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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 9,058 | $893.0K | 0.00% | +224+2.5% | Added |
| Deutsche Bank AG | 8,930 | $880.1K | 0.00% | +334+3.9% | Added |
| Toroso Investments, LLC | 8,484 | $836.2K | 0.01% | +8,484 | New |
| Tredje AP-fonden | 8,460 | $833.8K | 0.01% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 8,355 | $823.0K | 0.17% | +1,955+30.5% | Added |
| Pictet Asset Management Holding SA | 8,178 | $806.0K | 0.00% | +520+6.8% | Added |
| Neuberger Berman Group LLC | 7,819 | $770.6K | 0.00% | +158+2.1% | Added |
| Qube Research & Technologies Ltd | 7,786 | $767.4K | 0.00% | −31,655−80.3% | Reduced |
| Pearl River Capital, LLC | 7,778 | $766.6K | 0.12% | +7,778 | New |
| Atria Investments LLC | 7,720 | $760.8K | 0.01% | +7,720 | New |
| Schonfeld Strategic Advisors LLC | 7,476 | $736.8K | 0.01% | −105,157−93.4% | Reduced |
| Pitcairn Co | 7,364 | $725.8K | 0.04% | +570+8.4% | Added |
| Ethic Inc. | 7,254 | $715.0K | 0.02% | +308+4.4% | Added |
| Park Avenue Securities LLC | 6,994 | $689.0K | 0.01% | +374+5.6% | Added |
| Versor Investments LP | 6,700 | $660.4K | 0.12% | 00.0% | Unchanged |
| Xponance, Inc. | 6,614 | $651.9K | 0.01% | −662−9.1% | Reduced |
| State of Alaska, Department of Revenue | 6,613 | $651.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 6,520 | $642.6K | 0.01% | −2,148−24.8% | Reduced |
| CSS LLC | 6,284 | $619.4K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,260 | $617.0K | 0.05% | +6,260 | New |
| Eqis Capital Management, Inc. | 6,257 | $616.7K | 0.05% | +44+0.7% | Added |
| Algert Global LLC | 6,217 | $612.7K | 0.02% | +6,217 | New |
| Wealth Enhancement Advisory Services, LLC | 6,212 | $612.2K | 0.00% | −22−0.4% | Reduced |
| Jane Street Group, LLC | 6,209 | $612.0K | 0.00% | −2,091−25.2% | Reduced |
| MML Investors Services, LLC | 6,095 | $601.0K | 0.00% | −324−5.0% | Reduced |
| Squarepoint Ops LLC | 6,021 | $593.4K | 0.00% | +6,021 | New |
| Forum Financial Management, LP | 5,899 | $581.4K | 0.01% | −4,997−45.9% | Reduced |
| Coldstream Capital Management Inc | 5,847 | $576.3K | 0.01% | +111+1.9% | Added |
| Navellier & Associates Inc | 5,753 | $567.0K | 0.07% | −170−2.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,750 | $566.7K | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,381 | $530.3K | 0.04% | −27−0.5% | Reduced |
| Sherbrooke Park Advisers LLC | 5,302 | $522.6K | 0.09% | +5,302 | New |
| Intrust Bank NA | 5,285 | $520.9K | 0.06% | +11+0.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 5,235 | $516.0K | 0.02% | −64,840−92.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,227 | $515.2K | 0.00% | +525+11.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 5,157 | $508.3K | 0.04% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 5,101 | $502.8K | 0.26% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,018 | $494.6K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 5,000 | $492.8K | 0.01% | +5,000 | New |
| Resources Investment Advisors, LLC. | 4,975 | $490.3K | 0.01% | +4,975 | New |
| Securian Asset Management, Inc | 4,879 | $480.9K | 0.01% | −100−2.0% | Reduced |
| CI Private Wealth, LLC | 4,840 | $477.0K | 0.00% | +12+0.2% | Added |
| Public Employees Retirement Association of Colorado | 4,843 | $477.0K | 0.00% | 00.0% | Unchanged |
| Barr E S & Co | 4,800 | $473.1K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,663 | $459.6K | 0.00% | +1,792+62.4% | Added |
| JustInvest LLC | 4,666 | $459.2K | 0.01% | +552+13.4% | Added |
| Vestcor Inc | 4,561 | $450.0K | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,528 | $446.3K | 0.01% | +4,528 | New |
| Capstone Investment Advisors, LLC | 4,409 | $434.6K | 0.01% | −4,468−50.3% | Reduced |
