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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 2,142 | $211.1K | 0.00% | −2,626−55.1% | Reduced |
| Pensionmark Financial Group, LLC | 2,123 | $209.2K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,096 | $206.6K | 0.06% | +2,096 | New |
| Princeton Capital Management LLC | 2,072 | $204.2K | 0.07% | +2,072 | New |
| LRI Investments, LLC | 1,933 | $190.5K | 0.02% | +1,933 | New |
| nVerses Capital, LLC | 1,700 | $167.6K | 0.10% | +1,700 | New |
| TSFG, LLC | 1,560 | $154.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,524 | $150.2K | 0.01% | −34−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,431 | $149.4K | 0.00% | +180+14.4% | Added |
| TD Private Client Wealth LLC | 1,405 | $138.5K | 0.00% | −202−12.6% | Reduced |
| Parkside Financial Bank & Trust | 1,361 | $134.1K | 0.02% | +30+2.3% | Added |
| Harvest Fund Management Co., Ltd | 1,302 | $128.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 866 | $85.4K | 0.00% | +91+11.7% | Added |
| C M Bidwell & Associates Ltd | 820 | $80.8K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 818 | $80.6K | 0.01% | +315+62.6% | Added |
| Principal Securities, Inc. | 782 | $77.1K | 0.00% | +203+35.1% | Added |
| Trust Co of Vermont | 775 | $76.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 690 | $68.0K | 0.00% | +6+0.9% | Added |
| Stephenson National Bank & Trust | 645 | $63.6K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 520 | $51.3K | 0.00% | +160+44.4% | Added |
| First Horizon Advisors, Inc. | 515 | $50.8K | 0.00% | +33+6.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 509 | $50.2K | 0.00% | −473−48.2% | Reduced |
| Huntington National Bank | 496 | $48.9K | 0.00% | −266−34.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 488 | $48.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 455 | $44.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 433 | $42.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 408 | $40.2K | 0.00% | +57+16.2% | Added |
| Plante Moran Financial Advisors, LLC | 379 | $37.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 377 | $37.2K | 0.00% | +206+120.5% | Added |
| Parallel Advisors, LLC | 372 | $36.7K | 0.00% | +4+1.1% | Added |
| SRS Capital Advisors, Inc. | 371 | $36.6K | 0.00% | +292+369.6% | Added |
| Farther Finance Advisors, LLC | 366 | $36.4K | 0.00% | +344+1,563.6% | Added |
| Covestor Ltd | 367 | $36.0K | 0.02% | −518−58.5% | Reduced |
| Whittier Trust Co | 346 | $34.1K | 0.00% | −232−40.1% | Reduced |
| Venturi Wealth Management, LLC | 321 | $31.6K | 0.00% | +251+358.6% | Added |
| Umb Bank N A | 316 | $31.1K | 0.00% | −14−4.2% | Reduced |
| Harbour Investments, Inc. | 310 | $30.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 286 | $30.0K | 0.00% | −8−2.7% | Reduced |
| Versant Capital Management, Inc | 296 | $29.2K | 0.01% | +264+825.0% | Added |
| Opal Wealth Advisors, LLC | 288 | $28.4K | 0.01% | +34+13.4% | Added |
| Raleigh Capital Management Inc. | 280 | $27.6K | 0.01% | +53+23.3% | Added |
| Clearstead Advisors, LLC | 279 | $27.5K | 0.00% | +177+173.5% | Added |
| Private Trust Co NA | 278 | $27.4K | 0.00% | −157−36.1% | Reduced |
| Proequities, Inc. | 260 | $25.6K | 0.00% | +78+42.9% | Added |
| Fifth Third Bancorp | 255 | $25.1K | 0.00% | +82+47.4% | Added |
| CWM, LLC | 233 | $23.0K | 0.00% | −126−35.1% | Reduced |
| NBC Securities, Inc. | 209 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 202 | $20.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 169 | $16.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 155 | $15.3K | 0.00% | +155 | New |
| SYSTM Wealth Solutions LLC | 147 | $14.5K | 0.00% | +24+19.5% | Added |
| Key Financial Inc | 139 | $13.7K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 132 | $13.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 133 | $13.0K | 0.00% | +17+14.7% | Added |
| Richardson Financial Services Inc. | 128 | $12.6K | 0.01% | +53+70.7% | Added |
| Hexagon Capital Partners LLC | 118 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $10.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $9.86K | 0.00% | 00.0% | Unchanged |
| 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 |
| Eagle Bay Advisors LLC | 90 | $8.87K | 0.01% | −7−7.2% | Reduced |
| GWM Advisors LLC | 87 | $8.54K | 0.00% | −81−48.2% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $7.90K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 75 | $7.83K | 0.00% | +51+212.5% | Added |
| Front Row Advisors LLC | 72 | $7.10K | 0.00% | −10−12.2% | Reduced |
| Private Wealth Management Group, LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 67 | $6.60K | 0.00% | +10+17.5% | Added |
| REAP Financial Group, LLC | 62 | $6.16K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 56 | $5.56K | 0.00% | +1+1.8% | Added |
| VisionPoint Advisory Group, LLC | 50 | $4.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $4.73K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 45 | $4.43K | 0.00% | +9+25.0% | Added |
| Smartleaf Asset Management LLC | 39 | $3.73K | 0.00% | −1,621−97.7% | Reduced |
| Rosenberg Matthew Hamilton | 31 | $3.08K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $3.06K | 0.00% | −189−85.9% | Reduced |
| Sachetta, LLC | 24 | $2.63K | 0.00% | +15+166.7% | Added |
| Farmers & Merchants Investments Inc | 25 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $2.46K | 0.00% | +25 | New |
| Pineridge Advisors LLC | 23 | $2.27K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 22 | $2.17K | 0.00% | −7−24.1% | Reduced |
| Cohen & Steers, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 18 | $1.77K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.28K | 0.00% | +2+18.2% | Added |
| Provenance Wealth Advisors, LLC | 13 | $1.28K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 13 | $1.28K | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 11 | $1.08K | 0.00% | +11 | New |
| Horizon Investments, LLC | 11 | $1.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $1.00K | 0.00% | +10+100.0% | Added |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $891 | 0.00% | +9 | New |
| Quest Partners LLC | 6 | $591 | 0.00% | −7−53.8% | Reduced |
| Country Trust Bank | 2 | $197 | 0.00% | +2 | New |
| 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 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −272,197−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −81,055−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −53,593−100.0% | Sold out |