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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 1,764 | $128.7K | 0.02% | +1,386+366.7% | Added |
| PEAK6 Investments LLC | 1,718 | $125.3K | 0.01% | +1,562+1,001.3% | Added |
| TSFG, LLC | 1,560 | $114.0K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,561 | $113.9K | 0.04% | +1,561 | New |
| Steward Partners Investment Advisory, LLC | 1,555 | $113.4K | 0.00% | −143,768−98.9% | Reduced |
| Stonebridge Capital Advisors LLC | 1,500 | $109.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,221 | $89.1K | 0.01% | +54+4.6% | Added |
| Itau Unibanco Holding S.A. | 1,131 | $82.5K | 0.00% | +1,131 | New |
| State of Wyoming | 1,126 | $82.1K | 0.03% | −71−5.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,081 | $79.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $73.0K | 0.00% | −60−5.7% | Reduced |
| Trust Co of Vermont | 1,000 | $73.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 833 | $60.8K | 0.00% | +109+15.1% | Added |
| Dark Forest Capital Management LP | 812 | $59.2K | 0.01% | +812 | New |
| TD Private Client Wealth LLC | 805 | $58.7K | 0.00% | +805 | New |
| Parkside Financial Bank & Trust | 768 | $56.0K | 0.02% | +193+33.6% | Added |
| Huntington National Bank | 705 | $51.4K | 0.00% | +172+32.3% | Added |
| Advisory Services Network, LLC | 694 | $50.6K | 0.00% | +8+1.2% | Added |
| Quarry LP | 663 | $48.4K | 0.03% | +176+36.1% | Added |
| Stephenson National Bank & Trust | 645 | $47.1K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 580 | $42.4K | 0.00% | +308+113.2% | Added |
| BDO Wealth Advisors, LLC | 567 | $41.4K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 550 | $40.1K | 0.00% | +143+35.1% | Added |
| CWM, LLC | 521 | $38.0K | 0.00% | +343+192.7% | Added |
| Covestor Ltd | 465 | $34.0K | 0.03% | +368+379.4% | Added |
| Acadian Asset Management LLC | 433 | $31.0K | 0.00% | −3,262−88.3% | Reduced |
| Lindbrook Capital, LLC | 419 | $30.6K | 0.00% | +6+1.5% | Added |
| Private Trust Co NA | 404 | $29.5K | 0.00% | −21−4.9% | Reduced |
| Old Second National Bank of Aurora | 400 | $29.2K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 365 | $26.6K | 0.00% | +188+106.2% | Added |
| Nomura Asset Management Co Ltd | 360 | $26.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 327 | $24.0K | 0.00% | +25+8.3% | Added |
| Umb Bank N A | 311 | $22.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 183 | $13.4K | 0.00% | −70−27.7% | Reduced |
| Fifth Third Bancorp | 172 | $12.5K | 0.00% | −5,874−97.2% | Reduced |
| Simplex Trading, LLC | 151 | $11.0K | 0.00% | −747−83.2% | Reduced |
| Quent Capital, LLC | 141 | $10.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $10.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 126 | $9.17K | 0.00% | −62−33.0% | Reduced |
| Global Retirement Partners, LLC | 140 | $8.78K | 0.00% | +111+382.8% | 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 |
| Hexagon Capital Partners LLC | 119 | $8.68K | 0.00% | +7+6.3% | Added |
| Bell Investment Advisors, Inc | 104 | $7.59K | 0.00% | −4−3.7% | Reduced |
| Brown Brothers Harriman & Co | 100 | $7.29K | 0.00% | −100−50.0% | Reduced |
| Rosenberg Matthew Hamilton | 100 | $7.29K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 94 | $6.86K | 0.00% | +11+13.3% | Added |
| International Assets Investment Management, LLC | 83 | $6.05K | 0.00% | +83 | New |
| Sageworth Trust Co | 69 | $5.03K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 63 | $4.60K | 0.00% | +49+350.0% | Added |
| Front Row Advisors LLC | 49 | $4.00K | 0.00% | +49 | New |
| Sound Income Strategies, LLC | 54 | $3.97K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $3.94K | 0.00% | +54 | New |
| RFP Financial Group LLC | 47 | $3.43K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 45 | $3.28K | 0.00% | +45 | New |
| IFP Advisors, Inc | 32 | $2.98K | 0.00% | −73−69.5% | Reduced |
| Versant Capital Management, Inc | 32 | $2.33K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $2.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 28 | $2.04K | 0.00% | −24−46.2% | Reduced |
| Steward Financial Group LLC | 41 | $2.00K | 0.00% | +19+86.4% | Added |
| Farmers & Merchants Investments Inc | 27 | $1.97K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.82K | 0.00% | +25 | New |
| Allworth Financial LP | 22 | $1.60K | 0.00% | −172−88.7% | Reduced |
| Schubert & Co | 22 | $1.60K | 0.00% | −10−31.3% | Reduced |
| Washington Trust Co | 19 | $1.39K | 0.00% | −2−9.5% | Reduced |
| Milestone Investment Advisors LLC | 18 | $1.31K | 0.00% | +18 | New |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.17K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $1.02K | 0.00% | +3+27.3% | Added |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $876 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $803 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $729 | 0.00% | +10 | New |
| Farther Finance Advisors, LLC | 9 | $657 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $511 | 0.00% | +7 | 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 |
| 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 |
| Horizon Investments, LLC | 3 | $217 | 0.00% | +3 | New |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −243,324−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −86,905−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −83,643−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −72,823−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −69,700−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −64,944−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −58,122−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −32,566−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,521−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −27,783−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,275−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,029−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −16,538−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −13,715−100.0% | Sold out |