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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 2,649 | $223.9K | 0.03% | +2,649 | New |
| PFG Advisors | 2,600 | $219.8K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 2,534 | $214.0K | 0.00% | +22+0.9% | Added |
| Raymond James Trust N.A. | 2,461 | $208.0K | 0.01% | −10−0.4% | Reduced |
| Telemus Capital, LLC | 2,433 | $207.8K | 0.02% | +2,433 | New |
| Greenleaf Trust | 2,447 | $207.0K | 0.00% | −160−6.1% | Reduced |
| Oppenheimer Asset Management Inc. | 2,403 | $203.1K | 0.00% | −324−11.9% | Reduced |
| Gradient Investments LLC | 2,382 | $201.3K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,048 | $172.0K | 0.00% | +126+6.6% | Added |
| Signaturefd, LLC | 1,967 | $166.3K | 0.00% | −50−2.5% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,675 | $141.6K | 0.05% | +1,675 | New |
| Counterpoint Mutual Funds LLC | 1,632 | $137.9K | 0.15% | +1,632 | New |
| GWM Advisors LLC | 1,607 | $135.8K | 0.00% | +1,607 | New |
| Accurate Wealth Management, LLC | 1,562 | $134.3K | 0.05% | +1,562 | New |
| TSFG, LLC | 1,560 | $132.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,500 | $126.8K | 0.02% | −12−0.8% | Reduced |
| Bessemer Group Inc | 1,355 | $114.0K | 0.00% | +1,355 | New |
| State of Wyoming | 1,197 | $101.2K | 0.03% | +1,197 | New |
| Quadrant Capital Group LLC | 1,167 | $98.6K | 0.01% | +159+15.8% | Added |
| Harvest Fund Management Co., Ltd | 1,081 | $91.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,060 | $90.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $84.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 958 | $81.0K | 0.01% | +958 | New |
| Simplex Trading, LLC | 898 | $75.0K | 0.00% | +137+18.0% | Added |
| Romano Brothers and Company | 842 | $71.2K | 0.01% | +842 | New |
| Whittier Trust Co of Nevada Inc | 724 | $61.2K | 0.00% | +47+6.9% | Added |
| Advisory Services Network, LLC | 686 | $58.0K | 0.00% | +686 | New |
| Stephenson National Bank & Trust | 645 | $55.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 575 | $48.6K | 0.01% | +111+23.9% | Added |
| BDO Wealth Advisors, LLC | 567 | $47.9K | 0.01% | +558+6,200.0% | Added |
| Huntington National Bank | 533 | $45.0K | 0.00% | −52−8.9% | Reduced |
| Coppell Advisory Solutions LLC | 524 | $44.3K | 0.02% | +524 | New |
| Coppell Advisory Solutions Corp. | 524 | $44.3K | 0.02% | +524 | New |
| Quarry LP | 487 | $41.2K | 0.05% | +487 | New |
| Private Trust Co NA | 425 | $36.0K | 0.01% | +14+3.4% | Added |
| Lindbrook Capital, LLC | 413 | $34.9K | 0.00% | +27+7.0% | Added |
| Pinebridge Investments, L.P. | 407 | $34.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $33.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 378 | $31.9K | 0.00% | +2+0.5% | Added |
| Nomura Asset Management Co Ltd | 360 | $30.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 311 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 302 | $26.0K | 0.00% | +62+25.8% | Added |
| Parallel Advisors, LLC | 272 | $23.0K | 0.00% | −53−16.3% | Reduced |
| St Germain D J Co Inc | 260 | $22.0K | 0.01% | +260 | New |
| First Horizon Advisors, Inc. | 253 | $21.4K | 0.00% | +8+3.3% | Added |
| Money Concepts Capital Corp | 240 | $20.3K | 0.00% | +240 | New |
| Brown Brothers Harriman & Co | 200 | $16.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 194 | $16.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 188 | $15.9K | 0.01% | +100+113.6% | Added |
| CWM, LLC | 178 | $15.0K | 0.00% | −38−17.6% | Reduced |
| Belpointe Asset Management LLC | 177 | $15.0K | 0.00% | +177 | New |
| One Wealth Advisors, LLC | 171 | $14.5K | 0.00% | +171 | New |
| PEAK6 Investments LLC | 156 | $13.2K | 0.00% | −2,676−94.5% | Reduced |
| Quent Capital, LLC | 141 | $11.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $11.3K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 128 | $10.8K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 105 | $10.0K | 0.00% | −4−3.7% | Reduced |
| Hexagon Capital Partners LLC | 112 | $9.47K | 0.00% | −41−26.8% | Reduced |
| Bell Investment Advisors, Inc | 108 | $9.13K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $8.45K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 97 | $8.00K | 0.01% | −131−57.5% | Reduced |
| Proequities, Inc. | 83 | $7.01K | 0.00% | −61−42.4% | Reduced |
| First Manhattan Co | 72 | $6.08K | 0.00% | +72 | New |
| Sageworth Trust Co | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 59 | $5.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 54 | $4.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $4.39K | 0.00% | −5−8.8% | Reduced |
| RFP Financial Group LLC | 47 | $3.97K | 0.00% | +47 | New |
| Versant Capital Management, Inc | 32 | $2.71K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $2.71K | 0.00% | −9−22.0% | Reduced |
| Central Trust Co | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 29 | $2.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $2.28K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 21 | $1.77K | 0.00% | +2+10.5% | Added |
| Truvestments Capital LLC | 21 | $1.77K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 19 | $1.61K | 0.00% | +1+5.6% | Added |
| M&R Capital Management Inc | 19 | $1.60K | 0.00% | +19 | New |
| Baker Avenue Asset Management, LP | 16 | $1.35K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.35K | 0.00% | +16 | New |
| Ellevest, Inc. | 14 | $1.18K | 0.00% | −10−41.7% | Reduced |
| Johnson Financial Group, Inc. | 12 | $1.01K | 0.00% | +12 | New |
| 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 |
| Harbour Investments, Inc. | 11 | $930 | 0.00% | −1,999−99.5% | Reduced |
| Disciplined Investments, LLC | 11 | $930 | 0.00% | −3−21.4% | Reduced |
| Farther Finance Advisors, LLC | 9 | $761 | 0.00% | +9 | New |
| McElhenny Sheffield Capital Management, LLC | 7 | $592 | 0.00% | +7 | New |
| TCI Wealth Advisors, Inc. | 4 | $338 | 0.00% | −1−20.0% | Reduced |
| Glassman Wealth Services | 3 | $254 | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3 | $254 | 0.00% | +3 | New |
| Lee Financial Co | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $105 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $0 | 0.00% | +167 | New |
| Gillson Capital LP | 0 | $0 | 0.00% | −172,966−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −144,099−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | 0 | $0 | 0.00% | −126,870−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −82,529−100.0% | Sold out |