Skip to content
Screener

Wintrust Financial WTFC Wealth management

Wealth management at other companies

Morgan Stanley logo
Morgan StanleyMS
$5.26B+19.3%
Trustmark logo
TrustmarkTRMK
$10.76M+14.0%
Midland States Bancorp logo
Midland States BancorpMSBI
$8.25M+12.2%
NBT
NBT BancorpNBTB
$10.95M+2.5%
Meridian logo
MeridianMRBK
$1.71M+14.3%
Meridian logo
MeridianMRBK
$1.61M+11.3%

Other financials

Income statement

See full
Revenue$738.6M+10.1%
Net income$233.7M+19.5%
EPS (diluted)$3.30+18.7%

Balance sheet

See full
Cash & equivalents$595.9M-14.3%
Total debt$3.4B+845%
Total equity$7.5B+4.1%
Total assets$74.7B+8.2%

Cash flow

See full
Operating cash flow$255.1M-22.5%
CapEx$12.5M-36.2%
Free cash flow$215.1M-54.4%

Valuation

See full
Market cap$10.74B+28.3%
P/E11.9×+0.6×
P/S3.8×+1.1×

Profitability

See full
Net margin26.6%-2.0pp
FCF margin23.1%-19.1pp

Returns & leverage

See full
Return on equity12.2%+0.6pp
Debt / equity0.5×+0.4×

Where this comes from

Reported directly by Wintrust Financial in its filing.

Tagged under the XBRL concept wtfc:RevenuesWealthManagement.

The source filing: Wintrust Financial’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:47 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001015328-26-000022
(Dollars in thousands, except per share data)Three Months Ended / June 30,2026Three Months Ended / June 30,2025Six Months Ended / June 30,2026Six Months Ended / June 30,2025
Provision for credit losses23,13422,23452,72846,197
Net interest income after provision for credit losses574,232524,4601,123,6621,026,971
Non-interest income
Wealth management39,88336,82181,94270,863
Mortgage banking27,43823,17050,83443,699
Service charges on deposit accounts21,24019,50242,21038,864
Gains on investment securities, net1,8456501,8143,846
Fees from covered call options4,7935,6249,4629,070

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Wintrust Financial's wealth management?
Wintrust Financial (WTFC) reported wealth management of $39.88M in Q2 2026.
How has Wintrust Financial's wealth management changed year-over-year?
Wintrust Financial's wealth management increased by 8.3% year-over-year, from $36.82M to $39.88M.
What is the long-term trend for Wintrust Financial's wealth management?
Over 4 years (2021 to 2025), Wintrust Financial's wealth management has grown at a 4.4% compound annual growth rate (CAGR), from $124.02M to $147.42M.
What does wealth management mean?
Revenue generated from providing investment advisory, trust, and financial planning services to clients. This is a fee-based income stream that is generally less sensitive to interest rate cycles than traditional lending. It serves as a key diversification strategy for banking institutions.

Ask your AI about Wintrust Financial's wealth management.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude