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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 2,612 | $242.3K | 0.00% | +2,612 | New |
| Aquatic Capital Management LLC | 2,600 | $241.0K | 0.01% | +2,600 | New |
| CBOE Vest Financial, LLC | 2,548 | $236.3K | 0.01% | +2,548 | New |
| Headlands Technologies LLC | 2,529 | $234.6K | 0.07% | −65−2.5% | Reduced |
| Virtu Financial LLC | 2,518 | $234.0K | 0.02% | +2,518 | New |
| Paulson Wealth Management Inc. | 2,422 | $224.6K | 0.07% | +2,422 | New |
| Arcataur Capital Management LLC | 2,400 | $222.6K | 0.08% | −600−20.0% | Reduced |
| Fairhaven Wealth Management, LLC | 2,380 | $220.7K | 0.08% | +2,380 | New |
| Gradient Investments LLC | 2,377 | $220.5K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,292 | $213.0K | 0.02% | −1,998−46.6% | Reduced |
| American Trust | 2,279 | $211.4K | 0.02% | +2,279 | New |
| Journey Strategic Wealth LLC | 2,198 | $203.9K | 0.01% | +2,198 | New |
| Chicago Wealth Management, Inc. | 2,161 | $200.4K | 0.14% | +2,161 | New |
| Assetmark, Inc | 2,106 | $195.3K | 0.00% | +2,105+210,500.0% | Added |
| PL Capital Advisors, LLC | 1,855 | $172.1K | 0.06% | −1,645−47.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,631 | $151.3K | 0.02% | −538−24.8% | Reduced |
| TSFG, LLC | 1,560 | $145.0K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,483 | $137.5K | 0.00% | −1,820−55.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,302 | $122.0K | 0.02% | +747+134.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,202 | $111.5K | 0.00% | −8−0.7% | Reduced |
| TD Private Client Wealth LLC | 1,148 | $106.5K | 0.00% | +173+17.7% | Added |
| Parkside Financial Bank & Trust | 1,131 | $104.9K | 0.02% | +103+10.0% | Added |
| Covestor Ltd | 1,046 | $97.0K | 0.07% | +6+0.6% | Added |
| Rothschild Investment LLC | 877 | $81.3K | 0.01% | +877 | New |
| Ronald Blue Trust, Inc. | 1,026 | $78.0K | 0.00% | +202+24.5% | Added |
| C M Bidwell & Associates Ltd | 829 | $76.9K | 0.06% | +829 | New |
| Trust Co of Vermont | 800 | $74.2K | 0.00% | −200−20.0% | Reduced |
| Huntington National Bank | 779 | $72.3K | 0.00% | +54+7.4% | Added |
| Whittier Trust Co of Nevada Inc | 677 | $62.8K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 645 | $59.8K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 645 | $59.8K | 0.01% | +645 | New |
| Principal Securities, Inc. | 641 | $59.5K | 0.00% | +641 | New |
| Ci Investments Inc. | 557 | $52.0K | 0.00% | +160+40.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 494 | $45.8K | 0.01% | +494 | New |
| Lindbrook Capital, LLC | 450 | $41.7K | 0.00% | −15−3.2% | Reduced |
| GAMMA Investing LLC | 422 | $40.9K | 0.01% | +422 | New |
| Private Trust Co NA | 440 | $40.8K | 0.00% | +57+14.9% | Added |
| Acadian Asset Management LLC | 433 | $40.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 409 | $38.0K | 0.01% | +409 | New |
| Old Second National Bank of Aurora | 400 | $37.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 360 | $33.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 351 | $32.6K | 0.00% | +192+120.8% | Added |
| Parallel Advisors, LLC | 333 | $30.9K | 0.00% | −256−43.5% | Reduced |
| CWM, LLC | 319 | $30.0K | 0.00% | −140−30.5% | Reduced |
| Umb Bank N A | 311 | $28.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 298 | $27.6K | 0.00% | +52+21.1% | Added |
| DHJJ Financial Advisors, Ltd. | 287 | $26.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 267 | $24.8K | 0.00% | +267 | New |
| NBC Securities, Inc. | 250 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 244 | $22.6K | 0.01% | −205−45.7% | Reduced |
| Whittier Trust Co | 242 | $22.4K | 0.00% | −251−50.9% | Reduced |
| 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 |
| EverSource Wealth Advisors, LLC | 223 | $20.7K | 0.00% | +150+205.5% | Added |
| Coppell Advisory Solutions LLC | 219 | $20.3K | 0.00% | −305−58.2% | Reduced |
| Raleigh Capital Management Inc. | 216 | $20.1K | 0.01% | +32+17.4% | Added |
| GWM Advisors LLC | 203 | $18.8K | 0.00% | +203 | New |
| Global Retirement Partners, LLC | 185 | $17.4K | 0.00% | +32+20.9% | Added |
| Proequities, Inc. | 172 | $16.0K | 0.00% | +30+21.1% | Added |
| Planning Capital Management Corp | 169 | $15.7K | 0.01% | +169 | New |
| Lee Financial Co | 165 | $15.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 163 | $15.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 152 | $14.1K | 0.00% | +4+2.7% | Added |
| Key Financial Inc | 139 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 118 | $10.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 115 | $10.7K | 0.01% | +115 | New |
| Bell Investment Advisors, Inc | 104 | $9.65K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $9.28K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $9.28K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 93 | $8.63K | 0.00% | +34+57.6% | Added |
| Cubist Systematic Strategies, LLC | 92 | $8.53K | 0.00% | +92 | New |
| Creative Financial Designs Inc | 91 | $8.44K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 81 | $7.51K | 0.01% | +81 | New |
| SRS Capital Advisors, Inc. | 78 | $7.27K | 0.00% | +78 | New |
| Private Wealth Management Group, LLC | 71 | $6.59K | 0.00% | +71 | New |
| Sound Income Strategies, LLC | 55 | $5.09K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 50 | $4.64K | 0.00% | +10+25.0% | Added |
| VisionPoint Advisory Group, LLC | 50 | $4.64K | 0.00% | +50 | New |
| REAP Financial Group, LLC | 48 | $4.47K | 0.00% | +48 | New |
| JFS Wealth Advisors, LLC | 48 | $4.45K | 0.00% | +29+152.6% | Added |
| Massmutual Trust Co FSB | 41 | $3.80K | 0.00% | −17−29.3% | Reduced |
| Hantz Financial Services, Inc. | 34 | $3.00K | 0.00% | +22+183.3% | Added |
| Versant Capital Management, Inc | 32 | $2.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $2.32K | 0.00% | −2−7.4% | Reduced |
| Pineridge Advisors LLC | 23 | $2.13K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 18 | $1.67K | 0.00% | +2+12.5% | Added |
| Farther Finance Advisors, LLC | 15 | $1.39K | 0.00% | +6+66.7% | Added |
| Provenance Wealth Advisors, LLC | 13 | $1.21K | 0.00% | +1+8.3% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $1.02K | 0.00% | +11 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $927 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 9 | $835 | 0.00% | +9 | New |
| Glassman Wealth Services | 8 | $742 | 0.00% | +4+100.0% | Added |
| Horizon Investments, LLC | 6 | $554 | 0.00% | +3+100.0% | Added |
| Tfo-TDC, LLC | 3 | $278 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −318,025−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −55,827−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −26,200−100.0% | Sold out |