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 2023
Institutional positions in Wintrust Financial Corp as of Dec 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
- 396
- +52 vs. Q3 2023
- Shares held
- 58.1M
- +1.05M (+1.8%) vs. Q3 2023
- Total value
- $5.39B
- +$1.08B (+25.1%) vs. Q3 2023
- New holders
- 76
- 147 more added
- Sold out
- 24
- 125 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Tfo-TDC, LLC | 3 | $278 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $554 | 0.00% | +3+100.0% | Added |
| Glassman Wealth Services | 8 | $742 | 0.00% | +4+100.0% | Added |
| Sachetta, LLC | 9 | $835 | 0.00% | +9 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $927 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.02K | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 13 | $1.21K | 0.00% | +1+8.3% | Added |
| Farther Finance Advisors, LLC | 15 | $1.39K | 0.00% | +6+66.7% | Added |
| SJS Investment Consulting Inc. | 18 | $1.67K | 0.00% | +2+12.5% | Added |
| Pineridge Advisors LLC | 23 | $2.13K | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 25 | $2.32K | 0.00% | −2−7.4% | Reduced |
| Versant Capital Management, Inc | 32 | $2.97K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 34 | $3.00K | 0.00% | +22+183.3% | Added |
| Massmutual Trust Co FSB | 41 | $3.80K | 0.00% | −17−29.3% | Reduced |
| JFS Wealth Advisors, LLC | 48 | $4.45K | 0.00% | +29+152.6% | Added |
| REAP Financial Group, LLC | 48 | $4.47K | 0.00% | +48 | New |
| Venturi Wealth Management, LLC | 50 | $4.64K | 0.00% | +10+25.0% | Added |
| VisionPoint Advisory Group, LLC | 50 | $4.64K | 0.00% | +50 | New |
| Sound Income Strategies, LLC | 55 | $5.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 71 | $6.59K | 0.00% | +71 | New |
| SRS Capital Advisors, Inc. | 78 | $7.27K | 0.00% | +78 | New |
| Macroview Investment Management LLC | 81 | $7.51K | 0.01% | +81 | New |
| Creative Financial Designs Inc | 91 | $8.44K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 92 | $8.53K | 0.00% | +92 | New |
| Clearstead Advisors, LLC | 93 | $8.63K | 0.00% | +34+57.6% | Added |
| Brown Brothers Harriman & Co | 100 | $9.28K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $9.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $9.65K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 115 | $10.7K | 0.01% | +115 | New |
| Hexagon Capital Partners LLC | 118 | $10.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $12.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 152 | $14.1K | 0.00% | +4+2.7% | Added |
| Capital Advisors, Ltd. LLC | 167 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 163 | $15.1K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 165 | $15.3K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 169 | $15.7K | 0.01% | +169 | New |
| Proequities, Inc. | 172 | $16.0K | 0.00% | +30+21.1% | Added |
| Global Retirement Partners, LLC | 185 | $17.4K | 0.00% | +32+20.9% | Added |
| GWM Advisors LLC | 203 | $18.8K | 0.00% | +203 | New |
| Raleigh Capital Management Inc. | 216 | $20.1K | 0.01% | +32+17.4% | Added |
| Coppell Advisory Solutions LLC | 219 | $20.3K | 0.00% | −305−58.2% | Reduced |
| EverSource Wealth Advisors, LLC | 223 | $20.7K | 0.00% | +150+205.5% | Added |
| Harbour Investments, Inc. | 232 | $21.5K | 0.00% | +31+15.4% | Added |
| Robeco Institutional Asset Management B.V. | 232 | $21.5K | 0.00% | +232 | New |
| Whittier Trust Co | 242 | $22.4K | 0.00% | −251−50.9% | Reduced |
| Quarry LP | 244 | $22.6K | 0.01% | −205−45.7% | Reduced |
| NBC Securities, Inc. | 250 | $23.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 267 | $24.8K | 0.00% | +267 | New |
