WTFC Wintrust Financial

Wintrust Financial Corp. is a bank holding company, which engages in the provision of banking and financial services. It operates through the following segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment provides community-oriented, personal and commercial banking services to customers located in its market area. The Specialty Finance segment offers financing of insurance premiums for businesses and individuals; accounts receivable financing, value-added, out-sourced administrative services; and other specialty finance businesses. The Wealth Management segment offers wealth management services through Wintrust Investments, CTC, Great Lakes Advisors and CDEC; trust and investment services, tax-deferred like-kind exchange services, asset management, securities brokerage services and 401(k) and retirement plan services. The company was founded by Edward Joseph Wehmer on December 30, 1992 and is headquartered in Rosemont, IL.
Company profile
Ticker
WTFC, WTFCM, WTFCP
Exchange
Website
CEO
Edward Wehmer
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
SEC CIK
Corporate docs
IRS number
363873352
WTFC stock data
()
News
Jefferies Maintains Buy on Wintrust Financial, Raises Price Target to $85
9 Apr 21
Stocks That Hit 52-Week Highs On Thursday
18 Mar 21
Stocks That Hit 52-Week Highs On Wednesday
17 Mar 21
Raymond James Maintains Strong Buy on Wintrust Financial, Raises Price Target to $96
16 Mar 21
Stocks That Hit 52-Week Highs On Monday
15 Mar 21
Press releases
Wintrust Financial Corporation Announces First Quarter 2021 Earnings Release Schedule
22 Mar 21
Wintrust Financial Corporation Supports Nearly 7,000 Applications in Latest Round of the Paycheck Protection Program
3 Mar 21
Wintrust Financial Corporation Supports Nearly 7,000 Applications in Latest Round of the Paycheck Protection Program
3 Mar 21
Wintrust Financial Corporation to Present at RBC Capital Markets Global Financials Conference on March 9, 2021
1 Mar 21
Wintrust Financial Corporation to Present at Raymond James 42nd Annual Institutional Investors Conference
25 Feb 21
Investment data
Securities sold
Number of investors
Calendar
26 Feb 21
13 Apr 21
31 Dec 21
Financial summary
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Financial data from company earnings reports.
Cash burn rate (estimated) | Burn method: Change in cash | Burn method: Operating income/loss | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 322.47M | 322.47M | 322.47M | 322.47M | 322.47M | 322.47M |
Cash burn (monthly) | (positive/no burn) | (positive/no burn) | (positive/no burn) | (positive/no burn) | 31.77M | 43.21M |
Cash used (since last report) | n/a | n/a | n/a | n/a | 109.15M | 148.44M |
Cash remaining | n/a | n/a | n/a | n/a | 213.32M | 174.03M |
Runway (months of cash) | n/a | n/a | n/a | n/a | 6.7 | 4.0 |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar 21 | Heitmann Scott K | Common Stock | Grant | Aquire A | No | No | 61.09 | 288 | 17.59K | 21,682 |
31 Mar 21 | Doyle William J | Common Stock | Grant | Aquire A | No | No | 61.09 | 595 | 36.35K | 8,808 |
31 Mar 21 | Stafford Ingrid S | Common Stock | Grant | Aquire A | No | No | 61.09 | 121 | 7.39K | 24,105 |
31 Mar 21 | Hackett H Patrick JR | Common Stock | Grant | Aquire A | No | No | 61.09 | 15 | 916.35 | 34,991 |
31 Mar 21 | Crist Peter D | Common Stock | Grant | Aquire A | No | No | 61.09 | 981 | 59.93K | 58,184 |
Institutional ownership Q4 2020
Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.
