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, Q3 2023
Institutional positions in Wintrust Financial Corp as of Sep 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
- 349
- +2 vs. Q2 2023
- Shares held
- 57.1M
- +74.2K (+0.1%) vs. Q2 2023
- Total value
- $4.31B
- +$172.2M (+4.2%) vs. Q2 2023
- New holders
- 32
- 109 more added
- Sold out
- 30
- 149 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 397 | $30.0K | 0.00% | +4+1.0% | Added |
| Private Trust Co NA | 383 | $28.9K | 0.00% | −2−0.5% | Reduced |
| Nomura Asset Management Co Ltd | 360 | $27.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 311 | $23.5K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 287 | $21.7K | 0.01% | +287 | New |
| St Germain D J Co Inc | 260 | $19.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 246 | $18.6K | 0.00% | +8+3.4% | Added |
| NBC Securities, Inc. | 250 | $18.0K | 0.00% | +250 | New |
| Harbour Investments, Inc. | 201 | $15.2K | 0.00% | −10−4.7% | Reduced |
| Raleigh Capital Management Inc. | 184 | $13.9K | 0.01% | +61+49.6% | Added |
| Capital Advisors, Ltd. LLC | 167 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 165 | $12.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 163 | $12.3K | 0.00% | −20−10.9% | Reduced |
| Quent Capital, LLC | 159 | $12.0K | 0.00% | +18+12.8% | Added |
| Global Retirement Partners, LLC | 153 | $11.2K | 0.00% | +14+10.1% | Added |
| Fifth Third Bancorp | 148 | $11.2K | 0.00% | +108+270.0% | Added |
| Proequities, Inc. | 142 | $10.7K | 0.00% | +54+61.4% | Added |
| Key Financial Inc | 139 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 118 | $8.91K | 0.00% | −56−32.2% | Reduced |
| Bell Investment Advisors, Inc | 104 | $7.85K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $7.55K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $7.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 91 | $6.87K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $5.51K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 72 | $5.44K | 0.00% | +60+500.0% | Added |
| Front Row Advisors LLC | 67 | $5.06K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 73 | $5.00K | 0.00% | +73 | New |
| Cary Street Partner Investment Advisory LLC | 60 | $4.53K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 59 | $4.46K | 0.00% | +34+136.0% | Added |
| Massmutual Trust Co FSB | 58 | $4.38K | 0.00% | +34+141.7% | Added |
| Sound Income Strategies, LLC | 55 | $4.13K | 0.00% | +1+1.9% | Added |
| RFP Financial Group LLC | 47 | $3.55K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 40 | $3.02K | 0.00% | +40 | New |
| Versant Capital Management, Inc | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $2.04K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 24 | $1.81K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 19 | $1.44K | 0.00% | −18−48.6% | Reduced |
| Washington Trust Co | 18 | $1.36K | 0.00% | −2−10.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.21K | 0.00% | +3+23.1% | Added |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $906 | 0.00% | +12 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $755 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $680 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $302 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $225 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $76 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | −73−100.0% | Reduced |
| Gillson Capital LP | 0 | $0 | 0.00% | −253,573−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −125,312−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −104,034−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −100,629−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −54,287−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,074−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,645−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,437−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −13,973−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,710−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −7,336−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,492−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,386−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −5,740−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −5,648−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −3,287−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −3,065−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −3,034−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |