WTFC Wintrust Financial Corp.
Wintrust Financial Corp. operates as 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
Exchange
Website
CEO
Edward Joseph Wehmer
Employees
Incorporated in
Location
Fiscal year end
Sector
Industry (SEC)
SEC CIK
Corporate docs
IRS number
363873352
WTFC stock data
()
Investment data
Securities sold
Number of investors
Calendar
8 Nov 19
27 Jan 20
31 Dec 20
News
Company financial data Financial data
| Quarter (USD) | Sep 19 | Jun 19 | Mar 19 | Dec 18 | |
|---|---|---|---|---|---|
| Revenue | 379.99M | 364.36M | 343.64M | ||
| Net income | 99.12M | 81.47M | 89.15M | 79.66M | |
| Diluted EPS | 1.69 | 1.38 | 1.52 | 1.35 | |
| Net profit margin | 26.09% | 22.36% | 25.94% | ||
| Net change in cash | 147.82M | 30.17M | -121.38M | 112.21M | |
| Cash on hand | 448.81M | 300.99M | 270.82M | 392.2M |
| Annual (USD) | Dec 18 | Dec 17 | Dec 16 | Dec 15 | |
|---|---|---|---|---|---|
| Net income | 343.17M | 257.68M | 206.88M | 156.75M | |
| Diluted EPS | 5.86 | 4.4 | 3.66 | 2.93 | |
| Net change in cash | 114.61M | 7.55M | -5.75M | 45.09M | |
| Cash on hand | 392.2M | 277.59M | 270.05M | 275.8M |
Financial data from company earnings reports
Institutional ownership Q3 2019
87.0% owned by funds/institutions
13F holders |
Current |
|---|---|
| Total holders | 291 |
| Opened positions | 31 |
| Closed positions | 57 |
| Increased positions | 89 |
| Reduced positions | 128 |
13F shares |
Current |
|---|---|
| Total value | 3.19B |
| Total shares | 49.33M |
| Total puts | 98.9K |
| Total calls | 19.91K |
| Total put/call ratio | 5.0 |
Largest owners |
Shares | Value |
|---|---|---|
| BLK BlackRock | 5.54M | $357.88M |
| Vanguard | 5.22M | $337.2M |
| FMR | 3.87M | $249.92M |
| Massachusetts Financial Services | 2.31M | $149.48M |
| STT State Street | 2.17M | $140.31M |
| JPM JPMorgan Chase & Co. | 2.12M | $137.18M |
| Dimensional Fund Advisors | 1.9M | $122.58M |
| Citadel Advisors | 1.19M | $77.22M |
| FII Federated Investors | 1.09M | $70.2M |
| Wellington Management | 1.02M | $66.16M |
Financial report summary
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Content analysis
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H.S. sophomore Bad
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New words:
Attorney, Labor, NaN, plaintiff, unadjusted
Removed:
build, fifteen, forecast, leased, maximize, occupancy, passage, rent, store, validated
Financial reports
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
10-Q
2018 Q2
Quarterly report
8 Aug 18
10-Q
2018 Q1
Quarterly report
9 May 18
10-K
2017 FY
Annual report
28 Feb 18
10-Q
2017 Q3
Quarterly report
8 Nov 17
10-Q
2017 Q2
Quarterly report
8 Aug 17
Current reports
8-K
Results of Operations and Financial Condition
22 Jan 20
8-K
Entry into a Material Definitive Agreement
17 Jan 20
8-K
Other Events
1 Nov 19
8-K
Other Events
30 Oct 19
8-K
Results of Operations and Financial Condition
17 Oct 19
8-K
Entry into a Material Definitive Agreement
19 Sep 19
8-K
Results of Operations and Financial Condition
16 Jul 19
8-K
Entry into a Material Definitive Agreement
6 Jun 19
8-K
Entry into a Material Definitive Agreement
30 May 19
8-K
Submission of Matters to a Vote of Security Holders
24 May 19
Registration and prospectus
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
S-4
Registration of securities issued in business combination transactions
8 Jul 19
424B5
Prospectus supplement for primary offering
4 Jun 19
FWP
Free writing prospectus
3 Jun 19
424B3
Prospectus supplement
3 Jun 19
25-NSE
Exchange delisting
17 Dec 18
S-8
Registration of securities for employees
29 Jun 18
Proxies
DEFA14A
Additional proxy soliciting materials
5 Apr 19
DEF 14A
Definitive proxy
5 Apr 19
DEFA14A
Additional proxy soliciting materials
9 Apr 18
DEF 14A
Definitive proxy
6 Apr 18
DEF 14A
Definitive proxy
7 Apr 17
DEFA14A
Additional proxy soliciting materials
7 Apr 17
DEFA14A
Additional proxy soliciting materials
15 Apr 16
DEFA14A
Additional proxy soliciting materials
15 Apr 16
DEF 14A
Definitive proxy
8 Apr 16
DEF 14A
Definitive proxy
10 Apr 15
Other
EFFECT
Notice of effectiveness
6 Aug 19
CORRESP
Correspondence with SEC
1 Aug 19
UPLOAD
Letter from SEC
17 Jul 19
UPLOAD
Letter from SEC
13 Jun 17
CORRESP
Correspondence with SEC
5 Jun 17
UPLOAD
Letter from SEC
30 May 17
UPLOAD
Letter from SEC
14 Sep 16
CORRESP
Correspondence with SEC
6 Sep 16
UPLOAD
Letter from SEC
23 Aug 16
CORRESP
Correspondence with SEC
1 Jun 15
Ownership
SC 13G/A
Wintrust Financial Corp
8 Mar 19
SC 13G/A
Wintrust Financial Corp
12 Feb 19
SC 13G/A
Wintrust Financial Corp
11 Feb 19
SC 13G/A
Wintrust Financial Corp
8 Feb 19
SC 13G/A
Wintrust Financial Corp
6 Feb 19
SC 13G
Wintrust Financial Corp
13 Feb 18
SC 13G/A
Wintrust Financial Corp
9 Feb 18
SC 13G/A
Wintrust Financial Corp
9 Feb 18
SC 13G/A
Wintrust Financial Corp
19 Jan 18
SC 13G/A
Wintrust Financial Corp
10 Feb 17