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 2022
Institutional positions in Wintrust Financial Corp as of Sep 30, 2022. 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
- 354
- +7 vs. Q2 2022
- Shares held
- 55.0M
- −1.22M (−2.2%) vs. Q2 2022
- Total value
- $4.49B
- −$20.5M (−0.5%) vs. Q2 2022
- New holders
- 37
- 119 more added
- Sold out
- 30
- 137 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lee Financial Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 1 | $82 | 0.00% | −9−90.0% | Reduced |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $1.00K | 0.00% | −1−6.7% | Reduced |
| American Portfolios Advisors | 17 | $1.39K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 24 | $2.00K | 0.00% | −247−91.1% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $2.00K | 0.00% | −86−76.1% | Reduced |
| Central Trust Co | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Versant Capital Management, Inc | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 41 | $3.00K | 0.00% | +14+51.9% | Added |
| Sound Income Strategies, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 59 | $5.00K | 0.01% | −41−41.0% | Reduced |
| JFS Wealth Advisors, LLC | 57 | $5.00K | 0.00% | +23+67.6% | Added |
| Sageworth Trust Co | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 88 | $7.00K | 0.00% | +57+183.9% | Added |
| Rosenberg Matthew Hamilton | 100 | $8.00K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 128 | $10.0K | 0.02% | +128 | New |
| Key Financial Inc | 139 | $11.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 153 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 144 | $12.0K | 0.00% | +5+3.6% | Added |
| Meeder Asset Management Inc | 154 | $13.0K | 0.00% | −16−9.4% | Reduced |
| Brown Brothers Harriman & Co | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 194 | $16.0K | 0.00% | +7+3.7% | Added |
| CWM, LLC | 216 | $18.0K | 0.00% | +168+350.0% | Added |
| First Horizon Advisors, Inc. | 245 | $19.0K | 0.00% | −108−30.6% | Reduced |
| Covestor Ltd | 228 | $19.0K | 0.02% | +72+46.2% | Added |
| Ci Investments Inc. | 240 | $20.0K | 0.00% | −13−5.1% | Reduced |
| IFP Advisors, Inc | 109 | $24.0K | 0.00% | −23−17.4% | Reduced |
| Umb Bank N A | 311 | $25.0K | 0.00% | −27−8.0% | Reduced |
| Parallel Advisors, LLC | 325 | $26.0K | 0.00% | −7−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 360 | $29.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 386 | $31.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 376 | $31.0K | 0.01% | +1+0.3% | Added |
| Pinebridge Investments, L.P. | 407 | $33.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $33.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 411 | $34.0K | 0.01% | +135+48.9% | Added |
| Acadian Asset Management LLC | 433 | $35.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 464 | $38.0K | 0.01% | +126+37.3% | Added |
| Huntington National Bank | 585 | $48.0K | 0.00% | +30+5.4% | Added |
| Stephenson National Bank & Trust | 645 | $53.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 677 | $55.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 761 | $62.0K | 0.00% | −2,117−73.6% | Reduced |
| Trust Co of Vermont | 1,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,008 | $82.0K | 0.01% | +311+44.6% | Added |
| Wipfli Financial Advisors LLC, | 1,030 | $84.0K | 0.01% | +1,030 | New |
| Benjamin F. Edwards & Company, Inc. | 1,060 | $86.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,081 | $88.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,512 | $123.0K | 0.02% | +12+0.8% | Added |
| TSFG, LLC | 1,560 | $127.0K | 0.06% | 00.0% | Unchanged |
| Macquarie Group Ltd | 610 | $144.0K | 0.00% | −1,153−65.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,922 | $156.0K | 0.00% | +1,555+423.7% | Added |
| Harbour Investments, Inc. | 2,010 | $161.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,017 | $164.0K | 0.01% | −18−0.9% | Reduced |
| Gradient Investments LLC | 2,382 | $194.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,471 | $201.0K | 0.01% | +2,471 | New |
| Gsa Capital Partners LLP | 2,513 | $205.0K | 0.03% | −7,774−75.6% | Reduced |
| Baird Financial Group, Inc. | 2,512 | $205.0K | 0.00% | −368−12.8% | Reduced |
| CWM Advisors, LLC | 2,530 | $206.0K | 0.03% | −105−4.0% | Reduced |
| PFG Advisors | 2,600 | $212.0K | 0.02% | −42−1.6% | Reduced |
| Greenleaf Trust | 2,607 | $213.0K | 0.00% | −82−3.0% | Reduced |
| MQS Management LLC | 2,696 | $220.0K | 0.14% | +2,696 | New |
| Oppenheimer Asset Management Inc. | 2,727 | $222.0K | 0.00% | +65+2.4% | Added |
| Symmetry Partners, LLC | 2,786 | $227.0K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,808 | $229.0K | 0.03% | +100+3.7% | Added |
| PEAK6 Investments LLC | 2,832 | $231.0K | 0.01% | +1,820+179.8% | Added |
| Point72 Hong Kong Ltd | 2,838 | $231.0K | 0.01% | +2,838 | New |
| Profund Advisors LLC | 2,855 | $233.0K | 0.02% | −183−6.0% | Reduced |
| Van Strum & Towne Inc. | 2,870 | $234.0K | 0.11% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,878 | $235.0K | 0.02% | +2,878 | New |
| Northwestern Mutual Wealth Management Co | 2,892 | $236.0K | 0.00% | +27+0.9% | Added |
| Creative Planning | 2,888 | $236.0K | 0.00% | +2,888 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 2,685 | $246.0K | 0.16% | −167−5.9% | Reduced |
| Shelton Capital Management | 3,023 | $247.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,089 | $252.0K | 0.00% | −321−9.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,119 | $254.0K | 0.11% | +315+11.2% | Added |
| Fox Run Management, L.L.C. | 3,143 | $256.0K | 0.10% | +3,143 | New |
| Whittier Trust Co | 3,165 | $258.0K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 3,200 | $261.0K | 0.00% | +100+3.2% | Added |
| Rothschild Investment Corp | 3,240 | $265.0K | 0.03% | −120−3.6% | Reduced |
| Premier Fund Managers Ltd | 3,525 | $288.0K | 0.02% | −577,376−99.4% | Reduced |
| Pictet Asset Management SA | 3,549 | $289.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 3,624 | $296.0K | 0.00% | +3,624 | New |
| Inspirion Wealth Advisors, LLC | 3,656 | $298.0K | 0.07% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,686 | $300.6K | 0.03% | +283+8.3% | Added |
| Jump Financial, LLC | 3,696 | $301.0K | 0.01% | +3,696 | New |
| Western Pacific Wealth Management, LP | 3,712 | $302.0K | 0.31% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,805 | $310.0K | 0.02% | −3,267−46.2% | Reduced |
| Centaurus Financial, Inc. | 3,840 | $313.0K | 0.03% | +22+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,860 | $315.0K | 0.00% | +3,860 | New |
| The PNC Financial Services Group, Inc. | 3,896 | $316.0K | 0.00% | +41+1.1% | Added |