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, Q2 2023
Institutional positions in Wintrust Financial Corp as of Jun 30, 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
- 350
- −35 vs. Q1 2023
- Shares held
- 57.0M
- +703.5K (+1.2%) vs. Q1 2023
- Total value
- $4.14B
- +$31.3M (+0.8%) vs. Q1 2023
- New holders
- 30
- 152 more added
- Sold out
- 65
- 112 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 44,518 | $1 | 0.00% | +44,518 | New |
| Tfo-TDC, LLC | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $290 | 0.00% | +1+33.3% | Added |
| Sofos Investments, Inc. | 73 | $620 | 0.00% | +73 | New |
| BDO Wealth Advisors, LLC | 9 | $654 | 0.00% | −558−98.4% | Reduced |
| Farther Finance Advisors, LLC | 9 | $654 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $726 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $799 | 0.00% | +11 | New |
| Disciplined Investments, LLC | 12 | $871 | 0.00% | −2−14.3% | Reduced |
| Baker Avenue Asset Management, LP | 12 | $871 | 0.00% | +12 | New |
| Johnson Financial Group, Inc. | 12 | $872 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $945 | 0.00% | +7+116.7% | Added |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $1.02K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $1.45K | 0.00% | +1+5.3% | Added |
| Massmutual Trust Co FSB | 24 | $1.74K | 0.00% | −96−80.0% | Reduced |
| Clearstead Advisors, LLC | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $1.96K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $2.18K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $2.32K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 36 | $2.61K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 37 | $2.69K | 0.00% | +9+32.1% | Added |
| Fifth Third Bancorp | 40 | $2.90K | 0.00% | −132−76.7% | Reduced |
| RFP Financial Group LLC | 47 | $3.41K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 41 | $3.82K | 0.00% | +9+28.1% | Added |
| Sound Income Strategies, LLC | 54 | $3.95K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 60 | $4.36K | 0.00% | +15+33.3% | Added |
| Front Row Advisors LLC | 67 | $5.00K | 0.00% | +18+36.7% | Added |
| EverSource Wealth Advisors, LLC | 73 | $5.30K | 0.00% | +67+1,116.7% | Added |
| Proequities, Inc. | 88 | $6.39K | 0.00% | −6−6.4% | Reduced |
| Creative Financial Designs Inc | 91 | $6.61K | 0.00% | +37+68.5% | Added |
| Brown Brothers Harriman & Co | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $7.55K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 123 | $8.90K | 0.00% | −3−2.4% | Reduced |
| Key Financial Inc | 139 | $10.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 139 | $10.1K | 0.00% | −1−0.7% | Reduced |
| Quent Capital, LLC | 141 | $10.2K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 165 | $12.0K | 0.00% | +45+37.5% | Added |
| Capital Advisors, Ltd. LLC | 167 | $12.0K | 0.00% | +167 | New |
| Hexagon Capital Partners LLC | 174 | $12.6K | 0.00% | +55+46.2% | Added |
| Ronald Blue Trust, Inc. | 184 | $13.0K | 0.00% | +184 | New |
| First Horizon Advisors, Inc. | 183 | $13.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 211 | $15.3K | 0.00% | +200+1,818.2% | Added |
| Quarry LP | 231 | $16.8K | 0.01% | −432−65.2% | Reduced |
| Allworth Financial LP | 238 | $17.3K | 0.00% | +216+981.8% | Added |
| St Germain D J Co Inc | 260 | $18.9K | 0.00% | +260 | New |
| Umb Bank N A | 311 | $22.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 360 | $26.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 385 | $28.0K | 0.00% | −19−4.7% | Reduced |
| Ci Investments Inc. | 393 | $29.0K | 0.00% | +66+20.2% | Added |
| Old Second National Bank of Aurora | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 433 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 458 | $33.3K | 0.00% | +39+9.3% | Added |
| Whittier Trust Co | 493 | $35.8K | 0.00% | −2,672−84.4% | Reduced |
| CWM, LLC | 504 | $37.0K | 0.00% | −17−3.3% | Reduced |
| Huntington National Bank | 555 | $40.3K | 0.00% | −150−21.3% | Reduced |
| Parallel Advisors, LLC | 607 | $44.1K | 0.00% | +27+4.7% | Added |
| Stephenson National Bank & Trust | 645 | $46.8K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 677 | $49.2K | 0.00% | −156−18.7% | Reduced |
| Group One Trading, L.P. | 818 | $59.4K | 0.00% | +818 | New |
| Covestor Ltd | 845 | $61.0K | 0.05% | +380+81.7% | Added |
| Parkside Financial Bank & Trust | 845 | $61.4K | 0.01% | +77+10.0% | Added |
| TD Private Client Wealth LLC | 866 | $62.9K | 0.00% | +61+7.6% | Added |
| Pinebridge Investments, L.P. | 891 | $64.7K | 0.00% | +341+62.0% | Added |
| Trust Co of Vermont | 1,000 | $72.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,081 | $79.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,500 | $108.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,560 | $113.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,559 | $113.2K | 0.00% | +4+0.3% | Added |
| Harbor Capital Advisors, Inc. | 1,589 | $115.4K | 0.02% | +1,589 | New |
| State of Wyoming | 1,653 | $120.0K | 0.04% | +527+46.8% | Added |
| Quadrant Capital Group LLC | 2,241 | $162.7K | 0.02% | +1,020+83.5% | Added |
| Gradient Investments LLC | 2,382 | $173.0K | 0.00% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,870 | $208.4K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,875 | $208.8K | 0.01% | +837+41.1% | Added |
| Plante Moran Financial Advisors, LLC | 2,959 | $214.9K | 0.03% | +1,195+67.7% | Added |
| Arcataur Capital Management LLC | 3,000 | $217.9K | 0.09% | +3,000 | New |
| O'Shaughnessy Asset Management, LLC | 3,001 | $217.9K | 0.00% | −26−0.9% | Reduced |
| Advisory Services Network, LLC | 3,001 | $217.9K | 0.01% | +2,307+332.4% | Added |
| BNP Paribas Arbitrage, SA | 3,016 | $219.0K | 0.00% | −8,914−74.7% | Reduced |
| Shelton Capital Management | 3,023 | $219.5K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,034 | $220.3K | 0.05% | +3,034 | New |
| Old National Bancorp | 3,057 | $222.0K | 0.01% | +3,057 | New |
| American Trust | 3,065 | $222.6K | 0.02% | −371−10.8% | Reduced |
| Headlands Technologies LLC | 3,068 | $222.8K | 0.07% | +3,068 | New |
| Trifecta Capital Advisors, LLC | 3,071 | $223.0K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,074 | $223.2K | 0.00% | −804−20.7% | Reduced |
| Rothschild Investment Corp | 3,083 | $224.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,093 | $225.0K | 0.00% | −108−3.4% | Reduced |
| Raymond James Trust N.A. | 3,184 | $231.0K | 0.01% | −38−1.2% | Reduced |
| Utah Retirement Systems | 3,200 | $232.4K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 3,287 | $238.7K | 0.06% | +8+0.2% | Added |
| PL Capital Advisors, LLC | 3,500 | $254.2K | 0.10% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 3,523 | $255.8K | 0.00% | +284+8.8% | Added |
| Paragon Capital Management Ltd | 3,562 | $258.7K | 0.06% | +3,562 | New |
| ProShare Advisors LLC | 3,575 | $259.6K | 0.00% | −40−1.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,602 | $261.6K | 0.03% | −311−7.9% | Reduced |
| Strategic Investment Solutions, Inc. | 4,129 | $270.0K | 0.06% | 00.0% | Unchanged |