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, Q1 2023
Institutional positions in Wintrust Financial Corp as of Mar 31, 2023. 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
- 385
- −6 vs. Q4 2022
- Shares held
- 56.3M
- +188.6K (+0.3%) vs. Q4 2022
- Total value
- $4.11B
- −$595.1M (−12.7%) vs. Q4 2022
- New holders
- 52
- 132 more added
- Sold out
- 58
- 139 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Horizon Investments, LLC | 3 | $217 | 0.00% | +3 | New |
| TCI Wealth Advisors, Inc. | 3 | $219 | 0.00% | −1−25.0% | Reduced |
| Glassman Wealth Services | 3 | $219 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $219 | 0.00% | +1+50.0% | Added |
| TFC Financial Management | 3 | $219 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 6 | $438 | 0.00% | −13−68.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6 | $438 | 0.00% | +6 | New |
| Rise Advisors, LLC | 6 | $438 | 0.00% | +6 | New |
| Assetmark, Inc | 7 | $511 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 9 | $657 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $729 | 0.00% | +10 | New |
| Harbour Investments, Inc. | 11 | $803 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $876 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $1.02K | 0.00% | +3+27.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.17K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 18 | $1.31K | 0.00% | +18 | New |
| Washington Trust Co | 19 | $1.39K | 0.00% | −2−9.5% | Reduced |
| Allworth Financial LP | 22 | $1.60K | 0.00% | −172−88.7% | Reduced |
| Schubert & Co | 22 | $1.60K | 0.00% | −10−31.3% | Reduced |
| Clearstead Advisors, LLC | 25 | $1.82K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 27 | $1.97K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 41 | $2.00K | 0.00% | +19+86.4% | Added |
| JFS Wealth Advisors, LLC | 28 | $2.04K | 0.00% | −24−46.2% | Reduced |
| Central Trust Co | 30 | $2.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $2.33K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32 | $2.98K | 0.00% | −73−69.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 45 | $3.28K | 0.00% | +45 | New |
| RFP Financial Group LLC | 47 | $3.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $3.94K | 0.00% | +54 | New |
| Sound Income Strategies, LLC | 54 | $3.97K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 49 | $4.00K | 0.00% | +49 | New |
| Ellevest, Inc. | 63 | $4.60K | 0.00% | +49+350.0% | Added |
| Sageworth Trust Co | 69 | $5.03K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 83 | $6.05K | 0.00% | +83 | New |
| Proequities, Inc. | 94 | $6.86K | 0.00% | +11+13.3% | Added |
| Brown Brothers Harriman & Co | 100 | $7.29K | 0.00% | −100−50.0% | Reduced |
| Rosenberg Matthew Hamilton | 100 | $7.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $7.59K | 0.00% | −4−3.7% | Reduced |
| Hexagon Capital Partners LLC | 119 | $8.68K | 0.00% | +7+6.3% | Added |
| Lee Financial Co | 120 | $8.75K | 0.00% | +118+5,900.0% | Added |
| Peregrine Capital Management LLC | 120 | $8.75K | 0.00% | +120 | New |
| Massmutual Trust Co FSB | 120 | $8.75K | 0.00% | +120 | New |
| Global Retirement Partners, LLC | 140 | $8.78K | 0.00% | +111+382.8% | Added |
| Raleigh Capital Management Inc. | 126 | $9.17K | 0.00% | −62−33.0% | Reduced |
| Key Financial Inc | 139 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 141 | $10.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 151 | $11.0K | 0.00% | −747−83.2% | Reduced |
| Fifth Third Bancorp | 172 | $12.5K | 0.00% | −5,874−97.2% | Reduced |
| First Horizon Advisors, Inc. | 183 | $13.4K | 0.00% | −70−27.7% | Reduced |
| Umb Bank N A | 311 | $22.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 327 | $24.0K | 0.00% | +25+8.3% | Added |
| Nomura Asset Management Co Ltd | 360 | $26.3K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 365 | $26.6K | 0.00% | +188+106.2% | Added |
| Old Second National Bank of Aurora | 400 | $29.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 404 | $29.5K | 0.00% | −21−4.9% | Reduced |
| Lindbrook Capital, LLC | 419 | $30.6K | 0.00% | +6+1.5% | Added |
| Acadian Asset Management LLC | 433 | $31.0K | 0.00% | −3,262−88.3% | Reduced |
| Covestor Ltd | 465 | $34.0K | 0.03% | +368+379.4% | Added |
| CWM, LLC | 521 | $38.0K | 0.00% | +343+192.7% | Added |
| Pinebridge Investments, L.P. | 550 | $40.1K | 0.00% | +143+35.1% | Added |
| BDO Wealth Advisors, LLC | 567 | $41.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 580 | $42.4K | 0.00% | +308+113.2% | Added |
| Stephenson National Bank & Trust | 645 | $47.1K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 663 | $48.4K | 0.03% | +176+36.1% | Added |
| Advisory Services Network, LLC | 694 | $50.6K | 0.00% | +8+1.2% | Added |
| Huntington National Bank | 705 | $51.4K | 0.00% | +172+32.3% | Added |
| Parkside Financial Bank & Trust | 768 | $56.0K | 0.02% | +193+33.6% | Added |
| TD Private Client Wealth LLC | 805 | $58.7K | 0.00% | +805 | New |
| Dark Forest Capital Management LP | 812 | $59.2K | 0.01% | +812 | New |
| Whittier Trust Co of Nevada Inc | 833 | $60.8K | 0.00% | +109+15.1% | Added |
| Trust Co of Vermont | 1,000 | $73.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $73.0K | 0.00% | −60−5.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,081 | $79.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,126 | $82.1K | 0.03% | −71−5.9% | Reduced |
| Itau Unibanco Holding S.A. | 1,131 | $82.5K | 0.00% | +1,131 | New |
| Quadrant Capital Group LLC | 1,221 | $89.1K | 0.01% | +54+4.6% | Added |
| Stonebridge Capital Advisors LLC | 1,500 | $109.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,555 | $113.4K | 0.00% | −143,768−98.9% | Reduced |
| Kapitalo Investimentos Ltda | 1,561 | $113.9K | 0.04% | +1,561 | New |
| TSFG, LLC | 1,560 | $114.0K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,718 | $125.3K | 0.01% | +1,562+1,001.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,764 | $128.7K | 0.02% | +1,386+366.7% | Added |
| Signaturefd, LLC | 2,038 | $148.7K | 0.00% | +71+3.6% | Added |
| Gradient Investments LLC | 2,382 | $173.8K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,786 | $203.0K | 0.01% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,870 | $209.4K | 0.09% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 2,878 | $209.9K | 0.01% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,909 | $212.0K | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,978 | $217.2K | 0.00% | +2,978 | New |
| Shelton Capital Management | 3,023 | $220.5K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,027 | $220.8K | 0.00% | +3,027 | New |
| Trifecta Capital Advisors, LLC | 3,071 | $224.0K | 0.08% | +3,071 | New |
| Rothschild Investment Corp | 3,083 | $225.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,165 | $230.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,201 | $233.0K | 0.00% | +1,846+136.2% | Added |
| Utah Retirement Systems | 3,200 | $233.4K | 0.00% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,216 | $234.6K | 0.02% | +783+32.2% | Added |