| DHJJ Financial Advisors, Ltd. | 287 | $26.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 298 | $27.6K | 0.00% | +52+21.1% | Added |
| Umb Bank N A | 311 | $28.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 319 | $30.0K | 0.00% | −140−30.5% | Reduced |
| Parallel Advisors, LLC | 333 | $30.9K | 0.00% | −256−43.5% | Reduced |
| Quent Capital, LLC | 351 | $32.6K | 0.00% | +192+120.8% | Added |
| Nomura Asset Management Co Ltd | 360 | $33.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $37.1K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 409 | $38.0K | 0.01% | +409 | New |
| Acadian Asset Management LLC | 433 | $40.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 440 | $40.8K | 0.00% | +57+14.9% | Added |
| GAMMA Investing LLC | 422 | $40.9K | 0.01% | +422 | New |
| Lindbrook Capital, LLC | 450 | $41.7K | 0.00% | −15−3.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 494 | $45.8K | 0.01% | +494 | New |
| Ci Investments Inc. | 557 | $52.0K | 0.00% | +160+40.3% | Added |
| Principal Securities, Inc. | 641 | $59.5K | 0.00% | +641 | New |
| Stephenson National Bank & Trust | 645 | $59.8K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 645 | $59.8K | 0.01% | +645 | New |
| Whittier Trust Co of Nevada Inc | 677 | $62.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 779 | $72.3K | 0.00% | +54+7.4% | Added |
| Trust Co of Vermont | 800 | $74.2K | 0.00% | −200−20.0% | Reduced |
| C M Bidwell & Associates Ltd | 829 | $76.9K | 0.06% | +829 | New |
| Ronald Blue Trust, Inc. | 1,026 | $78.0K | 0.00% | +202+24.5% | Added |
| Rothschild Investment LLC | 877 | $81.3K | 0.01% | +877 | New |
| Covestor Ltd | 1,046 | $97.0K | 0.07% | +6+0.6% | Added |
| Parkside Financial Bank & Trust | 1,131 | $104.9K | 0.02% | +103+10.0% | Added |
| TD Private Client Wealth LLC | 1,148 | $106.5K | 0.00% | +173+17.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,202 | $111.5K | 0.00% | −8−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,302 | $122.0K | 0.02% | +747+134.6% | Added |
| Advisory Services Network, LLC | 1,483 | $137.5K | 0.00% | −1,820−55.1% | Reduced |
| TSFG, LLC | 1,560 | $145.0K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,631 | $151.3K | 0.02% | −538−24.8% | Reduced |
| PL Capital Advisors, LLC | 1,855 | $172.1K | 0.06% | −1,645−47.0% | Reduced |
| Assetmark, Inc | 2,106 | $195.3K | 0.00% | +2,105+210,500.0% | Added |
| Chicago Wealth Management, Inc. | 2,161 | $200.4K | 0.14% | +2,161 | New |
| Journey Strategic Wealth LLC | 2,198 | $203.9K | 0.01% | +2,198 | New |
| American Trust | 2,279 | $211.4K | 0.02% | +2,279 | New |
| Wintrust Investments LLC | 2,292 | $213.0K | 0.02% | −1,998−46.6% | Reduced |
| Gradient Investments LLC | 2,377 | $220.5K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,380 | $220.7K | 0.08% | +2,380 | New |
| Arcataur Capital Management LLC | 2,400 | $222.6K | 0.08% | −600−20.0% | Reduced |
| Paulson Wealth Management Inc. | 2,422 | $224.6K | 0.07% | +2,422 | New |
| Virtu Financial LLC | 2,518 | $234.0K | 0.02% | +2,518 | New |
| Headlands Technologies LLC | 2,529 | $234.6K | 0.07% | −65−2.5% | Reduced |
| CBOE Vest Financial, LLC | 2,548 | $236.3K | 0.01% | +2,548 | New |
| Aquatic Capital Management LLC | 2,600 | $241.0K | 0.01% | +2,600 | New |
| Regions Financial Corp | 2,612 | $242.3K | 0.00% | +2,612 | New |
| Cerity Partners LLC | 2,638 | $244.7K | 0.00% | +2,638 | New |
| Greenleaf Trust | 2,659 | $246.6K | 0.00% | +2,659 | New |
| Boothbay Fund Management, LLC | 2,686 | $249.1K | 0.01% | +2,686 | New |
| Raymond James Trust N.A. | 2,713 | $251.6K | 0.01% | −210−7.2% | Reduced |