Wheaton Bank & Trust, National Association
Wheaton, IL FDIC 33803 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.56% +0.18 1.38%
Return on Equity (%) 16.87% +1.99 14.88%
Net Interest Margin (%) 2.98% -0.19 3.17%
Efficiency Ratio (%) 33.63% -3.17 36.80%
Pre-Provision Profit ($M) $23 +3.58 $20
Cost of Funds (%) 2.02% -0.25 2.26%
Balance Sheet
Total Assets ($M) $4,463 +705.90 $3,757
Gross Loans ($M) $3,106 +407.80 $2,698
Loan Growth YoY (%) 81.13% -3.18 84.30%
Total Deposits ($M) $3,806 +632.55 $3,173
Shareholders Equity ($M) $420 +67.26 $353
Tang. Book Value ($M) $367 +67.28 $299
TBV excl. AOCI ($M)** $415 +85.06 $330
Loan / Deposit Ratio (%) 81.13% -3.18 84.30%
Credit Quality
NPA / Total Assets (%) 0.28% -0.12 0.39%
Allowance / Loans (%) 0.59% -0.26% 0.85%
Net Charge-Off Ratio (%) 0.40% -0.00 0.40%
Capital
Tier 1 Capital Ratio (%) 11.12% +0.38 10.74%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▅▅▆█▄▄▅▁ Net Interest Margin (%) 3.09% 3.10% 3.10% 3.17% 3.06% 3.06% 3.08% 2.98%
▇▁▁▁▂▅▄█ Return on Assets (%) 1.53% 1.37% 1.38% 1.38% 1.42% 1.48% 1.46% 1.56%
██▇▆▅▄▃▁ Efficiency Ratio (%) 38.1% 37.7% 37.4% 36.8% 36.2% 35.6% 35.1% 33.6%
▇█▇▄▄▆▃▁ Cost of Funds (%) 2.52% 2.61% 2.49% 2.26% 2.25% 2.44% 2.20% 2.02%
▁█▇▆▅▄▅▁ NPA / Assets (%) 0.30% 0.45% 0.42% 0.39% 0.38% 0.36% 0.38% 0.28%
▁█▆▅▅▄▇▅ Net Charge-Off Ratio (%) 0.26% 0.50% 0.44% 0.40% 0.39% 0.38% 0.47% 0.40%
▁▂▂▄▅▆██ Tang. Book Value ($M) $258 $281 $281 $299 $315 $336 $354 $367
▁▁▃▄▆▇██ Gross Loans ($M) $2,445 $2,504 $2,631 $2,698 $2,919 $2,971 $3,058 $3,106
▁▂▂▃▅▆██ Total Deposits ($M) $2,913 $3,062 $3,098 $3,173 $3,464 $3,562 $3,835 $3,806
Portfolio Composition — Q1'26
Loan Mix%
Real Estate30%
C&I / Commercial46%
Consumer17%
Other7%
Deposit Mix%
Nonint.-Bearing Demand17%
Interest-Bearing (core)69%
Brokered / Other14%
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