Acquire A | No | No | 104.39 | 144 | 15.03 k | 744 |
30 Jun 24 | Brian A Kenney | Common Stock | Grant | Acquire A | No | No | 104.39 | 433 | 45.20 k | 9,552 |
News
Truist Securities Maintains Buy on Wintrust Finl, Raises Price Target to $118
22 Jul 24
These Analysts Increase Their Forecasts On Wintrust Financial After Q2 Results
19 Jul 24
DA Davidson Maintains Buy on Wintrust Finl, Raises Price Target to $125
19 Jul 24
Piper Sandler Maintains Overweight on Wintrust Finl, Raises Price Target to $125
19 Jul 24
Keefe, Bruyette & Woods Downgrades Wintrust Finl to Market Perform, Raises Price Target to $115
19 Jul 24
Press releases
Wintrust Financial Corporation Announces Cash Dividends
25 Jul 24
Wintrust Financial Corporation Reports Record Year-to-Date Net Income
17 Jul 24
MACATAWA BANK INVESTOR ALERT BY THE FORMER ATTORNEY GENERAL OF LOUISIANA: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Macatawa Bank Corporation - MCBC
2 Jul 24
MACATAWA BANK INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Macatawa Bank Corporation - MCBC
10 May 24