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.
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 Apr 24
425
Business combination disclosure
15 Apr 24
8-K
Voting and Support Agreement
15 Apr 24
ARS
2023 FY
Annual report to shareholders
4 Apr 24
DEFA14A
Additional proxy soliciting materials
4 Apr 24
DEF 14A
Definitive proxy
4 Apr 24
8-K
Results of Operations and Financial Condition
17 Jan 24
8-K
Entry into a Material Definitive Agreement
12 Dec 23
10-Q
2023 Q3
Quarterly report
8 Nov 23
8-K
Results of Operations and Financial Condition
17 Oct 23
Transcripts
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 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
WTFC
Earnings call transcript
2022 Q1
20 Apr 22
WTFC
Earnings call transcript
2021 Q4
20 Jan 22
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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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) | 418.15 mm | 418.15 mm | 418.15 mm | 418.15 mm | 418.15 mm | 418.15 mm |
Cash burn (monthly) | 31.92 mm | 5.96 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 220.07 mm | 41.07 mm | n/a | n/a | n/a | n/a |
Cash remaining | 198.08 mm | 377.07 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 6.2 | 63.3 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
91.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 340 |
Opened positions | 32 |
Closed positions | 36 |
Increased positions | 104 |
Reduced positions | 144 |
13F shares | Current |
---|---|
Total value | 4.23 tn |
Total shares | 56.35 mm |
Total puts | 6.30 k |
Total calls | 16.40 k |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 6.20 mm | $468.15 bn |
BLK Blackrock | 5.79 mm | $437.29 bn |
FMR | 4.65 mm | $351.18 bn |
Dimensional Fund Advisors | 2.79 mm | $210.31 bn |
STT State Street | 2.53 mm | $190.89 bn |
JPM JPMorgan Chase & Co. | 1.83 mm | $138.40 bn |
Victory Capital Management | 1.76 mm | $133.18 bn |
Fuller & Thaler Asset Management | 1.17 mm | $88.50 bn |
Alliancebernstein | 1.14 mm | $86.36 bn |
Geode Capital Management | 963.90 k | $72.79 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
23 Apr 24 | Jeffrey D Hahnfeld | Common Stock | Sell | Dispose S | No | No | 100.71 | 221 | 22.26 k | 1,867 |
31 Mar 24 | Alex E Washington Iii | Common Stock | Grant | Acquire A | No | No | 92.75 | 648 | 60.10 k | 16,239 |
31 Mar 24 | Elizabeth H. Connelly | Common Stock | Grant | Acquire A | No | No | 92.75 | 572 | 53.05 k | 4,647 |
31 Mar 24 | Lefevre Deborah L. Hall | Common Stock | Grant | Acquire A | No | No | 92.75 | 609 | 56.48 k | 12,224 |
31 Mar 24 | Crist Peter D | Common Stock | Grant | Acquire A | No | No | 92.75 | 931 | 86.35 k | 68,746 |
News
Citigroup Maintains Buy on Wintrust Finl, Lowers Price Target to $113
22 Apr 24
Barclays Maintains Overweight on Wintrust Finl, Lowers Price Target to $130
19 Apr 24
Wintrust Finl Stock: A Deep Dive Into Analyst Perspectives (10 Ratings)
18 Apr 24
Wedbush Reiterates Outperform on Wintrust Finl, Maintains $116 Price Target
18 Apr 24
Wintrust Finl Q1 EPS $2.89 Beats $2.42 Estimate, Sales $604.77M Beat $577.79M Estimate
17 Apr 24
Press releases
Wintrust Financial Corporation Announces Cash Dividends
25 Apr 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
17 Apr 24
Wintrust Financial Corporation Reports Record First Quarter 2024 Net Income
17 Apr 24
Wintrust Financial Corporation and Macatawa Bank Corporation Announce Plans to Merge
15 Apr 24
Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship
23 Feb 24