Leeward Investments LLC MA Sells 3,328 Shares of Wintrust Financial Corporation $WTFC

Posted by George Bondi on Jun 24th, 2026

Leeward Investments LLC MA trimmed its position in Wintrust Financial Corporation (NASDAQ:WTFC – Free Report) by 1.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 168,932 shares of the bank’s stock after selling 3,328 shares during the period. Wintrust Financial comprises 1.2% of Leeward Investments LLC MA’s portfolio, making the stock its 17th biggest holding. Leeward Investments LLC MA’s holdings in Wintrust Financial were worth $23,471,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. SG Americas Securities LLC boosted its holdings in shares of Wintrust Financial by 78.8% in the first quarter. SG Americas Securities LLC now owns 92,333 shares of the bank’s stock worth $12,829,000 after buying an additional 40,696 shares during the last quarter. Vaughan Nelson Investment Management L.P. purchased a new stake in Wintrust Financial during the first quarter valued at approximately $34,272,000. Rockefeller Capital Management L.P. raised its position in Wintrust Financial by 14.3% in the fourth quarter. Rockefeller Capital Management L.P. now owns 7,012 shares of the bank’s stock worth $980,000 after acquiring an additional 876 shares during the period. World Investment Advisors raised its position in Wintrust Financial by 4.7% in the fourth quarter. World Investment Advisors now owns 5,154 shares of the bank’s stock worth $721,000 after acquiring an additional 230 shares during the period. Finally, Corient Private Wealth LLC boosted its stake in shares of Wintrust Financial by 21.0% during the 4th quarter. Corient Private Wealth LLC now owns 11,269 shares of the bank’s stock worth $1,581,000 after acquiring an additional 1,952 shares during the last quarter. 93.48% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on WTFC shares. Royal Bank Of Canada boosted their price objective on shares of Wintrust Financial from $175.00 to $185.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Piper Sandler reiterated an “overweight” rating and set a $188.00 target price (up from $184.00) on shares of Wintrust Financial in a research report on Wednesday, April 22nd. Barclays boosted their price target on Wintrust Financial from $185.00 to $190.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. DA Davidson restated a “buy” rating and issued a $165.00 price target on shares of Wintrust Financial in a research report on Tuesday, April 21st. Finally, Citigroup raised their price objective on Wintrust Financial from $178.00 to $182.00 and gave the stock a “buy” rating in a research note on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $168.92.

Read Our Latest Research Report on WTFC

Wintrust Financial Stock Performance

Shares of NASDAQ WTFC opened at $157.47 on Wednesday. The firm has a fifty day moving average price of $150.61 and a 200-day moving average price of $146.27. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.98 and a quick ratio of 0.97. The stock has a market cap of $10.62 billion, a PE ratio of 13.20 and a beta of 0.85. Wintrust Financial Corporation has a 1 year low of $119.61 and a 1 year high of $162.96.

Wintrust Financial (NASDAQ:WTFC – Get Free Report) last released its earnings results on Monday, April 20th. The bank reported $3.22 earnings per share for the quarter, beating analysts’ consensus estimates of $2.96 by $0.26. The company had revenue of $713.17 million for the quarter, compared to analysts’ expectations of $707.23 million. Wintrust Financial had a net margin of 20.11% and a return on equity of 13.15%. Wintrust Financial’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.69 EPS. Equities analysts anticipate that Wintrust Financial Corporation will post 13.07 earnings per share for the current fiscal year.

Wintrust Financial Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, May 28th. Shareholders of record on Thursday, May 14th were issued a dividend of $0.55 per share. The ex-dividend date of this dividend was Thursday, May 14th. This represents a $2.20 dividend on an annualized basis and a yield of 1.4%. Wintrust Financial’s dividend payout ratio (DPR) is currently 18.44%.

Insider Activity

In related news, COO David A. Dykstra sold 9,579 shares of the stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $148.82, for a total transaction of $1,425,546.78. Following the completion of the sale, the chief operating officer owned 179,810 shares in the company, valued at approximately $26,759,324.20. This trade represents a 5.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Suzet M. Mckinney sold 500 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $148.96, for a total value of $74,480.00. Following the completion of the transaction, the director directly owned 3,303 shares in the company, valued at approximately $492,014.88. This represents a 13.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 13,099 shares of company stock worth $1,954,386 over the last ninety days. Corporate insiders own 1.24% of the company’s stock.

Wintrust Financial Company Profile

(Free Report)

Wintrust Financial Corporation is a Chicago‐area bank holding company headquartered in Rosemont, Illinois. Through its primary subsidiary, Wintrust Bank, the company operates a network of community banks serving metropolitan Chicago and select markets in southeastern Wisconsin. These locally branded banks provide personalized commercial and consumer banking solutions tailored to small and mid‐size businesses, professionals, and individual clients.

The firm’s core offerings include deposit products, commercial and residential lending, treasury management, and mortgage banking services.