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 2024
Institutional positions in Wintrust Financial Corp as of Mar 31, 2024. 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
- 388
- −3 vs. Q4 2023
- Shares held
- 58.7M
- +610.2K (+1.1%) vs. Q4 2023
- Total value
- $6.12B
- +$734.5M (+13.6%) vs. Q4 2023
- New holders
- 47
- 139 more added
- Sold out
- 50
- 144 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 3 | $313 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3 | $313 | 0.00% | +3 | New |
| Sachetta, LLC | 9 | $835 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | −22−64.7% | Reduced |
| Horizon Investments, LLC | 11 | $1.14K | 0.00% | +5+83.3% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $1.36K | 0.00% | +13 | New |
| Park Place Capital Corp | 17 | $1.77K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $1.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | +10 | New |
| Mather Group, LLC. | 24 | $2.23K | 0.00% | +24 | New |
| Farther Finance Advisors, LLC | 22 | $2.27K | 0.00% | +7+46.7% | Added |
| Pineridge Advisors LLC | 23 | $2.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $2.92K | 0.00% | +29 | New |
| Rosenberg Matthew Hamilton | 31 | $3.19K | 0.00% | −69−69.0% | Reduced |
| Versant Capital Management, Inc | 32 | $3.34K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 36 | $3.76K | 0.00% | −208−85.2% | Reduced |
| Massmutual Trust Co FSB | 41 | $4.28K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 44 | $4.53K | 0.00% | +44 | Added |
| JFS Wealth Advisors, LLC | 48 | $5.01K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 50 | $5.22K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $5.76K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 57 | $5.95K | 0.00% | +57 | New |
| REAP Financial Group, LLC | 62 | $6.51K | 0.00% | +14+29.2% | Added |
| EverSource Wealth Advisors, LLC | 73 | $7.05K | 0.00% | −150−67.3% | Reduced |
| Venturi Wealth Management, LLC | 70 | $7.31K | 0.00% | +20+40.0% | Added |
| Private Wealth Management Group, LLC | 71 | $7.41K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 75 | $7.83K | 0.01% | −40−34.8% | Reduced |
| SRS Capital Advisors, Inc. | 79 | $8.22K | 0.00% | +1+1.3% | Added |
| Front Row Advisors LLC | 82 | $8.56K | 0.00% | +82 | New |
| Creative Financial Designs Inc | 91 | $9.50K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 97 | $10.1K | 0.01% | +97 | New |
| Clearstead Advisors, LLC | 102 | $10.4K | 0.00% | +9+9.7% | Added |
| Brown Brothers Harriman & Co | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $10.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 113 | $11.8K | 0.00% | +113 | New |
| Benjamin Edwards Inc | 116 | $12.0K | 0.00% | +116 | New |
| Hexagon Capital Partners LLC | 118 | $12.3K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 123 | $12.8K | 0.00% | +123 | New |
| Gilliland Jeter Wealth Management LLC | 132 | $13.8K | 0.00% | +132 | New |
| Key Financial Inc | 139 | $14.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $17.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 168 | $17.5K | 0.00% | −35−17.2% | Reduced |
| Planning Capital Management Corp | 169 | $17.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $17.8K | 0.00% | −14−7.6% | Reduced |
| Fifth Third Bancorp | 173 | $18.1K | 0.00% | +21+13.8% | Added |
| Proequities, Inc. | 182 | $19.0K | 0.00% | +10+5.8% | Added |
| NBC Securities, Inc. | 209 | $21.0K | 0.00% | −41−16.4% | Reduced |
| Rise Advisors, LLC | 202 | $21.0K | 0.01% | +202 | New |
