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, Q3 2021
Institutional positions in Wintrust Financial Corp as of Sep 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
- 306
- +12 vs. Q2 2021
- Shares held
- 51.2M
- −234.0K (−0.5%) vs. Q2 2021
- Total value
- $4.12B
- +$215.0M (+5.5%) vs. Q2 2021
- New holders
- 32
- 99 more added
- Sold out
- 20
- 113 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 1,291 | $0 | 0.00% | +211+19.5% | Added |
| Glassman Wealth Services | 3 | $0 | 0.00% | +3 | New |
| Meridian Wealth Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| Cypress Point Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Central Trust Co | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $2.00K | 0.00% | +15+150.0% | Added |
| NEXT Financial Group, Inc | 24 | $2.00K | 0.00% | +24 | New |
| Reilly Financial Advisors, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 56 | $5.00K | 0.00% | +14+33.3% | Added |
| American Portfolios Advisors | 77 | $6.19K | 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 |
| Dark Forest Capital Management LP | 112 | $9.00K | 0.00% | −818−88.0% | Reduced |
| Bell Investment Advisors, Inc | 108 | $9.00K | 0.00% | +108 | New |
| Bessemer Group Inc | 125 | $10.0K | 0.00% | +125 | New |
| Farmers & Merchants Investments Inc | 131 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 133 | $11.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 137 | $11.0K | 0.00% | +130+1,857.1% | Added |
| Rockefeller Capital Management L.P. | 154 | $12.0K | 0.00% | −1,116−87.9% | Reduced |
| Hexagon Capital Partners LLC | 153 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 167 | $13.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 191 | $14.0K | 0.00% | +142+289.8% | Added |
| Allworth Financial LP | 188 | $15.0K | 0.00% | +188 | New |
| Parkside Financial Bank & Trust | 239 | $19.0K | 0.01% | +3+1.3% | Added |
| Berman Capital Advisors, LLC | 240 | $19.0K | 0.00% | +11+4.8% | Added |
| C M Bidwell & Associates Ltd | 290 | $23.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 297 | $24.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 372 | $30.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 376 | $30.0K | 0.00% | +7+1.9% | Added |
| Harvest Fund Management Co., Ltd | 410 | $32.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $32.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 433 | $34.0K | 0.00% | −871−66.8% | Reduced |
| Lindbrook Capital, LLC | 464 | $37.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 510 | $41.0K | 0.00% | +510 | New |
| Quadrant Capital Group LLC | 546 | $44.0K | 0.01% | +108+24.7% | Added |
| Stephenson National Bank & Trust | 645 | $52.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 666 | $54.0K | 0.00% | +48+7.8% | Added |
| Whittier Trust Co | 672 | $54.0K | 0.00% | +631+1,539.0% | Added |
| Whittier Trust Co of Nevada Inc | 677 | $54.0K | 0.00% | +677 | New |
| Meeder Asset Management Inc | 725 | $59.0K | 0.00% | −1,621−69.1% | Reduced |
| Global Retirement Partners, LLC | 736 | $59.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 951 | $76.0K | 0.00% | −279−22.7% | Reduced |
| AdvisorNet Financial, Inc | 1,000 | $80.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,154 | $93.0K | 0.00% | +1+0.1% | Added |
| Stonebridge Capital Advisors LLC | 1,500 | $121.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,560 | $125.0K | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,763 | $142.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,776 | $143.0K | 0.00% | +51+3.0% | Added |
| Signaturefd, LLC | 1,838 | $148.0K | 0.01% | −2−0.1% | Reduced |
| Private Capital Group, LLC | 1,988 | $160.0K | 0.04% | 00.0% | Unchanged |
| Man Group plc | 2,487 | $200.0K | 0.00% | −10,710−81.2% | Reduced |
| Telemus Capital, LLC | 2,503 | $201.0K | 0.02% | +2,503 | New |
| Wintrust Investments LLC | 2,581 | $207.0K | 0.03% | +2,581 | New |
| Paragon Capital Management Ltd | 2,571 | $207.0K | 0.04% | +2,571 | New |
| Tower Research Capital LLC (TRC) | 2,784 | $224.0K | 0.01% | −5,771−67.5% | Reduced |
| Janney Montgomery Scott LLC | 2,786 | $224.0K | 0.00% | −425−13.2% | Reduced |
| Gradient Investments LLC | 2,801 | $225.0K | 0.01% | −154−5.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,812 | $226.0K | 0.00% | +142+5.3% | Added |
| Van Strum & Towne Inc. | 2,870 | $231.0K | 0.09% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,877 | $231.0K | 0.02% | +4+0.1% | Added |
| Meristem Family Wealth, LLC | 2,958 | $238.0K | 0.02% | +5+0.2% | Added |
| CWM Advisors, LLC | 2,970 | $239.0K | 0.03% | +2,970 | New |
| Utah Retirement Systems | 3,000 | $241.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,026 | $245.0K | 0.00% | −30−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 3,043 | $245.0K | 0.01% | +10.0% | Added |
| Greenleaf Trust | 3,182 | $256.0K | 0.00% | −13−0.4% | Reduced |
| Shelton Capital Management | 3,194 | $257.0K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 3,283 | $264.0K | 0.03% | +3,283 | New |
| Cubist Systematic Strategies, LLC | 3,454 | $278.0K | 0.00% | −43,346−92.6% | Reduced |
| Pictet Asset Management SA | 3,549 | $285.0K | 0.00% | +3,549 | New |
| Inspirion Wealth Advisors, LLC | 3,656 | $294.0K | 0.07% | −150−3.9% | Reduced |
| Burney Co | 3,700 | $297.0K | 0.01% | −200−5.1% | Reduced |
| Rothschild Investment Corp | 3,786 | $304.0K | 0.03% | +43+1.1% | Added |
| Profund Advisors LLC | 3,800 | $305.0K | 0.01% | −4,180−52.4% | Reduced |
| Centaurus Financial, Inc. | 3,818 | $307.0K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,816 | $307.0K | 0.08% | +3,816 | New |
| Coyle Financial Counsel LLC | 3,919 | $315.0K | 0.18% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 3,953 | $318.0K | 0.16% | −84−2.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,054 | $326.0K | 0.06% | +4,054 | New |
| Northwestern Mutual Wealth Management Co | 4,169 | $335.0K | 0.00% | +304+7.9% | Added |
| Symmetry Partners, LLC | 4,161 | $345.0K | 0.02% | +4,161 | New |
| Maryland State Retirement & Pension System | 4,350 | $348.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,339 | $349.0K | 0.04% | +498+13.0% | Added |
| IHT Wealth Management, LLC | 4,547 | $365.0K | 0.03% | −162−3.4% | Reduced |
| Pathstone Family Office, LLC | 4,550 | $365.0K | 0.01% | +29+0.6% | Added |
| Trexquant Investment LP | 4,604 | $370.0K | 0.03% | +4,604 | New |
| Jacobs Levy Equity Management, Inc | 4,629 | $372.0K | 0.00% | +4,629 | New |
| Cetera Advisor Networks LLC | 4,733 | $380.0K | 0.01% | −77−1.6% | Reduced |
| Alps Advisors Inc | 4,968 | $399.0K | 0.00% | +4,968 | New |
| Strategic Wealth Designers | 5,000 | $402.0K | 0.12% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 5,059 | $407.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,115 | $411.0K | 0.01% | −127−2.4% | Reduced |
| Eqis Capital Management, Inc. | 5,376 | $432.0K | 0.03% | +167+3.2% | Added |