Docoh
Loading...

WTFC Wintrust Financial

Wintrust is a financial holding company with assets of over $43 billion. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries, with over 180 banking locations located in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including business units which provide commercial and life insurance premium financing in the United States, a premium finance company operating in Canada, a company providing short-term accounts receivable financing and value-added out-sourced administrative services to the temporary staffing services industry, a business unit engaging primarily in the origination and purchase of residential mortgages for sale into the secondary market throughout the United States, and companies providing wealth management services and qualified intermediary services for tax-deferred exchanges.

Company profile

Ticker
WTFC, WTFCM, WTFCP
Exchange
CEO
Edward Wehmer
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
IRS number
363873352

WTFC stock data

(
)

Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

7 May 21
29 Jul 21
31 Dec 21
Quarter (USD)
Mar 21 Dec 20 Sep 20 Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
30 Jun 21 Crist Peter D Common Stock Grant Aquire A No No 75.8 831 62.99K 59,015
30 Jun 21 Teglia Karin Gustafson Common Stock Grant Aquire A No No 75.8 590 44.72K 9,008
30 Jun 21 Crowther Bruce K Common Stock Grant Aquire A No No 75.8 623 47.22K 40,737
30 Jun 21 Stafford Ingrid S Common Stock Grant Aquire A No No 75.8 82 6.22K 19,177
30 Jun 21 Glabe Marla F Common Stock Grant Aquire A No No 75.8 504 38.2K 14,270

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

89.7% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 293 267 +9.7%
Opened positions 55 43 +27.9%
Closed positions 29 30 -3.3%
Increased positions 80 77 +3.9%
Reduced positions 114 100 +14.0%
13F shares
Current Prev Q Change
Total value 5.34B 4.21B +26.9%
Total shares 51.14M 51.44M -0.6%
Total puts 283.5K 1.9K +14821.1%
Total calls 79.5K 42.4K +87.5%
Total put/call ratio 3.6 0.0 +7857.9%
Largest owners
Shares Value Change
BLK Blackrock 5.53M $419.21M +6.0%
Vanguard 5.19M $393.54M +1.4%
FMR 5.11M $387.68M +8.4%
STT State Street 2.63M $199.4M +36.8%
Dimensional Fund Advisors 2.54M $192.27M -1.7%
JPM JPMorgan Chase & Co. 2.11M $159.79M -4.1%
Massachusetts Financial Services 1.93M $146.33M -4.1%
FHI Federated Hermes 1.67M $126.71M +13.2%
Alliancebernstein 1.64M $124.38M +45.8%
Frontier Capital Management 898.92K $68.14M +13.2%
Largest transactions
Shares Bought/sold Change
Wellington Management 731.32K -1.33M -64.5%
Norges Bank 0 -940.32K EXIT
Channing Capital Management 0 -714.17K EXIT
STT State Street 2.63M +707.59K +36.8%
Alliancebernstein 1.64M +515.21K +45.8%
FMR 5.11M +396.98K +8.4%
BAC Bank Of America 336.2K -366.45K -52.2%
TROW T. Rowe Price 11.14K -319.4K -96.6%
BLK Blackrock 5.53M +314.03K +6.0%
Citadel Advisors 674.73K +312.17K +86.1%

Financial report summary

?
Content analysis
?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. sophomore Bad
New words: absent, acknowledged, acknowledging, affiliated, Albany, Basel, Buffer, CAA, Carlo, clarification, column, compensatory, Conservation, Darlington, deciding, denote, denoted, encouraged, endorsed, expressly, fallback, Freddie, Greenwood, imposed, KBW, long, Mac, marked, metric, Monroe, Monte, multiple, niche, nonderivative, Nonrefundable, opt, population, preliminary, reiterate, release, resell, robust, shareholder, slight, sound, southwestern, spending, stable, unchanged, USD, variant, voluntary, week
Removed: accommodate, accurately, affecting, appealed, applicability, Argument, behavior, Brook, Bulletin, Burbank, circumvented, collected, concentrated, confidential, consensual, constitute, Countryside, cybersecurity, damage, Darien, declined, denied, depository, disrupt, domestic, Dow, dynamic, Elgin, eligibility, emerge, entertainment, evidence, expectation, filing, forced, foreseeable, Geneva, Glen, governmental, guaranty, heightening, Homer, impaired, improper, largely, largest, lead, lessen, lowered, mediation, miscalculate, mitigated, narrow, natural, Oak, pleading, prevent, profitable, projected, pursuing, recession, Reclassification, restrict, resume, ROC, SAB, satisfying, SBC, school, sharp, South, St, STC, subside, subsided, substantial, substitute, suffer, superseded, supervisory, Supplementary, supply, suspension, targeting, telephone, terrorist, test, travel, unpaid, unpredictable, validating, venue, vulnerable, war, Widespread, worsen