Wintrust Financial (WTFC) Securities - Held-to-maturity (2015 - 2026)
Wintrust Financial (WTFC) reported Securities - Held-to-maturity of $3.2 billion for Q2 2026, down 8.7% from $3.5 billion a year earlier and down 2.3% from the prior quarter.
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Analysis
Wintrust Financial (WTFC) Securities - Held-to-maturity (2015 - 2026) Analysis & Trends
At the end of FY2025, Wintrust Financial posted Securities - Held-to-maturity of $3.34 billion, down 7.5% from FY2024.
- Securities - Held-to-maturity has a five-year compound annual growth rate of 42.0% (FY2020 to FY2025).
- By year, Securities - Held-to-maturity came in at $3.61 billion in FY2024 (-6.3%), $3.86 billion in FY2023 (+5.9%), $3.64 billion in FY2022 (+23.7%) and $2.94 billion in FY2021 (+408.0%).
- The Q2 2026 figure ranks as the lowest quarterly Securities - Held-to-maturity since Q4 2021.
- Year over year, Securities - Held-to-maturity has now declined in each of the last eight quarters, with an average decline of 7.0% over the last eight quarters.
- The high point for year-over-year Securities - Held-to-maturity in five years was Q4 2021 (growth of 408.0%); the low point was Q2 2026 (a decline of 8.7%).
- Per Business Quant data, the three quarters before Q2 2026 came in at $3.27 billion (Q1 2026), $3.34 billion (Q4 2025) and $3.44 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (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 | - |
| 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 | - |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - |
| 10 | Wintrust Financial | 9.57 Bn | 4.97 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.20 Bn |
| Mar 31, 2026 | 3.27 Bn |
| Dec 31, 2025 | 3.34 Bn |
| Sep 30, 2025 | 3.44 Bn |
| Jun 30, 2025 | 3.50 Bn |
| Mar 31, 2025 | 3.56 Bn |
| Dec 31, 2024 | 3.61 Bn |
| Sep 30, 2024 | 3.68 Bn |
| Jun 30, 2024 | 3.76 Bn |
| Mar 31, 2024 | 3.81 Bn |
| Dec 31, 2023 | 3.86 Bn |
| Sep 30, 2023 | 3.91 Bn |
| Jun 30, 2023 | 3.56 Bn |
| Mar 31, 2023 | 3.61 Bn |
| Dec 31, 2022 | 3.64 Bn |
| Sep 30, 2022 | 3.39 Bn |
| Jun 30, 2022 | 3.41 Bn |
| Mar 31, 2022 | 3.44 Bn |
| Dec 31, 2021 | 2.94 Bn |
| Sep 30, 2021 | 2.74 Bn |
API Access
Wintrust Financial Securities - Held-to-maturity 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=securities-held-to-maturity&ticker=WTFC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "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=securities-held-to-maturity&ticker=WTFC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();