WTFC Wintrust Financial Dashboard

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

NASDAQ

Website

www.wintrust.com/

CEO

Edward Wehmer

Incorporated

Illinois

Location

Illinois

Fiscal year end

Dec 31

Sector

Finance and Insurance > Commercial Banking

Industry (SIC)

State Commercial Banks

State Street • Citizens Financial • Northern Trust • M & T Bank • Bank Of New York Mellon • Fifth Third Bancorp • Popular • Associated Banc-Corp. • First Citizens Bancshares, Inc • Commerce Bancshares ...

SEC CIK

0001015328

Corporate docs

Articles of Incorporation & Bylaws

IRS number

363873352

WTFC stock data

S&P 500

1M 1Y 2Y 5Y

News

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Jefferies Maintains Buy on Wintrust Financial, Raises Price Target to $85

9 Apr 21

Jefferies analyst Ken Usdin maintains Wintrust Financial (NASDAQ:WTFC) with a Buy and raises the price target from $75 to $85.

Stocks That Hit 52-Week Highs On Thursday

18 Mar 21

Before 10 a.m. ET on Thursday, 239 stocks hit new 52-week highs.

Stocks That Hit 52-Week Highs On Wednesday

17 Mar 21

Wednesday morning saw 162 companies set new 52-week highs.

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

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Wintrust Financial Corporation Announces First Quarter 2021 Earnings Release Schedule

22 Mar 21

ROSEMONT, Ill., March 22, 2021 (GLOBE NEWSWIRE) -- Wintrust Financial Corporation ("Wintrust") (NASDAQ:WTFC) today announced it will release its first quarter 2021 earnings results after the market closes on

Wintrust Financial Corporation Supports Nearly 7,000 Applications in Latest Round of the Paycheck Protection Program

3 Mar 21

Wins Seven Greenwich Excellence Awards for Middle Market and Small Business Banking ROSEMONT, Ill., March 03, 2021 (GLOBE NEWSWIRE) -- Wintrust Financial Corporation ("Wintrust" or "the Company") (NASDAQ:WTFC)

Wintrust Financial Corporation Supports Nearly 7,000 Applications in Latest Round of the Paycheck Protection Program

3 Mar 21

Wins Seven Greenwich Excellence Awards for Middle Market and Small Business Banking Wintrust Financial Corporation ("Wintrust" or "the Company") (NASDAQ:WTFC) announced today that it has received 6,973 applications for

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

Data from SEC filings

Securities sold

Number of investors

Calendar

26 Feb 21

13 Apr 21

31 Dec 21

Financial summary

Financial statements Chart WTFC financial data

Quarter (USD)	Dec 20	Sep 20	Jun 20	Mar 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.

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

Beta Read what these cash burn values mean

Recent insider trades

WTFC insider ownership history Insider history

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

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

WTFC institutional ownership history Ownership history

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	Prev Q	Change
Total holders	267	254	+5.1%
Opened positions	43	30	+43.3%
Closed positions	30	30	–
Increased positions	76	84	-9.5%
Reduced positions	101	102	-1.0%

13F shares	Current	Prev Q	Change
Total value	4.19B	2.38B	+76.0%
Total shares	51.12M	50.87M	+0.5%
Total puts	1.9K	3.6K	-47.2%
Total calls	42.4K	61.8K	-31.4%
Total put/call ratio	0.0	0.1	-23.1%

Largest owners	Shares	Value	Change
BLK Blackrock	5.22M	$318.68M	+2.6%
Vanguard	5.12M	$312.84M	+1.3%
FMR	4.72M	$288.19M	+27.1%
Dimensional Fund Advisors	2.58M	$157.71M	+0.9%
JPM JPMorgan Chase & Co.	2.2M	$134.26M	-2.3%
Wellington Management	2.06M	$125.76M	-50.8%
Massachusetts Financial Services	2.01M	$122.95M	+1.8%
STT State Street	1.92M	$117.48M	+12.3%
FHI Federated Hermes	1.48M	$90.2M	+6.4%
Alliancebernstein	1.13M	$68.76M	+1018.0%

Largest transactions	Shares	Bought/sold	Change
Wellington Management	2.06M	-2.12M	-50.8%
Alliancebernstein	1.13M	+1.02M	+1018.0%
FMR	4.72M	+1.01M	+27.1%
Norges Bank	940.32K	+940.32K	NEW
Raymond James & Associates	343.17K	+285.57K	+495.8%
Nuveen Asset Management	188.51K	-275.1K	-59.3%
FJ Capital Management	0	-254K	EXIT
TROW T. Rowe Price	330.53K	-224.47K	-40.4%
STT State Street	1.92M	+210.54K	+12.3%
Channing Capital Management	714.17K	-204.61K	-22.3%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

First Internet Bancorp

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. sophomore Avg

New words: abbreviated, absent, acknowledging, ACL, Agricultural, aiming, air, ambiguity, America, antitrust, appellate, aspect, aspiration, awaiting, Baa, bargaining, Biden, Boot, briefly, broadly, buyout, CAA, career, certify, childcare, chose, circulation, clarity, cleaning, closure, Coalition, codify, colleague, confirmed, consent, count, Countering, dampened, Defense, deficiency, degrade, Deployed, depositary, derecognized, distancing, divert, Dow, drop, dropped, EBO, efficacy, electrostatic, embody, EndedDecember, endorsed, enroll, enrolled, EPS, ESG, ethnic, ethnically, explicit, extraterritorial, family, Farm, feedback, fell, female, filled, filtration, foreseeable, forgivable, forgive, Forum, guaranty, hardening, harmonize, HTM, HVAC, ICE, incident, leadership, lifting, mental, midst, migrated, migration, minted, mission, multicultural, Navigation, nearby, nonexempt, nonpayment, Northern, notify, NRSRO, outbreak, overview, Paycheck, percent, photohydroionization, portal, PPE, PPP, precise, preliminary, proportionally, proximity, purification, quarantine, racial, rata, recordkeeping, referral, reinstated, reiterate, remanded, remote, remotely, reopening, rescinded, resell, Resource, revisit, River, robust, rotational, round, sample, sanitization, satisfactorily, school, seq, shelter, sick, situated, southwestern, sponsorship, stemming, subpart, subside, subsided, Supplementary, suspend, switching, systematic, telemedicine, temporarily, timeframe, trial, unconditionally, University, unnamed, unprecedented, unpredictable, upgraded, USD, ValueHedging, voluntary, warm, week, whistleblower, Winning, Women, workforce, world

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

From filing 10-K 2020 FY