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Wintrust Financial Corporation (WTFCP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US97650W5040

CUSIP

97650W504

Sector

Financial Services

IPO Date

May 7, 2020

Highlights

EPS (TTM)

$7.11

PE Ratio

3.54

Total Revenue (TTM)

$3.45B

Gross Profit (TTM)

$2.93B

EBITDA (TTM)

$222.06M

Year Range

$23.09 - $25.24

Short %

0.16%

Short Ratio

1.14

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Wintrust Financial Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
4.39%
9.31%
WTFCP (Wintrust Financial Corporation)
Benchmark (^GSPC)

Returns By Period

Wintrust Financial Corporation had a return of 0.84% year-to-date (YTD) and 8.53% in the last 12 months.


WTFCP

YTD

0.84%

1M

0.40%

6M

4.39%

1Y

8.53%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of WTFCP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.60%0.84%
20240.94%2.32%0.15%1.49%-0.72%0.08%1.47%0.44%1.64%0.68%0.60%0.40%9.88%
20230.00%-1.46%-9.81%4.18%-1.48%6.52%-2.83%-1.14%0.64%3.41%2.63%0.80%0.50%
20221.54%-3.17%6.62%-5.64%1.13%-2.33%2.59%-2.45%-3.83%3.64%-0.51%5.13%1.92%
2021-0.84%-2.66%3.39%-0.43%2.01%0.88%1.95%0.56%0.28%-1.33%-1.31%-0.48%1.88%
20203.16%0.70%-0.69%3.02%3.10%-0.26%3.91%4.55%18.73%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, WTFCP is among the top 9% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WTFCP is 9191
Overall Rank
The Sharpe Ratio Rank of WTFCP is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of WTFCP is 8787
Sortino Ratio Rank
The Omega Ratio Rank of WTFCP is 8888
Omega Ratio Rank
The Calmar Ratio Rank of WTFCP is 9696
Calmar Ratio Rank
The Martin Ratio Rank of WTFCP is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Wintrust Financial Corporation (WTFCP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WTFCP, currently valued at 1.67, compared to the broader market-2.000.002.001.671.74
The chart of Sortino ratio for WTFCP, currently valued at 2.53, compared to the broader market-4.00-2.000.002.004.006.002.532.35
The chart of Omega ratio for WTFCP, currently valued at 1.36, compared to the broader market0.501.001.502.001.361.32
The chart of Calmar ratio for WTFCP, currently valued at 3.58, compared to the broader market0.002.004.006.003.582.61
The chart of Martin ratio for WTFCP, currently valued at 13.14, compared to the broader market0.0010.0020.0030.0013.1410.66
WTFCP
^GSPC

The current Wintrust Financial Corporation Sharpe ratio is 1.67. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Wintrust Financial Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.67
1.74
WTFCP (Wintrust Financial Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Wintrust Financial Corporation provided a 6.83% dividend yield over the last twelve months, with an annual payout of $1.72 per share. The company has been increasing its dividends for 4 consecutive years.


4.00%4.50%5.00%5.50%6.00%6.50%7.00%7.50%$0.00$0.50$1.00$1.5020202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020
Dividend$1.72$1.72$1.72$1.72$1.72$1.15

Dividend yield

6.83%6.89%7.07%6.60%6.30%4.04%

Monthly Dividends

The table displays the monthly dividend distributions for Wintrust Financial Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.43$0.00$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.43$1.72
2023$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.72
2022$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.72
2021$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.72
2020$0.72$0.00$0.00$0.43$1.15

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.12%
0
WTFCP (Wintrust Financial Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Wintrust Financial Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wintrust Financial Corporation was 26.10%, occurring on May 4, 2023. Recovery took 185 trading sessions.

The current Wintrust Financial Corporation drawdown is 0.12%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-26.1%Apr 1, 2022274May 4, 2023185Jan 30, 2024459
-6.72%Sep 20, 2021122Mar 14, 202213Mar 31, 2022135
-5.21%Dec 31, 202038Feb 25, 202125Apr 1, 202163
-3.53%Jun 9, 20203Jun 11, 202046Aug 17, 202049
-3.24%May 6, 20215May 12, 202112May 28, 202117

Volatility

Volatility Chart

The current Wintrust Financial Corporation volatility is 0.41%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
0.41%
3.07%
WTFCP (Wintrust Financial Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Wintrust Financial Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Wintrust Financial Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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