Wintrust Financial Corp
WTFC- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001015328
In the last 90 days, Wintrust Financial Corp insiders filed 0 open-market purchases and 1 sale; 600 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesWTFCN
13F holders, Q2 2021
Institutional positions in Wintrust Financial Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 297
- 0 vs. Q1 2021
- Shares held
- 51.5M
- −513.1K (−1.0%) vs. Q1 2021
- Total value
- $3.90B
- −$39.4M (−1.0%) vs. Q1 2021
- New holders
- 29
- 97 more added
- Sold out
- 29
- 120 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WTFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 600 | $10.4B |
| Q1 2026 | 558 | $8.96B |
| Q4 2025 | 527 | $9.00B |
| Q3 2025 | 478 | $8.44B |
| Q2 2025 | 471 | $8.03B |
| Q1 2025 | 454 | $7.26B |
| Q4 2024 | 445 | $7.88B |
| Q3 2024 | 419 | $6.61B |
| Q2 2024 | 397 | $5.73B |
| Q1 2024 | 388 | $6.12B |
| Q4 2023 | 396 | $5.39B |
| Q3 2023 | 349 | $4.31B |
| Q2 2023 | 350 | $4.14B |
| Q1 2023 | 385 | $4.11B |
| Q4 2022 | 396 | $4.71B |
| Q3 2022 | 354 | $4.49B |
| Q2 2022 | 351 | $4.51B |
| Q1 2022 | 351 | $4.83B |
| Q4 2021 | 332 | $4.68B |
| Q3 2021 | 306 | $4.12B |
| Q2 2021 | 297 | $3.90B |
| Q1 2021 | 298 | $3.94B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Strategic Blueprint, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Central Trust Co | 30 | $2.00K | 0.00% | −50−62.5% | Reduced |
| Versant Capital Management, Inc | 32 | $2.00K | 0.00% | −6−15.8% | Reduced |
| Washington Trust Co | 22 | $2.00K | 0.00% | −1−4.3% | Reduced |
| IFP Advisors, Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 42 | $3.00K | 0.00% | +5+13.5% | Added |
| Whittier Trust Co | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 40 | $3.00K | 0.00% | −1−2.4% | Reduced |
| First Horizon Advisors, Inc. | 49 | $3.00K | 0.00% | +22+81.5% | Added |
| Sound Income Strategies, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 77 | $5.82K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 101 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 131 | $10.0K | 0.00% | −30−18.6% | Reduced |
| First Horizon Corp | 142 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 133 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 153 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 167 | $12.6K | 0.00% | +145+659.1% | Added |
| Exchange Traded Concepts, LLC | 211 | $16.0K | 0.00% | +211 | New |
| Berman Capital Advisors, LLC | 229 | $17.0K | 0.00% | +18+8.5% | Added |
| Parkside Financial Bank & Trust | 236 | $18.0K | 0.01% | +30+14.6% | Added |
| Huntington National Bank | 297 | $22.0K | 0.00% | −48−13.9% | Reduced |
| C M Bidwell & Associates Ltd | 290 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 300 | $23.0K | 0.00% | +300 | New |
| Plante Moran Financial Advisors, LLC | 372 | $28.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 369 | $28.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 410 | $31.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 438 | $33.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 464 | $35.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 618 | $47.0K | 0.00% | +233+60.5% | Added |
| Stephenson National Bank & Trust | 645 | $49.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 736 | $56.0K | 0.01% | +5+0.7% | Added |
| Dark Forest Capital Management LP | 930 | $70.0K | 0.03% | +930 | New |
| Trust Co of Vermont | 1,000 | $76.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $76.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 1,080 | $82.0K | 0.00% | +1,075+21,500.0% | Added |
| Harbour Investments, Inc. | 1,153 | $87.0K | 0.00% | +1,000+653.6% | Added |
| Toronto Dominion Bank | 1,230 | $93.0K | 0.00% | +53+4.5% | Added |
| Rockefeller Capital Management L.P. | 1,270 | $96.0K | 0.00% | +1,064+516.5% | Added |
| Acadian Asset Management LLC | 1,304 | $99.0K | 0.00% | +537+70.0% | Added |