89.9% owned by funds/institutions
13F holders |
Current |
---|---|
Total holders | 267 |
Opened positions | 43 |
Closed positions | 30 |
Increased positions | 76 |
Reduced positions | 101 |
13F shares |
Current |
---|---|
Total value | 4.19B |
Total shares | 51.12M |
Total puts | 1.9K |
Total calls | 42.4K |
Total put/call ratio | 0.0 |
Largest owners |
Shares | Value |
---|---|---|
BLK Blackrock | 5.22M | $318.68M |
Vanguard | 5.12M | $312.84M |
FMR | 4.72M | $288.19M |
Dimensional Fund Advisors | 2.58M | $157.71M |
JPM JPMorgan Chase & Co. | 2.2M | $134.26M |
Wellington Management | 2.06M | $125.76M |
Massachusetts Financial Services | 2.01M | $122.95M |
STT State Street | 1.92M | $117.48M |
FHI Federated Hermes | 1.48M | $90.2M |
Alliancebernstein | 1.13M | $68.76M |
Financial report summary
?Competition
First Internet BancorpContent analysis
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H.S. sophomore Avg
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New words:
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Removed:
acquirer, aggregating, aggregation, AHM, bolstered, carryforward, checking, classifying, consulting, creditor, customary, dental, dictate, Easement, easily, easing, element, embedded, equally, exam, expedient, expiration, Flathead, functionality, grew, Guam, Homestead, hypothetical, implied, impossible, incorporating, job, mentioned, mixed, Montana, nonaccretable, page, passage, pertinent, practical, reclassification, reevaluated, refundable, reservable, stolen, tasked, therewith, transferable, transitioning, underwritten, undetected, Valley
Financial reports
10-K
2020 FY
Annual report
26 Feb 21
10-Q
2020 Q3
Quarterly report
6 Nov 20
10-Q
2020 Q2
Quarterly report
9 Aug 20
10-Q
2020 Q1
Quarterly report
4 May 20
10-K
2019 FY
Annual report
28 Feb 20
10-Q
2019 Q3
Quarterly report
8 Nov 19
10-Q
2019 Q2
Quarterly report
9 Aug 19
10-Q
2019 Q1
Quarterly report
9 May 19
10-K
2018 FY
Annual report
28 Feb 19
10-Q
2018 Q3
Quarterly report
9 Nov 18
Current reports
8-K
Amendments to Articles of Incorporation or Bylaws
12 Apr 21
8-K
Results of Operations and Financial Condition
20 Jan 21
8-K
Entry into a Material Definitive Agreement
20 Jan 21
8-K
Results of Operations and Financial Condition
21 Oct 20
8-K
Entry into a Material Definitive Agreement
17 Sep 20
8-K
Results of Operations and Financial Condition
21 Jul 20
8-K
Submission of Matters to a Vote of Security Holders
2 Jun 20
8-K
Entry into a Material Definitive Agreement
26 May 20
8-K
Other Events
15 May 20
8-K
Entry into a Material Definitive Agreement
8 May 20
Registration and prospectus
S-8
Registration of securities for employees
8 Nov 20
8-A12B
Registration of securities on exchange
28 May 20
424B5
Prospectus supplement for primary offering
7 May 20
FWP
Free writing prospectus
6 May 20
424B5
Prospectus supplement for primary offering
6 May 20
S-3ASR
Automatic shelf registration
6 May 20
424B7
Prospectus with selling stockholder info
1 Nov 19
S-8
Registration of securities for employees
7 Oct 19
424B3
Prospectus supplement
6 Aug 19
S-4/A
Registration of securities issued in business combination transactions (amended)
31 Jul 19
Proxies
DEFA14A
Additional proxy soliciting materials
8 Apr 21
DEF 14A
Definitive proxy
8 Apr 21
DEFA14A
Additional proxy soliciting materials
9 Apr 20
DEF 14A
Definitive proxy
9 Apr 20
DEFA14A
Additional proxy soliciting materials
5 Apr 19
DEF 14A
Definitive proxy
5 Apr 19
DEFA14A
Additional proxy soliciting materials
8 Apr 18
DEF 14A
Definitive proxy
5 Apr 18
DEF 14A
Definitive proxy
6 Apr 17
DEFA14A
Additional proxy soliciting materials
6 Apr 17
Other
EFFECT
Notice of effectiveness
6 Aug 19
CORRESP
Correspondence with SEC
31 Jul 19
UPLOAD
Letter from SEC
16 Jul 19
UPLOAD
Letter from SEC
12 Jun 17
CORRESP
Correspondence with SEC
4 Jun 17
UPLOAD
Letter from SEC
29 May 17
UPLOAD
Letter from SEC
13 Sep 16
CORRESP
Correspondence with SEC
5 Sep 16
UPLOAD
Letter from SEC
22 Aug 16
CORRESP
Correspondence with SEC
31 May 15
Ownership
4
WINTRUST FINANCIAL / GARY D SWEENEY ownership change
6 Apr 21
4
WINTRUST FINANCIAL / Christopher J Perry ownership change
31 Mar 21
4
WINTRUST FINANCIAL / BRUCE K CROWTHER ownership change
31 Mar 21
4
WINTRUST FINANCIAL / KARIN GUSTAFSON TEGLIA ownership change
31 Mar 21
4
WINTRUST FINANCIAL / DEBORAH L. HALL LEFEVRE ownership change
31 Mar 21
4
WINTRUST FINANCIAL / MARLA F GLABE ownership change
31 Mar 21
4
WINTRUST FINANCIAL / PETER D CRIST ownership change
31 Mar 21
4
WINTRUST FINANCIAL / ALEX E WASHINGTON III ownership change
31 Mar 21
4
WINTRUST FINANCIAL / Scott K Heitmann ownership change
31 Mar 21
4
WINTRUST FINANCIAL / WILLIAM J DOYLE ownership change
31 Mar 21
Transcripts
2020 Q3
Earnings call transcript
22 Oct 20
2020 Q2
Earnings call transcript
22 Jul 20
2020 Q1
Earnings call transcript
22 Apr 20
2019 Q4
Earnings call transcript
22 Jan 20
2019 Q3
Earnings call transcript
17 Oct 19
2019 Q2
Earnings call transcript
16 Jul 19
2019 Q1
Earnings call transcript
16 Apr 19
2018 Q4
Earnings call transcript
23 Jan 19
2018 Q3
Earnings call transcript
18 Oct 18
2018 Q2
Earnings call transcript
18 Jul 18
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