Wintrust Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:WF2 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
28 Jan 25	Sell€297,555	David Stoehr	Individual	2,363	€125.92
28 Jan 25	Sell€530,472	David Dykstra	Individual	4,213	€125.91
28 Jan 25	Sell€52,236	Jeffrey Hahnfeld	Individual	416	€125.57
28 Jan 25	Sell€255,856	Kathleen Boege	Individual	2,032	€125.91
28 Jan 25	Sell€401,129	Richard Murphy	Individual	3,186	€125.90
26 Nov 24	Sell€64,647	Jeffrey Hahnfeld	Individual	485	€133.89
29 Oct 24	Sell€1,656,271	David Dykstra	Individual	15,492	€106.91
29 Oct 24	Sell€438,799	Richard Murphy	Individual	4,099	€107.05
24 Oct 24	Sell€168,801	David Stoehr	Individual	1,607	€105.04
04 Jun 24	Buy€52,168	Gregory Smith	Individual	600	€86.95
23 Apr 24	Sell€20,801	Jeffrey Hahnfeld	Individual	221	€94.12
05 Mar 24	Sell€868,595	Edward Wehmer	Individual	9,500	€91.43
29 Feb 24	Sell€404,621	Kathleen Boege	Individual	4,548	€88.97
29 Feb 24	Sell€211,761	David Lee	Individual	2,364	€89.58
29 Feb 24	Sell€877,099	David Dykstra	Individual	9,870	€88.87
29 Feb 24	Sell€473,432	David Stoehr	Individual	5,322	€88.96
29 Feb 24	Sell€118,727	Jeffrey Hahnfeld	Individual	1,322	€89.81

Insider Trading Volume

Insider Buying: WF2 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WF2?
Owner Type	Number of Shares	Ownership Percentage
State or Government	56,713	0.0853%
Individual Insiders	957,303	1.44%
General Public	3,998,760	6.01%
Institutions	61,482,451	92.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.49% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.3%	The Vanguard Group, Inc.	6,853,326	€864.8m	5.8%	0.01%
9.05%	BlackRock, Inc.	6,018,106	€759.4m	5.27%	0.01%
7.75%	FMR LLC	5,152,371	€650.2m	14.1%	0.04%
4.91%	Dimensional Fund Advisors LP	3,266,652	€412.2m	8.26%	0.06%
3.95%	State Street Global Advisors, Inc.	2,627,561	€331.6m	5.07%	0.01%
2.69%	Capital Research and Management Company	1,786,629	€225.5m	0%	0.01%
2.01%	Victory Capital Management Inc.	1,335,639	€168.5m	-18.9%	0.16%
1.97%	Principal Global Investors, LLC	1,308,939	€165.2m	11.3%	0.08%
1.74%	Geode Capital Management, LLC	1,155,726	€145.8m	8.75%	0.01%
1.74%	AllianceBernstein L.P.	1,155,079	€145.8m	14.2%	0.04%
1.72%	Fuller & Thaler Asset Management, Inc.	1,141,393	€144.0m	-0.21%	0.58%
1.54%	JP Morgan Asset Management	1,023,433	€129.1m	-21.9%	0.01%
1.48%	Invesco Ltd.	983,752	€124.1m	6.16%	0.03%
1.39%	First Trust Advisors LP	926,074	€116.9m	26.2%	0.1%
1.26%	Channing Capital Management, LLC	839,486	€105.9m	2.81%	2.78%
1.21%	Charles Schwab Investment Management, Inc.	802,841	€101.3m	0%	0.02%
1.17%	Hermes Investment Management Limited	775,121	€97.8m	2.1%	0.61%
1.15%	Janus Henderson Group plc	767,743	€96.9m	-4.45%	0.04%
0.97%	American Century Investment Management Inc	646,895	€81.6m	22.8%	0.04%
0.95%	BNY Asset Management	633,735	€80.0m	-3.3%	0.01%
0.94%	Van Lanschot Kempen Investment Management N.V.	622,563	€78.6m	-1.31%	0.54%
0.92%	ClearBridge Investments, LLC	612,359	€77.3m	148%	0.06%
0.92%	Boston Partners Global Investors, Inc.	608,480	€76.8m	0%	0.05%
0.89%	Northern Trust Global Investments	589,766	€74.4m	5.16%	0.01%
0.88%	Reinhart Partners, LLC	584,589	€73.8m	-25.2%	2.93%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/02 03:47
End of Day Share Price	2025/01/31 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Wintrust Financial Corporation is covered by 23 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Bryce Rowe	Baird
Jared Shaw	Barclays
Benjamin Gerlinger	Citigroup Inc