Wintrust Financial (WTFC) Long-Term Investments (2012 - 2026)
Wintrust Financial's Long-Term Investments came in at $294.63 million for Q2 2026, up 4.4% from $282.09 million a year earlier and up 0.9% from the prior quarter.
Wintrust Financial (WTFC) Long-Term Investments (2012 - 2026) Analysis & Trends
At the end of FY2025, Wintrust Financial's Long-Term Investments was $291.88 million, up 3.7% from FY2024.
- Long-Term Investments carries a five-year compound annual growth rate of 16.6% (FY2020 to FY2025).
- Going back by year, Long-Term Investments was $281.41 million in FY2024 (+37.3%), $205 million in FY2023 (-8.8%), $224.76 million in FY2022 (+66.0%) and $135.38 million in FY2021 (-0.2%).
- The Q2 2026 figure represents the highest quarterly Long-Term Investments since Q4 2012.
- Year-over-year, Long-Term Investments has increased for nine consecutive quarters, with growth averaging 15.2% over the last eight quarters.
- The fastest year-over-year change in Long-Term Investments over five years came in Q1 2023 (growth of 79.9%), and the weakest in Q4 2023 (a decline of 8.8%).
- Business Quant data shows WTFC's Long-Term Investments at $292.04 million (Q1 2026), $291.88 million (Q4 2025) and $282.76 million (Q3 2025) in the three quarters before Q2 2026.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | - |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 24.30 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | - |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 255.63 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | - |
| 10 | Wintrust Financial | 9.57 Bn | 4.97 Bn | - | 294.63 Mn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 294.63 Mn |
| Mar 31, 2026 | 292.04 Mn |
| Dec 31, 2025 | 291.88 Mn |
| Sep 30, 2025 | 282.76 Mn |
| Jun 30, 2025 | 282.09 Mn |
| Mar 31, 2025 | 281.89 Mn |
| Dec 31, 2024 | 281.41 Mn |
| Sep 30, 2024 | 266.91 Mn |
| Jun 30, 2024 | 256.50 Mn |
| Mar 31, 2024 | 224.66 Mn |
| Dec 31, 2023 | 205.00 Mn |
| Sep 30, 2023 | 204.04 Mn |
| Jun 30, 2023 | 195.12 Mn |
| Mar 31, 2023 | 244.96 Mn |
| Dec 31, 2022 | 224.76 Mn |
| Sep 30, 2022 | 178.16 Mn |
| Jun 30, 2022 | 136.14 Mn |
| Mar 31, 2022 | 136.16 Mn |
| Dec 31, 2021 | 135.38 Mn |
| Sep 30, 2021 | 135.41 Mn |
Wintrust Financial Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=WTFC&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "WTFC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=WTFC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();