| Maryland State Retirement & Pension System | 4,350 | $428.7K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 5,629 | $426.7K | 0.14% | +5,629 | New |
| HighPoint Advisor Group LLC | 3,823 | $419.0K | 0.03% | −36−0.9% | Reduced |
| Oppenheimer & Co Inc | 4,247 | $418.6K | 0.01% | −629−12.9% | Reduced |
| Western Pacific Wealth Management, LP | 4,224 | $416.3K | 0.31% | +3+0.1% | Added |
| Raymond James Trust N.A. | 4,176 | $411.6K | 0.01% | −94−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,172 | $411.2K | 0.00% | −928−18.2% | Reduced |
| SG Americas Securities, LLC | 4,013 | $396.0K | 0.00% | −2,778−40.9% | Reduced |
| MPS Loria Financial Planners, LLC | 4,012 | $395.5K | 0.13% | +15+0.4% | Added |
| Signaturefd, LLC | 3,941 | $388.4K | 0.01% | +301+8.3% | Added |
| Snowden Capital Advisors LLC | 3,894 | $383.8K | 0.01% | −64−1.6% | Reduced |
| Alpha DNA Investment Management LLC | 3,883 | $382.7K | 0.22% | +845+27.8% | Added |
| Captrust Financial Advisors | 3,755 | $370.1K | 0.00% | +763+25.5% | Added |
| EP Wealth Advisors, LLC | 3,719 | $366.5K | 0.00% | +3,719 | New |
| Alps Advisors Inc | 3,587 | $353.5K | 0.00% | −18−0.5% | Reduced |
| CWM Advisors, LLC | 3,574 | $352.3K | 0.04% | +151+4.4% | Added |
| Avantax Advisory Services, Inc. | 3,570 | $351.8K | 0.00% | +3,570 | New |
| Integrated Wealth Concepts LLC | 3,432 | $338.4K | 0.00% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,429 | $338.0K | 0.05% | −1,000−22.6% | Reduced |
| Quadrant Capital Group LLC | 3,395 | $334.6K | 0.02% | −42−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,285 | $323.8K | 0.00% | +64+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,280 | $323.0K | 0.00% | +325+11.0% | Added |
| Crossmark Global Holdings, Inc. | 3,221 | $318.0K | 0.01% | −585−15.4% | Reduced |
| Utah Retirement Systems | 3,200 | $315.4K | 0.00% | −200−5.9% | Reduced |
| Commerce Bank | 3,138 | $309.3K | 0.00% | +8+0.3% | Added |
| Rothschild Investment LLC | 3,083 | $303.9K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 3,078 | $303.4K | 0.18% | −212−6.4% | Reduced |
| ProShare Advisors LLC | 2,913 | $287.1K | 0.00% | −74−2.5% | Reduced |
| Menard Financial Group LLC | 2,888 | $284.7K | 0.20% | +689+31.3% | Added |
| MeadowBrook Investment Advisors LLC | 2,880 | $283.9K | 0.27% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,874 | $283.3K | 0.01% | −412−12.5% | Reduced |
| Van Strum & Towne Inc. | 2,870 | $282.9K | 0.10% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,834 | $279.3K | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,827 | $278.6K | 0.03% | +4+0.1% | Added |
| American Trust | 2,741 | $270.2K | 0.02% | +482+21.3% | Added |
| Chicago Capital, LLC | 2,724 | $268.5K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,691 | $265.2K | 0.02% | +2,691 | New |
| Greenleaf Trust | 2,673 | $263.5K | 0.00% | +29+1.1% | Added |
| Old National Bancorp | 2,619 | $258.1K | 0.01% | +215+8.9% | Added |
| Shelton Capital Management | 2,601 | $256.4K | 0.01% | −185−6.6% | Reduced |
| Regions Financial Corp | 2,591 | $255.4K | 0.00% | −40−1.5% | Reduced |
| Paulson Wealth Management Inc. | 2,422 | $238.7K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,399 | $236.4K | 0.04% | +2,399 | New |
| Journey Strategic Wealth LLC | 2,391 | $235.7K | 0.01% | +193+8.8% | Added |
| Fairhaven Wealth Management, LLC | 2,380 | $234.6K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,302 | $227.0K | 0.00% | −613−21.0% | Reduced |
| Wintrust Investments LLC | 2,292 | $226.0K | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 2,248 | $221.6K | 0.02% | +2,248 | New |
| Gitterman Wealth Management, LLC | 2,227 | $219.4K | 0.08% | +27+1.2% | Added |
| Advisor Group Holdings, Inc. | 2,190 | $215.8K | 0.00% | +695+46.5% | Added |
| Chicago Wealth Management, Inc. | 2,161 | $213.0K | 0.12% | 00.0% | Unchanged |