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, Q4 2021
Institutional positions in Wintrust Financial Corp as of Dec 31, 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
- 332
- +29 vs. Q3 2021
- Shares held
- 51.6M
- +354.3K (+0.7%) vs. Q3 2021
- Total value
- $4.68B
- +$569.1M (+13.8%) vs. Q3 2021
- New holders
- 55
- 88 more added
- Sold out
- 26
- 132 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1 | $0 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| KB Financial Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 7 | $636 | 0.00% | +7 | New |
| Harbour Investments, Inc. | 10 | $1.00K | 0.00% | −1,144−99.1% | Reduced |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Concord Wealth Partners | 7 | $1.00K | 0.00% | +7 | New |
| Schubert & Co | 10 | $1.00K | 0.00% | +10 | New |
| American Portfolios Advisors | 17 | $1.54K | 0.00% | −60−77.9% | Reduced |
| Washington Trust Co | 20 | $2.00K | 0.00% | −2−9.1% | Reduced |
| IFP Advisors, Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Ellevest, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 40 | $4.00K | 0.00% | +40 | New |
| Sound Income Strategies, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 69 | $6.00K | 0.00% | −231−77.0% | Reduced |
| Proequities, Inc. | 62 | $6.00K | 0.00% | +6+10.7% | Added |
| NEXT Financial Group, Inc | 86 | $8.00K | 0.00% | +62+258.3% | Added |
| Quent Capital, LLC | 83 | $8.00K | 0.00% | +83 | New |
| Brown Brothers Harriman & Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 131 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 133 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 142 | $12.9K | 0.00% | −25−15.0% | Reduced |
| Hexagon Capital Partners LLC | 153 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 166 | $15.0K | 0.02% | +166 | New |
| Rockefeller Capital Management L.P. | 178 | $16.0K | 0.00% | +24+15.6% | Added |
| Allworth Financial LP | 188 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 191 | $17.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 200 | $18.0K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 220 | $20.0K | 0.00% | −19−7.9% | Reduced |
| Sageworth Trust Co of South Dakota | 227 | $21.0K | 0.03% | +227 | New |
| Old Second National Bank of Aurora | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 338 | $30.0K | 0.00% | +338 | New |
| Plante Moran Financial Advisors, LLC | 372 | $34.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 387 | $35.0K | 0.00% | +90+30.3% | Added |
| Parallel Advisors, LLC | 401 | $36.0K | 0.00% | +25+6.6% | Added |
| Acadian Asset Management LLC | 433 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 450 | $41.0K | 0.00% | −216−32.4% | Reduced |
| Lindbrook Capital, LLC | 464 | $42.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 510 | $46.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 554 | $50.0K | 0.01% | +8+1.5% | Added |
| Stephenson National Bank & Trust | 645 | $59.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 677 | $61.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 777 | $71.0K | 0.03% | +665+593.8% | Added |
| CoreCap Advisors, LLC | 950 | $86.0K | 0.01% | +950 | New |
| AdvisorNet Financial, Inc | 1,000 | $91.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $91.0K | 0.01% | +1,000 | New |
| Benjamin F. Edwards & Company, Inc. | 1,060 | $96.0K | 0.00% | +959+949.5% | Added |
| Harvest Fund Management Co., Ltd | 1,081 | $98.0K | 0.02% | +671+163.7% | Added |
| Stonebridge Capital Advisors LLC | 1,500 | $136.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 1,560 | $142.0K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,743 | $158.0K | 0.00% | +1,743 | New |
| Macquarie Group Ltd | 1,763 | $160.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,776 | $161.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,013 | $183.0K | 0.04% | +25+1.3% | Added |
| Signaturefd, LLC | 2,014 | $183.0K | 0.01% | +176+9.6% | Added |
| Raymond James Trust N.A. | 2,224 | $202.0K | 0.01% | +2,224 | New |
| RMB Capital Management, LLC | 2,228 | $202.0K | 0.01% | +2,228 | New |
| Burney Co | 2,250 | $204.0K | 0.01% | −1,450−39.2% | Reduced |
| Fairhaven Wealth Management, LLC | 2,300 | $209.0K | 0.08% | +2,300 | New |
| Prelude Capital Management, LLC | 2,345 | $213.0K | 0.01% | +2,345 | New |
| Man Group plc | 2,497 | $227.0K | 0.00% | +10+0.4% | Added |
| Paragon Capital Management Ltd | 2,542 | $231.0K | 0.04% | −29−1.1% | Reduced |
| Wintrust Investments LLC | 2,581 | $234.0K | 0.02% | 00.0% | Unchanged |
| Jefferies Group LLC | 2,597 | $235.9K | 0.00% | +2,597 | New |
| Quantinno Capital Management LP | 2,724 | $247.0K | 0.04% | +2,724 | New |
| Ausdal Financial Partners, Inc. | 2,737 | $249.0K | 0.03% | +2,737 | New |
| CWM Advisors, LLC | 2,769 | $251.0K | 0.03% | −201−6.8% | Reduced |
| Telemus Capital, LLC | 2,769 | $251.0K | 0.02% | +266+10.6% | Added |
| Gradient Investments LLC | 2,798 | $254.0K | 0.01% | −3−0.1% | Reduced |
| Whittier Trust Co | 2,859 | $259.0K | 0.00% | +2,187+325.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,865 | $260.0K | 0.00% | −1,304−31.3% | Reduced |
| Van Strum & Towne Inc. | 2,870 | $261.0K | 0.09% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,890 | $262.0K | 0.01% | +2,890 | New |
| Gotham Asset Management, LLC | 2,908 | $264.0K | 0.01% | +2,908 | New |
| Oppenheimer Asset Management Inc. | 2,940 | $267.0K | 0.00% | +2,940 | New |
| Meristem Family Wealth, LLC | 2,962 | $269.0K | 0.02% | +4+0.1% | Added |
| Utah Retirement Systems | 3,000 | $272.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 3,023 | $275.0K | 0.01% | −171−5.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,081 | $280.0K | 0.00% | +55+1.8% | Added |
| Greenleaf Trust | 3,153 | $286.0K | 0.00% | −29−0.9% | Reduced |
| Coldstream Capital Management Inc | 3,159 | $287.0K | 0.01% | +3,159 | New |
| Baird Financial Group, Inc. | 3,249 | $295.0K | 0.00% | +3,249 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3,025 | $298.0K | 0.19% | +3,025 | New |
| Advisor Group Holdings, Inc. | 3,498 | $317.0K | 0.00% | +686+24.4% | Added |
| Tower Research Capital LLC (TRC) | 3,523 | $320.0K | 0.01% | +739+26.5% | Added |
| Janney Montgomery Scott LLC | 3,539 | $321.0K | 0.00% | +753+27.0% | Added |
| Pictet Asset Management SA | 3,549 | $322.0K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,595 | $327.0K | 0.00% | +3,595 | New |
| Mount Yale Investment Advisors, LLC | 3,654 | $332.0K | 0.03% | −685−15.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,656 | $332.0K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,722 | $338.0K | 0.01% | −78−2.1% | Reduced |
| Rothschild Investment Corp | 3,786 | $344.0K | 0.03% | 00.0% | Unchanged |