| Stonebridge Capital Advisors LLC | 1,500 | $113.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,560 | $118.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,725 | $130.0K | 0.00% | −33−1.9% | Reduced |
| Macquarie Group Ltd | 1,763 | $133.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,840 | $139.0K | 0.01% | +3+0.2% | Added |
| Private Capital Group, LLC | 1,988 | $150.0K | 0.03% | −60−2.9% | Reduced |
| Meeder Asset Management Inc | 2,346 | $177.0K | 0.01% | −1,038−30.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,670 | $201.0K | 0.00% | −12,643−82.6% | Reduced |
| Raymond James Trust N.A. | 2,681 | $203.0K | 0.01% | −436−14.0% | Reduced |
| Virginia Retirement Systems Et Al | 2,700 | $204.0K | 0.00% | +2,700 | New |
| HighPoint Advisor Group LLC | 2,873 | $217.0K | 0.02% | −325−10.2% | Reduced |
| Van Strum & Towne Inc. | 2,870 | $217.0K | 0.10% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 2,953 | $223.0K | 0.04% | +4+0.1% | Added |
| Gradient Investments LLC | 2,955 | $223.0K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 3,000 | $227.0K | 0.00% | +100+3.4% | Added |
| Integrated Wealth Concepts LLC | 3,042 | $230.0K | 0.01% | +3,042 | New |
| The PNC Financial Services Group, Inc. | 3,056 | $231.0K | 0.00% | −28−0.9% | Reduced |
| Shelton Capital Management | 3,194 | $242.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 3,195 | $242.0K | 0.00% | +156+5.1% | Added |
| Janney Montgomery Scott LLC | 3,211 | $243.0K | 0.00% | +166+5.5% | Added |
| Keebeck Alpha, LP | 3,333 | $252.0K | 0.09% | +3,333 | New |
| Point72 Hong Kong Ltd | 3,441 | $260.0K | 0.02% | +3,441 | New |
| Pictet Asset Management Ltd | 3,549 | $268.0K | 0.00% | −1,251−26.1% | Reduced |
| Rothschild Investment Corp | 3,743 | $283.0K | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,806 | $288.0K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,818 | $289.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,841 | $291.0K | 0.04% | −43−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,865 | $292.0K | 0.00% | +1,000+34.9% | Added |
| Burney Co | 3,900 | $295.0K | 0.01% | −35−0.9% | Reduced |
| HRT Financial LP | 3,924 | $296.0K | 0.00% | −79−2.0% | Reduced |
| Coyle Financial Counsel LLC | 3,919 | $296.0K | 0.18% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 4,037 | $305.0K | 0.16% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,350 | $316.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 4,291 | $323.0K | 0.06% | +4,291 | New |
| Weld Capital Management LLC | 4,466 | $338.0K | 0.34% | +4,466 | New |
| Pathstone Family Office, LLC | 4,521 | $342.0K | 0.01% | +88+2.0% | Added |
| IHT Wealth Management, LLC | 4,709 | $356.0K | 0.02% | +4,709 | New |
| Cetera Advisor Networks LLC | 4,810 | $364.0K | 0.01% | +110+2.3% | Added |
| Strategic Wealth Designers | 5,000 | $378.0K | 0.13% | −5,000−50.0% | Reduced |
| First Mercantile Trust Co | 5,057 | $382.0K | 0.05% | −109−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,059 | $385.0K | 0.00% | −307−5.7% | Reduced |
| Eqis Capital Management, Inc. | 5,209 | $394.0K | 0.03% | +33+0.6% | Added |
| Securian Asset Management, Inc | 5,242 | $396.0K | 0.01% | −121−2.3% | Reduced |
| IndexIQ Advisors LLC | 5,337 | $404.0K | 0.01% | +225+4.4% | Added |
| Bridgefront Capital, LLC | 5,481 | $415.0K | 0.16% | +5,481 | New |
| Fifth Third Bancorp | 5,505 | $416.0K | 0.00% | +5,068+1,159.7% | Added |
| CIBC Private Wealth Group, LLC | 5,591 | $423.0K | 0.00% | −20−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 5,690 | $430.0K | 0.01% | −310−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,746 | $435.0K | 0.00% | −433−7.0% | Reduced |
| Segall Bryant & Hamill, LLC | 5,797 | $438.0K | 0.00% | −600−9.4% | Reduced |
| MPS Loria Financial Planners, LLC | 5,984 | $453.0K | 0.21% | +21+0.4% | Added |
| CSS LLC | 6,284 | $475.0K | 0.03% | −1,000−13.7% | Reduced |
| Quadrature Capital Ltd | 6,310 | $477.0K | 0.02% | −890−12.4% | Reduced |