Gateway Wealth Partners LLC Invests $575,000 in Wintrust Financial Corporation $WTFC

Posted by Stanley Muller on Jul 31st, 2026

Gateway Wealth Partners LLC bought a new stake in Wintrust Financial Corporation (NASDAQ:WTFC – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 4,138 shares of the bank’s stock, valued at approximately $575,000.

A number of other institutional investors have also added to or reduced their stakes in WTFC. Advisors Asset Management Inc. acquired a new position in Wintrust Financial in the 1st quarter valued at approximately $27,000. Elyxium Wealth LLC acquired a new stake in shares of Wintrust Financial during the 4th quarter worth approximately $31,000. Creative Financial Designs Inc. ADV grew its holdings in shares of Wintrust Financial by 231.9% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 229 shares of the bank’s stock worth $32,000 after purchasing an additional 160 shares in the last quarter. Harbour Investments Inc. increased its position in shares of Wintrust Financial by 72.7% during the fourth quarter. Harbour Investments Inc. now owns 240 shares of the bank’s stock valued at $34,000 after purchasing an additional 101 shares during the period. Finally, Measured Wealth Private Client Group LLC bought a new stake in shares of Wintrust Financial during the first quarter valued at approximately $35,000. 93.48% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Wintrust Financial

In other news, Director Suzet M. Mckinney sold 500 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $148.96, for a total value of $74,480.00. Following the sale, the director owned 3,303 shares in the company, valued at approximately $492,014.88. The trade was a 13.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.24% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on WTFC shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Wintrust Financial in a research report on Monday, June 29th. UBS Group reissued a “neutral” rating and issued a $170.00 price target on shares of Wintrust Financial in a report on Tuesday, July 7th. TD Cowen dropped their price objective on shares of Wintrust Financial from $184.00 to $183.00 and set a “buy” rating for the company in a research note on Wednesday, July 22nd. DA Davidson increased their price objective on shares of Wintrust Financial from $185.00 to $190.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Finally, Capital One Financial set a $170.00 price objective on shares of Wintrust Financial in a report on Tuesday, July 21st. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $177.77.

Check Out Our Latest Stock Analysis on WTFC

Wintrust Financial Trading Up 0.3%

Shares of WTFC opened at $159.65 on Friday. The company has a current ratio of 0.98, a quick ratio of 0.97 and a debt-to-equity ratio of 0.62. The stock has a market cap of $10.77 billion, a PE ratio of 12.82 and a beta of 0.84. Wintrust Financial Corporation has a 1 year low of $119.61 and a 1 year high of $167.21. The stock has a 50 day simple moving average of $157.37 and a 200-day simple moving average of $149.89.

Wintrust Financial (NASDAQ:WTFC – Get Free Report) last announced its quarterly earnings results on Monday, July 20th. The bank reported $3.30 EPS for the quarter, beating the consensus estimate of $3.15 by $0.15. Wintrust Financial had a return on equity of 13.37% and a net margin of 20.72%.The business had revenue of $738.63 million for the quarter, compared to analyst estimates of $735.36 million. During the same quarter in the previous year, the firm earned $2.78 EPS. Wintrust Financial’s quarterly revenue was up 10.1% on a year-over-year basis. On average, sell-side analysts predict that Wintrust Financial Corporation will post 13.04 EPS for the current fiscal year.

Wintrust Financial Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Thursday, August 6th will be issued a dividend of $0.55 per share. The ex-dividend date of this dividend is Thursday, August 6th. This represents a $2.20 dividend on an annualized basis and a dividend yield of 1.4%. Wintrust Financial’s dividend payout ratio (DPR) is presently 17.67%.

Wintrust Financial 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.