| CoreCap Advisors, LLC | 220 | $23.0K | 0.00% | +220 | New |
| Raleigh Capital Management Inc. | 227 | $23.7K | 0.01% | +11+5.1% | Added |
| Concord Wealth Partners | 250 | $26.1K | 0.00% | +250 | New |
| Opal Wealth Advisors, LLC | 254 | $26.5K | 0.01% | +254 | New |
| Allworth Financial LP | 294 | $30.7K | 0.00% | −4−1.3% | Reduced |
| Harbour Investments, Inc. | 310 | $32.4K | 0.00% | +78+33.6% | Added |
| Umb Bank N A | 330 | $34.4K | 0.00% | +19+6.1% | Added |
| Quent Capital, LLC | 351 | $36.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 359 | $37.0K | 0.00% | +40+12.5% | Added |
| Nomura Asset Management Co Ltd | 360 | $37.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 368 | $38.4K | 0.00% | +35+10.5% | Added |
| Plante Moran Financial Advisors, LLC | 379 | $39.6K | 0.00% | −1,252−76.8% | Reduced |
| Old Second National Bank of Aurora | 400 | $41.8K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 433 | $45.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $45.4K | 0.00% | −5−1.1% | Reduced |
| USA Financial Portformulas Corp | 447 | $46.7K | 0.01% | +447 | New |
| Lindbrook Capital, LLC | 455 | $47.5K | 0.00% | +5+1.1% | Added |
| First Horizon Advisors, Inc. | 482 | $50.3K | 0.00% | +319+195.7% | Added |
| DHJJ Financial Advisors, Ltd. | 488 | $50.9K | 0.02% | +201+70.0% | Added |
| GAMMA Investing LLC | 503 | $52.5K | 0.01% | +81+19.2% | Added |
| Whittier Trust Co | 578 | $60.3K | 0.00% | +336+138.8% | Added |
| Principal Securities, Inc. | 579 | $60.4K | 0.00% | −62−9.7% | Reduced |
| Stephenson National Bank & Trust | 645 | $67.3K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 684 | $71.0K | 0.00% | +127+22.8% | Added |
| Huntington National Bank | 762 | $79.5K | 0.00% | −17−2.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 775 | $80.9K | 0.00% | +98+14.5% | Added |
| Trust Co of Vermont | 775 | $80.9K | 0.00% | −25−3.1% | Reduced |
| C M Bidwell & Associates Ltd | 820 | $85.6K | 0.06% | −9−1.1% | Reduced |
| Covestor Ltd | 885 | $92.0K | 0.06% | −161−15.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 982 | $102.5K | 0.00% | +972+9,720.0% | Added |
| Formidable Asset Management, LLC | 1,191 | $124.4K | 0.02% | +1,191 | New |
| Trifecta Capital Advisors, LLC | 1,229 | $128.3K | 0.03% | −1,842−60.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,251 | $130.6K | 0.00% | +225+21.9% | Added |
| Harvest Fund Management Co., Ltd | 1,302 | $136.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,331 | $138.9K | 0.02% | +200+17.7% | Added |
| Advisor Group Holdings, Inc. | 1,495 | $156.1K | 0.00% | −6,081−80.3% | Reduced |
| IFP Advisors, Inc | 1,558 | $162.6K | 0.01% | +1,558 | New |
| TSFG, LLC | 1,560 | $163.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,607 | $167.8K | 0.01% | +459+40.0% | Added |
| Smartleaf Asset Management LLC | 1,660 | $173.8K | 0.03% | +1,660 | New |
| Flynn Zito Capital Management, LLC | 1,951 | $203.7K | 0.11% | +1,951 | New |
| HSBC Holdings PLC | 1,998 | $208.6K | 0.00% | +1,998 | New |
| Perfromance Wealth Partners, LLC | 9,000 | $210.2K | 0.01% | +9,000 | New |
| Relative Value Partners Group, LLC | 2,284 | $221.5K | 0.01% | −1,250−35.4% | Reduced |
| Pensionmark Financial Group, LLC | 2,123 | $221.6K | 0.03% | +2,123 | New |
| Chicago Wealth Management, Inc. | 2,161 | $225.6K | 0.13% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,174 | $226.9K | 0.01% | +2,174 | New |
| Journey Strategic Wealth LLC | 2,198 | $229.4K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,200 | $229.5K | 0.09% | +2,200 | New |