Wintrust Financial Ownership

WTFC Stock  USD 138.01  0.49  0.35%   
Wintrust Financial retains a total of 66.49 Million outstanding shares. The majority of Wintrust Financial outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Wintrust Financial to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Wintrust Financial. Please pay attention to any change in the institutional holdings of Wintrust Financial as this could imply that something significant has changed or is about to change at the company. Please note that no matter how many assets the company shows, if the real value of the company is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
1996-03-31
Previous Quarter
62.8 M
Current Value
65.9 M
Avarage Shares Outstanding
36.4 M
Quarterly Volatility
18.8 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Wintrust Financial in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Wintrust Financial, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At present, Wintrust Financial's Dividend Yield is projected to increase slightly based on the last few years of reporting. The current year's Dividend Paid And Capex Coverage Ratio is expected to grow to 4.54, whereas Dividend Payout Ratio is forecasted to decline to 0.14. The current year's Net Income Applicable To Common Shares is expected to grow to about 581.7 M, whereas Common Stock Shares Outstanding is forecasted to decline to about 38.2 M.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wintrust Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.

Wintrust Stock Ownership Analysis

About 93.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.54. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Wintrust Financial recorded earning per share (EPS) of 9.54. The entity last dividend was issued on the 7th of November 2024. The firm had 3:2 split on the 15th of March 2002. Wintrust Financial Corporation operates as a financial holding company. Wintrust Financial Corporation was founded in 1991 and is headquartered in Rosemont, Illinois. Wintrust Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 52 people. For more information please call Edward Wehmer at 847 939 9000 or visit https://www.wintrust.com.
Besides selling stocks to institutional investors, Wintrust Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Wintrust Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Wintrust Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Wintrust Financial Quarterly Liabilities And Stockholders Equity

63.79 Billion

Wintrust Financial Insider Trades History

Only 1.43% of Wintrust Financial are currently held by insiders. Unlike Wintrust Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Wintrust Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Wintrust Financial's insider trades
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Wintrust Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Wintrust Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Wintrust Financial backward and forwards among themselves. Wintrust Financial's institutional investor refers to the entity that pools money to purchase Wintrust Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Fuller & Thaler Asset Management Inc2024-09-30
1.1 M
Morgan Stanley - Brokerage Accounts2024-06-30
1.1 M
Alliancebernstein L.p.2024-06-30
M
Channing Capital Management, Llc2024-09-30
839.5 K
Federated Hermes Inc2024-09-30
821.5 K
Hhg Plc2024-06-30
803.5 K
Charles Schwab Investment Management Inc2024-09-30
802.8 K
Reinhart Mahoney Capital Management Inc2024-09-30
781.4 K
First Trust Advisors L.p.2024-06-30
734 K
Vanguard Group Inc2024-09-30
6.9 M
Blackrock Inc2024-06-30
5.7 M
Note, although Wintrust Financial's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Wintrust Financial Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Wintrust Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Wintrust Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Wintrust Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Jeffrey Hahnfeld 3 days ago
Disposition of 158 shares by Jeffrey Hahnfeld of Wintrust Financial at 138.28 subject to Rule 16b-3
 
Teglia Karin Gustafson over two weeks ago
Disposition of 2000 shares by Teglia Karin Gustafson of Wintrust Financial subject to Rule 16b-3
 
Mckinney Suzet M over a month ago
Acquisition by Mckinney Suzet M of 448 shares of Wintrust Financial at 104. subject to Rule 16b-3
 
Smith Gregory A over a month ago
Acquisition by Smith Gregory A of 457 shares of Wintrust Financial at 98.56 subject to Rule 16b-3
 
David Stoehr over two months ago
Disposition of 758 shares by David Stoehr of Wintrust Financial at 98.99 subject to Rule 16b-3
 
Postma Richard L over three months ago
Disposition of 46355 shares by Postma Richard L of Wintrust Financial subject to Rule 16b-3
 
Kenney Brian A over three months ago
Acquisition by Kenney Brian A of 433 shares of Wintrust Financial at 104. subject to Rule 16b-3
 
Heitmann Scott K over three months ago
Acquisition by Heitmann Scott K of 261 shares of Wintrust Financial at 104. subject to Rule 16b-3
 
Edward Wehmer over six months ago
Acquisition by Edward Wehmer of 372 shares of Wintrust Financial at 96.8 subject to Rule 16b-3
 
Jeffrey Hahnfeld over six months ago
Disposition of 221 shares by Jeffrey Hahnfeld of Wintrust Financial at 100.71 subject to Rule 16b-3
 
Connelly Elizabeth H. over six months ago
Acquisition by Connelly Elizabeth H. of 572 shares of Wintrust Financial at 92.75 subject to Rule 16b-3
 
Edward Wehmer over six months ago
Disposition of 3310 shares by Edward Wehmer of Wintrust Financial at 102.84 subject to Rule 16b-3

Wintrust Financial Outstanding Bonds

Wintrust Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Wintrust Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Wintrust bonds can be classified according to their maturity, which is the date when Wintrust Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Wintrust Financial Corporate Filings

F4
27th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
10Q
8th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
21st of October 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F3
2nd of August 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

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When determining whether Wintrust Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Wintrust Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Wintrust Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Wintrust Financial Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wintrust Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For information on how to trade Wintrust Stock refer to our How to Trade Wintrust Stock guide.
You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Wintrust Financial. If investors know Wintrust will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Wintrust Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.02)
Dividend Share
1.75
Earnings Share
9.54
Revenue Per Share
36.15
Quarterly Revenue Growth
0.069
The market value of Wintrust Financial is measured differently than its book value, which is the value of Wintrust that is recorded on the company's balance sheet. Investors also form their own opinion of Wintrust Financial's value that differs from its market value or its book value, called intrinsic value, which is Wintrust Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Wintrust Financial's market value can be influenced by many factors that don't directly affect Wintrust Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Wintrust Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Wintrust Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Wintrust Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.