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, Q2 2024
Institutional positions in Wintrust Financial Corp as of Jun 30, 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
- 397
- +12 vs. Q1 2024
- Shares held
- 58.2M
- −324.5K (−0.6%) vs. Q1 2024
- Total value
- $5.73B
- −$372.6M (−6.1%) vs. Q1 2024
- New holders
- 39
- 157 more added
- Sold out
- 27
- 129 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 1 | $99 | 0.00% | −1,228−99.9% | Reduced |
| Innealta Capital, LLC | 1 | $99 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $99 | 0.00% | +1 | New |
| Country Trust Bank | 2 | $197 | 0.00% | +2 | New |
| Quest Partners LLC | 6 | $591 | 0.00% | −7−53.8% | Reduced |
| Glen Eagle Advisors, LLC | 9 | $891 | 0.00% | +9 | New |
| Avion Wealth | 20 | $1.00K | 0.00% | +10+100.0% | Added |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 11 | $1.08K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 11 | $1.08K | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 13 | $1.28K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 13 | $1.28K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.28K | 0.00% | +2+18.2% | Added |
| Park Place Capital Corp | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Continuum Advisory, LLC | 22 | $2.17K | 0.00% | −7−24.1% | Reduced |
| Pineridge Advisors LLC | 23 | $2.27K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $2.46K | 0.00% | +25 | New |
| Sachetta, LLC | 24 | $2.63K | 0.00% | +15+166.7% | Added |
| CoreCap Advisors, LLC | 31 | $3.06K | 0.00% | −189−85.9% | Reduced |
| Rosenberg Matthew Hamilton | 31 | $3.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 39 | $3.73K | 0.00% | −1,621−97.7% | Reduced |
| Quarry LP | 45 | $4.43K | 0.00% | +9+25.0% | Added |
| JFS Wealth Advisors, LLC | 48 | $4.73K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 50 | $4.93K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 56 | $5.56K | 0.00% | +1+1.8% | Added |
| REAP Financial Group, LLC | 62 | $6.16K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 67 | $6.60K | 0.00% | +10+17.5% | Added |
| Private Wealth Management Group, LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 72 | $7.10K | 0.00% | −10−12.2% | Reduced |
| Mather Group, LLC. | 75 | $7.83K | 0.00% | +51+212.5% | Added |
| EverSource Wealth Advisors, LLC | 73 | $7.90K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 87 | $8.54K | 0.00% | −81−48.2% | Reduced |
| Eagle Bay Advisors LLC | 90 | $8.87K | 0.01% | −7−7.2% | Reduced |
| Creative Financial Designs Inc | 91 | $8.97K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 91 | $8.97K | 0.00% | +50+122.0% | Added |
| Brown Brothers Harriman & Co | 100 | $9.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 118 | $11.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 128 | $12.6K | 0.01% | +53+70.7% | Added |
| Benjamin Edwards Inc | 133 | $13.0K | 0.00% | +17+14.7% | Added |
| Gilliland Jeter Wealth Management LLC | 132 | $13.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $13.7K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 147 | $14.5K | 0.00% | +24+19.5% | Added |
| Ashton Thomas Private Wealth, LLC | 155 | $15.3K | 0.00% | +155 | New |
| Capital Advisors, Ltd. LLC | 167 | $16.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 169 | $16.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 202 | $20.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 209 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 233 | $23.0K | 0.00% | −126−35.1% | Reduced |
| Fifth Third Bancorp | 255 | $25.1K | 0.00% | +82+47.4% | Added |
| Proequities, Inc. | 260 | $25.6K | 0.00% | +78+42.9% | Added |
| Private Trust Co NA | 278 | $27.4K | 0.00% | −157−36.1% | Reduced |
| Clearstead Advisors, LLC | 279 | $27.5K | 0.00% | +177+173.5% | Added |
| Raleigh Capital Management Inc. | 280 | $27.6K | 0.01% | +53+23.3% | Added |
| Opal Wealth Advisors, LLC | 288 | $28.4K | 0.01% | +34+13.4% | Added |
| Versant Capital Management, Inc | 296 | $29.2K | 0.01% | +264+825.0% | Added |
| Allworth Financial LP | 286 | $30.0K | 0.00% | −8−2.7% | Reduced |
| Harbour Investments, Inc. | 310 | $30.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 316 | $31.1K | 0.00% | −14−4.2% | Reduced |
| Venturi Wealth Management, LLC | 321 | $31.6K | 0.00% | +251+358.6% | Added |
| Whittier Trust Co | 346 | $34.1K | 0.00% | −232−40.1% | Reduced |
| Covestor Ltd | 367 | $36.0K | 0.02% | −518−58.5% | Reduced |
| Farther Finance Advisors, LLC | 366 | $36.4K | 0.00% | +344+1,563.6% | Added |
| SRS Capital Advisors, Inc. | 371 | $36.6K | 0.00% | +292+369.6% | Added |
| Parallel Advisors, LLC | 372 | $36.7K | 0.00% | +4+1.1% | Added |
| Global Retirement Partners, LLC | 377 | $37.2K | 0.00% | +206+120.5% | Added |
| Plante Moran Financial Advisors, LLC | 379 | $37.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 408 | $40.2K | 0.00% | +57+16.2% | Added |
| Acadian Asset Management LLC | 433 | $42.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 455 | $44.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 488 | $48.1K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 496 | $48.9K | 0.00% | −266−34.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 509 | $50.2K | 0.00% | −473−48.2% | Reduced |
| First Horizon Advisors, Inc. | 515 | $50.8K | 0.00% | +33+6.8% | Added |
| Nomura Asset Management Co Ltd | 520 | $51.3K | 0.00% | +160+44.4% | Added |
| Stephenson National Bank & Trust | 645 | $63.6K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 690 | $68.0K | 0.00% | +6+0.9% | Added |
| Trust Co of Vermont | 775 | $76.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 782 | $77.1K | 0.00% | +203+35.1% | Added |
| GAMMA Investing LLC | 818 | $80.6K | 0.01% | +315+62.6% | Added |
| C M Bidwell & Associates Ltd | 820 | $80.8K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 866 | $85.4K | 0.00% | +91+11.7% | Added |
| Harvest Fund Management Co., Ltd | 1,302 | $128.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,361 | $134.1K | 0.02% | +30+2.3% | Added |
| TD Private Client Wealth LLC | 1,405 | $138.5K | 0.00% | −202−12.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,431 | $149.4K | 0.00% | +180+14.4% | Added |
| IFP Advisors, Inc | 1,524 | $150.2K | 0.01% | −34−2.2% | Reduced |
| TSFG, LLC | 1,560 | $154.0K | 0.04% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,700 | $167.6K | 0.10% | +1,700 | New |
| LRI Investments, LLC | 1,933 | $190.5K | 0.02% | +1,933 | New |
| Princeton Capital Management LLC | 2,072 | $204.2K | 0.07% | +2,072 | New |
| Kapitalo Investimentos Ltda | 2,096 | $206.6K | 0.06% | +2,096 | New |
| Pensionmark Financial Group, LLC | 2,123 | $209.2K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,142 | $211.1K | 0.00% | −2,626−55.1% | Reduced |
| Chicago Wealth Management, Inc. | 2,161 | $213.0K | 0.12% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,190 | $215.8K | 0.00% | +695+46.5% | Added |
| Gitterman Wealth Management, LLC | 2,227 | $219.4K | 0.08% | +27+1.2% | Added |