Simplicity Wealth LLC Purchases New Stake in Wintrust Financial Corporation $WTFC

Posted by Geri Gentry on Aug 17th, 2026

Simplicity Wealth LLC acquired a new stake in shares of Wintrust Financial Corporation (NASDAQ:WTFC – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 5,389 shares of the bank’s stock, valued at approximately $866,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. F m Investments LLC boosted its holdings in shares of Wintrust Financial by 61.6% during the fourth quarter. F m Investments LLC now owns 70,857 shares of the bank’s stock valued at $9,907,000 after acquiring an additional 27,013 shares during the period. Westfield Capital Management Co. LP increased its stake in shares of Wintrust Financial by 22.5% in the fourth quarter. Westfield Capital Management Co. LP now owns 559,762 shares of the bank’s stock valued at $78,266,000 after purchasing an additional 102,798 shares during the period. Artemis Investment Management LLP acquired a new stake in Wintrust Financial in the 4th quarter valued at approximately $59,287,000. Horizon Investments LLC raised its stake in shares of Wintrust Financial by 79.8% during the fourth quarter. Horizon Investments LLC now owns 33,287 shares of the bank’s stock valued at $4,654,000 after purchasing an additional 14,776 shares in the last quarter. Finally, Fifth Third Bancorp raised its holdings in Wintrust Financial by 150.3% during the first quarter. Fifth Third Bancorp now owns 54,210 shares of the bank’s stock worth $7,532,000 after purchasing an additional 32,555 shares in the last quarter. Institutional investors own 93.48% of the company’s stock.

Insider Transactions at Wintrust Financial

In other news, COO David A. Dykstra sold 13,515 shares of the stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $162.77, for a total transaction of $2,199,836.55. Following the sale, the chief operating officer directly owned 166,449 shares of the company’s stock, valued at approximately $27,092,903.73. This represents a 7.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.24% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Raymond James Financial started coverage on Wintrust Financial in a research report on Tuesday, July 7th. They set an “outperform” rating and a $180.00 price objective for the company. UBS Group reaffirmed a “neutral” rating and issued a $170.00 target price on shares of Wintrust Financial in a research report on Tuesday, July 7th. Truist Financial raised their price objective on shares of Wintrust Financial from $170.00 to $183.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Royal Bank Of Canada lifted their price target on shares of Wintrust Financial from $175.00 to $185.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Wintrust Financial in a report on Monday, June 29th. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, Wintrust Financial currently has an average rating of “Moderate Buy” and an average price target of $177.77.

Get Our Latest Stock Report on WTFC

Wintrust Financial Price Performance

WTFC stock opened at $162.47 on Monday. The firm has a market capitalization of $10.96 billion, a PE ratio of 13.05 and a beta of 0.85. The company has a current ratio of 0.98, a quick ratio of 0.97 and a debt-to-equity ratio of 0.62. Wintrust Financial Corporation has a 1-year low of $119.61 and a 1-year high of $167.21. The business’s 50 day simple moving average is $159.75 and its 200 day simple moving average is $151.03.

Wintrust Financial (NASDAQ:WTFC – Get Free Report) last posted its earnings results on Monday, July 20th. The bank reported $3.30 earnings per share for the quarter, topping analysts’ consensus estimates of $3.15 by $0.15. The company had revenue of $738.63 million during the quarter, compared to the consensus estimate of $735.36 million. Wintrust Financial had a return on equity of 13.37% and a net margin of 20.72%.The company’s revenue was up 10.1% on a year-over-year basis. During the same quarter last year, the firm earned $2.78 earnings per share. As a group, research analysts anticipate that Wintrust Financial Corporation will post 13.04 EPS for the current year.

Wintrust Financial Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, August 20th. Investors of record on Thursday, August 6th will be given 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 yield of 1.4%. Wintrust Financial’s dividend payout ratio is currently 17.67%.

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.