Company Wintrust Financial Corporation

Equities

WTFC

US97650W1080

Banks

Real-time Estimate Cboe BZX 10:45:04 2024-03-28 am EDT 5-day change 1st Jan Change
104.7 USD +0.04% Intraday chart for Wintrust Financial Corporation +4.50% +12.73%

Business Summary

Wintrust Financial Corporation is a financial holding company. The Company provides community-oriented, personal and commercial banking services to customers. It owns 15 nationally chartered banks. The Company has three segments. Community banking segment provides community-oriented, personal and commercial banking services to customers located in its market area. Its customers include individuals, small to mid-sized businesses, local governmental units and institutional clients residing primarily in the bank's local service areas. 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. Wealth management segment offers a full range of wealth management services, trust and investment services, tax-deferred like-kind exchange services, asset management solutions, securities brokerage services and retirement plan services.

Number of employees: 5,521

Sales per Business

USD in Million2022Weight2023Weight Delta
Community Banking
75.0 %
1,479 75.6 % 1,704 75.0 % +15.23%
Specialty Finance
19.1 %
344 17.6 % 435 19.1 % +26.32%
Wealth Management
7.5 %
163 8.3 % 169 7.5 % +3.92%
Intersegment Eliminations
-1.6 %
-30 -1.5 % -36 -1.6 % +22.63%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
1,956 100.0 % 2,272 100.0 % +16.13%

Managers

Managers TitleAgeSince
Chief Executive Officer 62 08-08-11
Founder 70 92-12-29
Director of Finance/CFO 64 01-12-31
Chief Tech/Sci/R&D Officer - 18-05-24
Chief Operating Officer 63 94-12-31
Director/Board Member 64 01-12-31
Human Resources Officer - 07-12-31
Corporate Officer/Principal - -
Corporate Officer/Principal - 23-07-06
Comptroller/Controller/Auditor - 03-12-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 64 22-12-31
Director/Board Member 72 95-12-31
Founder 70 92-12-29
Chief Operating Officer 63 94-12-31
Director/Board Member 64 01-12-31
Director/Board Member 50 20-05-27
Director/Board Member 72 07-12-31
Director/Board Member 75 07-12-31
Chief Executive Officer 62 08-08-11
Director/Board Member 70 14-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 11,500 0 0 98.54 %
Stock B 0 5,000,000 0 0
Stock C 1 61,497,758 60,598,787 ( 98.54 %) 24,940 ( 0.0406 %)

Shareholders

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
10.14 %
6,208,585 10.14 % 598 M $
BlackRock Advisors LLC
9.036 %
5,533,477 9.036 % 533 M $
Fidelity Management & Research Co. LLC
7.015 %
4,295,733 7.015 % 414 M $
Dimensional Fund Advisors LP
4.680 %
2,866,032 4.680 % 276 M $
2,622,341 4.282 % 253 M $
Victory Capital Management, Inc. (Investment Management)
3.011 %
1,843,679 3.011 % 178 M $
JPMorgan Investment Management, Inc.
2.673 %
1,636,613 2.673 % 158 M $
Capital Research & Management Co. (International Investors)
2.557 %
1,566,003 2.557 % 151 M $
Fuller & Thaler Asset Management, Inc.
2.028 %
1,241,684 2.028 % 120 M $
BNY Mellon Investment Adviser, Inc.
2.001 %
1,225,339 2.001 % 118 M $
NameEquities%Valuation
Wall Street Management Corp.
0.0200 %
1,000 0.0200 % 23 360 $
NameEquities%Valuation
Flaherty & Crumrine, Inc.
4.339 %
499,000 4.339 % 13 M $
American Research & Management Co.
0.3069 %
35,296 0.3069 % 887 341 $
DoubleLine Capital LP
0.1162 %
13,366 0.1162 % 336 021 $
3,528 0.0307 % 88 694 $
Bartlett & Co. Wealth Management LLC
0.008696 %
1,000 0.008696 % 25 140 $

Holdings

NameEquities%Valuation
597,800 0.00% 108,052,350 $
79,036 0.00% 62,526,960 $
151,053 0.00% 62,481,563 $
299,660 0.00% 52,967,902 $
280,692 0.01% 29,337,928 $
159,210 0.05% 29,230,956 $
145,127 0.14% 27,864,384 $
139,622 0.00% 25,978,069 $
214,768 0.01% 25,480,076 $
40,439 0.01% 24,381,482 $

Company contact information

Wintrust Financial Corp.

9700 West Higgins Road Suite 800

60018-4796, Rosemont

+847 939 9000

http://www.wintrust.com
address Wintrust Financial Corporation(WTFC)

Group companies

NameCategory and Sector
Investment Managers