Wintrust Financial (WTFC) Securities - Held-to-maturity (2015 - 2026)

Wintrust Financial (WTFC) recorded quarterly Securities - Held-to-maturity of $3.3 billion in Q1 2026, down 2.2% on a QoQ basis from $3.3 billion in Q4 2025, and up 12.77% year-over-year from $2.9 billion in Q1 2025.

Wintrust Financial (WTFC) Securities - Held-to-maturity (2015 - 2026) Analysis & Trends

Wintrust Financial has disclosed Securities - Held-to-maturity across 12 years of filings, most recently posting $3.3 billion for Q1 2026.

  • Quarterly Securities - Held-to-maturity rose 12.77% year-over-year to $3.3 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.3 billion (up 12.77% YoY) and the FY2025 annual result came in at $3.3 billion, down 7.46% from the prior year.
  • Securities - Held-to-maturity slipped to $3.3 billion in Q1 2026, from $3.3 billion in the prior quarter.
  • Over five years, Securities - Held-to-maturity peaked at $3.7 billion in Q3 2024 and troughed at $2.7 billion in Q3 2022.
  • A 5-year average of $3.1 billion and a median of $3.1 billion in 2024 frame the typical range for Securities - Held-to-maturity.
  • Annual changes were most pronounced in 2022 — Securities - Held-to-maturity surged 47.62% — and 2025, when it dropped 21.15%.
  • Tracing WTFC's Securities - Held-to-maturity over 5 years: stood at $2.9 billion in 2022, then rose by 9.01% to $3.2 billion in 2023, then rose by 12.39% to $3.6 billion in 2024, then decreased by 7.46% to $3.3 billion in 2025, then declined by 2.2% to $3.3 billion in 2026.
  • Business Quant data shows WTFC's Securities - Held-to-maturity at $3.3 billion in Q1 2026, $3.3 billion in Q4 2025, and $2.9 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Bank Of Chile 98,685.34 Bn 98,685.34 Bn -
2 Bank Bradesco 6,797.89 Bn 6,781.94 Bn -
3 Lloyds Banking 384.13 Bn 384.40 Bn -
4 First Capital 210.21 Bn 210.06 Bn -
5 Itau Unibanco Holding 201.76 Bn 201.76 Bn -
6 Landmark Bancorp 180.25 Bn 180.22 Bn -
7 NatWest 168.65 Bn -51.67 Bn -
8 Shinhan Financial 142.02 Bn 109.60 Bn -
9 Mizuho Financial 112.02 Bn 112.56 Bn -
10 Wintrust Financial 10.52 Bn 10.45 Bn -

Historic Data

Download Data
DateValue
Mar 31, 2026 3.27 Bn
Dec 31, 2025 3.34 Bn
Sep 30, 2025 2.90 Bn
Jun 30, 2025 2.90 Bn
Mar 31, 2025 2.90 Bn
Dec 31, 2024 3.61 Bn
Sep 30, 2024 3.68 Bn
Jun 30, 2024 3.06 Bn
Mar 31, 2024 3.10 Bn
Dec 31, 2023 3.22 Bn
Sep 30, 2023 3.06 Bn
Jun 30, 2023 2.90 Bn
Mar 31, 2023 3.61 Bn
Dec 31, 2022 2.95 Bn
Sep 30, 2022 2.68 Bn
Jun 30, 2022 2.90 Bn
Mar 31, 2022 3.10 Bn
Dec 31, 2021 2.94 Bn
Sep 30, 2021 2.70 Bn
Jun 30, 2021 2.50 Bn