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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1,558 | $162.6K | 0.01% | +1,558 | New |
| Advisor Group Holdings, Inc. | 1,495 | $156.1K | 0.00% | −6,081−80.3% | Reduced |
| Parkside Financial Bank & Trust | 1,331 | $138.9K | 0.02% | +200+17.7% | Added |
| Harvest Fund Management Co., Ltd | 1,302 | $136.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,251 | $130.6K | 0.00% | +225+21.9% | Added |
| Trifecta Capital Advisors, LLC | 1,229 | $128.3K | 0.03% | −1,842−60.0% | Reduced |
| Formidable Asset Management, LLC | 1,191 | $124.4K | 0.02% | +1,191 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 982 | $102.5K | 0.00% | +972+9,720.0% | Added |
| Covestor Ltd | 885 | $92.0K | 0.06% | −161−15.4% | Reduced |
| C M Bidwell & Associates Ltd | 820 | $85.6K | 0.06% | −9−1.1% | Reduced |
| Trust Co of Vermont | 775 | $80.9K | 0.00% | −25−3.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 775 | $80.9K | 0.00% | +98+14.5% | Added |
| Huntington National Bank | 762 | $79.5K | 0.00% | −17−2.2% | Reduced |
| Ci Investments Inc. | 684 | $71.0K | 0.00% | +127+22.8% | Added |
| Stephenson National Bank & Trust | 645 | $67.3K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 579 | $60.4K | 0.00% | −62−9.7% | Reduced |
| Whittier Trust Co | 578 | $60.3K | 0.00% | +336+138.8% | Added |
| GAMMA Investing LLC | 503 | $52.5K | 0.01% | +81+19.2% | Added |
| DHJJ Financial Advisors, Ltd. | 488 | $50.9K | 0.02% | +201+70.0% | Added |
| First Horizon Advisors, Inc. | 482 | $50.3K | 0.00% | +319+195.7% | Added |
| Lindbrook Capital, LLC | 455 | $47.5K | 0.00% | +5+1.1% | Added |
| USA Financial Portformulas Corp | 447 | $46.7K | 0.01% | +447 | New |
| Private Trust Co NA | 435 | $45.4K | 0.00% | −5−1.1% | Reduced |
| Acadian Asset Management LLC | 433 | $45.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 400 | $41.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 379 | $39.6K | 0.00% | −1,252−76.8% | Reduced |
| Parallel Advisors, LLC | 368 | $38.4K | 0.00% | +35+10.5% | Added |
| Nomura Asset Management Co Ltd | 360 | $37.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 359 | $37.0K | 0.00% | +40+12.5% | Added |
| Quent Capital, LLC | 351 | $36.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 330 | $34.4K | 0.00% | +19+6.1% | Added |
| Harbour Investments, Inc. | 310 | $32.4K | 0.00% | +78+33.6% | Added |
| Allworth Financial LP | 294 | $30.7K | 0.00% | −4−1.3% | Reduced |
| Opal Wealth Advisors, LLC | 254 | $26.5K | 0.01% | +254 | New |
| Concord Wealth Partners | 250 | $26.1K | 0.00% | +250 | New |
| Raleigh Capital Management Inc. | 227 | $23.7K | 0.01% | +11+5.1% | Added |
| CoreCap Advisors, LLC | 220 | $23.0K | 0.00% | +220 | New |
| Rise Advisors, LLC | 202 | $21.0K | 0.01% | +202 | New |
| NBC Securities, Inc. | 209 | $21.0K | 0.00% | −41−16.4% | Reduced |
| Proequities, Inc. | 182 | $19.0K | 0.00% | +10+5.8% | Added |
| Fifth Third Bancorp | 173 | $18.1K | 0.00% | +21+13.8% | Added |
| Global Retirement Partners, LLC | 171 | $17.8K | 0.00% | −14−7.6% | Reduced |
| Planning Capital Management Corp | 169 | $17.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 168 | $17.5K | 0.00% | −35−17.2% | Reduced |
| Capital Advisors, Ltd. LLC | 167 | $17.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $14.5K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 132 | $13.8K | 0.00% | +132 | New |
| SYSTM Wealth Solutions LLC | 123 | $12.8K | 0.00% | +123 | New |
| Hexagon Capital Partners LLC | 118 | $12.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 116 | $12.0K | 0.00% | +116 | New |
| Meeder Asset Management Inc | 113 | $11.8K | 0.00% | +113 | New |
| Bell Investment Advisors, Inc | 104 | $10.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 102 | $10.4K | 0.00% | +9+9.7% | Added |
| Eagle Bay Advisors LLC | 97 | $10.1K | 0.01% | +97 | New |
| Creative Financial Designs Inc | 91 | $9.50K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 82 | $8.56K | 0.00% | +82 | New |
| SRS Capital Advisors, Inc. | 79 | $8.22K | 0.00% | +1+1.3% | Added |
| Richardson Financial Services Inc. | 75 | $7.83K | 0.01% | −40−34.8% | Reduced |
| Private Wealth Management Group, LLC | 71 | $7.41K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 70 | $7.31K | 0.00% | +20+40.0% | Added |
| EverSource Wealth Advisors, LLC | 73 | $7.05K | 0.00% | −150−67.3% | Reduced |
| REAP Financial Group, LLC | 62 | $6.51K | 0.00% | +14+29.2% | Added |
| Jones Financial Companies LLLP | 57 | $5.95K | 0.00% | +57 | New |
| Sound Income Strategies, LLC | 55 | $5.76K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 50 | $5.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $5.01K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 44 | $4.53K | 0.00% | +44 | Added |
| Massmutual Trust Co FSB | 41 | $4.28K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 36 | $3.76K | 0.00% | −208−85.2% | Reduced |
| Versant Capital Management, Inc | 32 | $3.34K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 31 | $3.19K | 0.00% | −69−69.0% | Reduced |
| Continuum Advisory, LLC | 29 | $2.92K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $2.40K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $2.27K | 0.00% | +7+46.7% | Added |
| Mather Group, LLC. | 24 | $2.23K | 0.00% | +24 | New |
| Avion Wealth | 10 | $2.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 18 | $1.88K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 17 | $1.77K | 0.00% | +17 | New |
| Provenance Wealth Advisors, LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $1.36K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11 | $1.14K | 0.00% | +5+83.3% | Added |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | −22−64.7% | Reduced |
| Sachetta, LLC | 9 | $835 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $313 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3 | $313 | 0.00% | +3 | New |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −111,510−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −67,035−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −63,412−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −34,507−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,367−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,754−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −21,844−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −20,621−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −20,071−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,387−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −14,589−100.0% | Sold out |