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 2022
Institutional positions in Wintrust Financial Corp as of Dec 31, 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
- 396
- +45 vs. Q3 2022
- Shares held
- 56.2M
- +1.79M (+3.3%) vs. Q3 2022
- Total value
- $4.71B
- +$270.2M (+6.1%) vs. Q3 2022
- New holders
- 67
- 156 more added
- Sold out
- 22
- 111 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 167 | $0 | 0.00% | +167 | New |
| Sutton Wealth Advisors Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $105 | 0.00% | +2 | New |
| Lee Financial Co | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 3 | $254 | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3 | $254 | 0.00% | +3 | New |
| TCI Wealth Advisors, Inc. | 4 | $338 | 0.00% | −1−20.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 7 | $592 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 9 | $761 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 11 | $930 | 0.00% | −1,999−99.5% | Reduced |
| Disciplined Investments, LLC | 11 | $930 | 0.00% | −3−21.4% | 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 |
| Steward Financial Group LLC | 22 | $1.00K | 0.00% | +22 | New |
| Johnson Financial Group, Inc. | 12 | $1.01K | 0.00% | +12 | New |
| Ellevest, Inc. | 14 | $1.18K | 0.00% | −10−41.7% | Reduced |
| Baker Avenue Asset Management, LP | 16 | $1.35K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.35K | 0.00% | +16 | New |
| M&R Capital Management Inc | 19 | $1.60K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 19 | $1.61K | 0.00% | +1+5.6% | Added |
| Washington Trust Co | 21 | $1.77K | 0.00% | +2+10.5% | Added |
| Truvestments Capital LLC | 21 | $1.77K | 0.00% | +21 | New |
| ClariVest Asset Management LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $2.28K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 29 | $2.45K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $2.71K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $2.71K | 0.00% | −9−22.0% | Reduced |
| RFP Financial Group LLC | 47 | $3.97K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 52 | $4.39K | 0.00% | −5−8.8% | Reduced |
| Sound Income Strategies, LLC | 54 | $4.60K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 59 | $5.00K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 72 | $6.08K | 0.00% | +72 | New |
| Proequities, Inc. | 83 | $7.01K | 0.00% | −61−42.4% | Reduced |
| Covestor Ltd | 97 | $8.00K | 0.01% | −131−57.5% | Reduced |
| Rosenberg Matthew Hamilton | 100 | $8.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $9.13K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $9.47K | 0.00% | −41−26.8% | Reduced |
| IFP Advisors, Inc | 105 | $10.0K | 0.00% | −4−3.7% | Reduced |
| Macroview Investment Management LLC | 128 | $10.8K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $11.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $11.9K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 156 | $13.2K | 0.00% | −2,676−94.5% | Reduced |
| One Wealth Advisors, LLC | 171 | $14.5K | 0.00% | +171 | New |
| Belpointe Asset Management LLC | 177 | $15.0K | 0.00% | +177 | New |
| CWM, LLC | 178 | $15.0K | 0.00% | −38−17.6% | Reduced |
| Raleigh Capital Management Inc. | 188 | $15.9K | 0.01% | +100+113.6% | Added |
| Allworth Financial LP | 194 | $16.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 200 | $16.9K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 240 | $20.3K | 0.00% | +240 | New |
| First Horizon Advisors, Inc. | 253 | $21.4K | 0.00% | +8+3.3% | Added |
| St Germain D J Co Inc | 260 | $22.0K | 0.01% | +260 | New |
| Parallel Advisors, LLC | 272 | $23.0K | 0.00% | −53−16.3% | Reduced |
| Umb Bank N A | 311 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 302 | $26.0K | 0.00% | +62+25.8% | Added |
| Nomura Asset Management Co Ltd | 360 | $30.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 378 | $31.9K | 0.00% | +2+0.5% | Added |
| Old Second National Bank of Aurora | 400 | $33.8K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 407 | $34.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 413 | $34.9K | 0.00% | +27+7.0% | Added |
| Private Trust Co NA | 425 | $36.0K | 0.01% | +14+3.4% | Added |
| Quarry LP | 487 | $41.2K | 0.05% | +487 | New |
| Coppell Advisory Solutions LLC | 524 | $44.3K | 0.02% | +524 | New |
| Coppell Advisory Solutions Corp. | 524 | $44.3K | 0.02% | +524 | New |
| Huntington National Bank | 533 | $45.0K | 0.00% | −52−8.9% | Reduced |
| BDO Wealth Advisors, LLC | 567 | $47.9K | 0.01% | +558+6,200.0% | Added |
| Parkside Financial Bank & Trust | 575 | $48.6K | 0.01% | +111+23.9% | Added |
| Stephenson National Bank & Trust | 645 | $55.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 686 | $58.0K | 0.00% | +686 | New |
| Whittier Trust Co of Nevada Inc | 724 | $61.2K | 0.00% | +47+6.9% | Added |
| Romano Brothers and Company | 842 | $71.2K | 0.01% | +842 | New |
| Simplex Trading, LLC | 898 | $75.0K | 0.00% | +137+18.0% | Added |
| CoreCap Advisors, LLC | 958 | $81.0K | 0.01% | +958 | New |
| Trust Co of Vermont | 1,000 | $84.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,060 | $90.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,081 | $91.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,167 | $98.6K | 0.01% | +159+15.8% | Added |
| State of Wyoming | 1,197 | $101.2K | 0.03% | +1,197 | New |
| Bessemer Group Inc | 1,355 | $114.0K | 0.00% | +1,355 | New |
| Stonebridge Capital Advisors LLC | 1,500 | $126.8K | 0.02% | −12−0.8% | Reduced |
| TSFG, LLC | 1,560 | $132.0K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,562 | $134.3K | 0.05% | +1,562 | New |
| GWM Advisors LLC | 1,607 | $135.8K | 0.00% | +1,607 | New |
| Counterpoint Mutual Funds LLC | 1,632 | $137.9K | 0.15% | +1,632 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,675 | $141.6K | 0.05% | +1,675 | New |
| Signaturefd, LLC | 1,967 | $166.3K | 0.00% | −50−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 2,048 | $172.0K | 0.00% | +126+6.6% | Added |
| Gradient Investments LLC | 2,382 | $201.3K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,403 | $203.1K | 0.00% | −324−11.9% | Reduced |
| Greenleaf Trust | 2,447 | $207.0K | 0.00% | −160−6.1% | Reduced |
| Telemus Capital, LLC | 2,433 | $207.8K | 0.02% | +2,433 | New |
| Raymond James Trust N.A. | 2,461 | $208.0K | 0.01% | −10−0.4% | Reduced |
| Baird Financial Group, Inc. | 2,534 | $214.0K | 0.00% | +22+0.9% | Added |
| PFG Advisors | 2,600 | $219.8K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,649 | $223.9K | 0.03% | +2,649 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,667 | $225.4K | 0.01% | +2,667 | New |
| Point72 Middle East FZE | 2,690 | $227.4K | 0.02% | +2,690 | New |
| Susquehanna International Group, LLP | 2,706 | $228.7K | 0.00% | −3,681−57.6% | Reduced |
| Wintrust Investments LLC | 2,708 | $229.0K | 0.03% | −100−3.6% | Reduced |