Wintrust Financial Corporation Strategic Asset Allocation Index
Wintrust Financial Corporation strategic asset allocation index. Wintrust Financial Corporation (WTFC) has a Strategic Asset Allocation Index of 124.6% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $8.78 Billion) total $8.78 Billion, measured against net assets of $7.05 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WTFC equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Wintrust Financial Corporation (2000–2024)
Strategic asset allocation index of Wintrust Financial Corporation from 2000 to 2024. This chart shows how Wintrust Financial Corporation's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 124.6%, representing strategic assets of $8.78 Billion against net assets of $7.05 Billion USD. Check Wintrust Financial Corporation tangible book value ratio to evaluate the tangible quality of the company's equity base.
Wintrust Financial Corporation Strategic Asset Allocation Index by Year (2000–2024)
Wintrust Financial Corporation strategic asset allocation index by year from 2000 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for Wintrust Financial Corporation from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of Wintrust Financial Corporation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 125.7% | $7.97 Billion | $- | $7.97 Billion | $6.34 Billion | ▼ -13.3 pp |
| 2023 | 139.0% | $7.50 Billion | $- | $7.50 Billion | $5.40 Billion | ▼ -22.8 pp |
| 2022 | 161.8% | $7.76 Billion | $764.80 Million | $7.00 Billion | $4.80 Billion | ▲ +25.6 pp |
| 2021 | 136.2% | $6.13 Billion | $766.40 Million | $5.36 Billion | $4.50 Billion | ▲ +12.4 pp |
| 2020 | 123.8% | $5.10 Billion | $768.81 Million | $4.33 Billion | $4.12 Billion | ▼ -749.8 pp |
| 2019 | 873.6% | $32.25 Billion | $985.52 Million | $31.26 Billion | $3.69 Billion | ▲ +16.6 pp |
| 2018 | 857.0% | $28.03 Billion | $904.38 Million | $27.13 Billion | $3.27 Billion | ▲ +790.6 pp |
| 2017 | 66.4% | $1.98 Billion | $834.23 Million | $1.14 Billion | $2.98 Billion | ▲ +0.2 pp |
| 2016 | 66.1% | $1.78 Billion | $726.70 Million | $1.06 Billion | $2.70 Billion | ▼ -16.1 pp |
| 2015 | 82.3% | $1.93 Billion | $655.43 Million | $1.27 Billion | $2.34 Billion | ▲ +38.4 pp |
| 2014 | 43.9% | $907.72 Million | $555.23 Million | $352.50 Million | $2.07 Billion | ▼ -1.8 pp |
| 2013 | 45.6% | $866.77 Million | $531.95 Million | $334.82 Million | $1.90 Billion | ▼ -5.0 pp |
| 2012 | 50.6% | $913.99 Million | $501.20 Million | $412.78 Million | $1.80 Billion | ▲ +22.7 pp |
| 2011 | 28.0% | $431.51 Million | $431.51 Million | $- | $1.54 Billion | ▼ -707.2 pp |
| 2010 | 735.1% | $10.56 Billion | $363.70 Million | $10.20 Billion | $1.44 Billion | ▲ +704.4 pp |
| 2009 | 30.8% | $350.35 Million | $350.35 Million | $- | $1.14 Billion | ▼ -2.0 pp |
| 2008 | 32.8% | $349.88 Million | $349.88 Million | $- | $1.07 Billion | ▼ -13.1 pp |
| 2007 | 45.9% | $339.30 Million | $339.30 Million | $- | $739.55 Million | ▲ +5.7 pp |
| 2006 | 40.2% | $311.04 Million | $311.04 Million | $- | $773.35 Million | ▲ +0.7 pp |
| 2005 | 39.5% | $247.88 Million | $247.88 Million | $- | $627.91 Million | ▲ +0.2 pp |
| 2004 | 39.2% | $185.93 Million | $185.93 Million | $- | $473.91 Million | ▼ -5.6 pp |
| 2003 | 44.8% | $156.71 Million | $156.71 Million | $- | $349.84 Million | ▼ -7.6 pp |
| 2002 | 52.4% | $118.96 Million | $118.96 Million | $- | $227.00 Million | ▼ -17.8 pp |
| 2001 | 70.2% | $99.13 Million | $99.13 Million | $- | $141.28 Million | ▼ -14.3 pp |
| 2000 | 84.5% | $86.39 Million | $86.39 Million | $- | $102.28 Million | — |