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, Q4 2024
Institutional positions in Wintrust Financial Corp as of Dec 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
- 445
- +31 vs. Q3 2024
- Shares held
- 63.2M
- +2.58M (+4.3%) vs. Q3 2024
- Total value
- $7.88B
- +$1.30B (+19.8%) vs. Q3 2024
- New holders
- 69
- 138 more added
- Sold out
- 38
- 148 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $125 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1 | $125 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 2 | $249 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $249 | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 2 | $249 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 4 | $499 | 0.00% | +4 | New |
| NewSquare Capital LLC | 4 | $499 | 0.00% | +4 | New |
| Kohmann Bosshard Financial Services, LLC | 4 | $499 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $499 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 6 | $748 | 0.00% | +6 | New |
| BankPlus Trust Department | 7 | $873 | 0.00% | +7 | New |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.50K | 0.00% | −3−20.0% | Reduced |
| Concord Wealth Partners | 12 | $1.50K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 13 | $1.62K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 13 | $1.62K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.87K | 0.00% | −3−16.7% | Reduced |
| Larson Financial Group LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 17 | $2.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 22 | $2.76K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $2.88K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $2.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $3.12K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 25 | $3.14K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 27 | $3.37K | 0.00% | +27 | New |
| Rosenberg Matthew Hamilton | 31 | $3.87K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 34 | $4.24K | 0.00% | +34 | New |
| Washington Trust Co | 37 | $4.61K | 0.00% | +37 | New |
| Bogart Wealth, LLC | 38 | $4.74K | 0.00% | +38 | New |
| Continuum Advisory, LLC | 43 | $5.36K | 0.00% | +9+26.5% | Added |
| High Note Wealth, LLC | 46 | $5.74K | 0.00% | +46 | New |
| Wolff Wiese Magana LLC | 48 | $5.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $6.24K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 58 | $7.00K | 0.00% | +27+87.1% | Added |
| Sound Income Strategies, LLC | 57 | $7.09K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 62 | $7.69K | 0.00% | +2+3.3% | Added |
| Bryn Mawr Trust Co | 65 | $8.11K | 0.00% | −3−4.4% | Reduced |
| Creative Financial Designs Inc | 69 | $8.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 70 | $8.73K | 0.00% | +12+20.7% | Added |
| Private Wealth Management Group, LLC | 71 | $8.86K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 75 | $9.35K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 81 | $10.1K | 0.00% | +81 | New |
| Coppell Advisory Solutions LLC | 84 | $10.4K | 0.00% | +84 | New |
| Eagle Bay Advisors LLC | 87 | $10.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 90 | $11.2K | 0.00% | +17+23.3% | Added |
| Richardson Financial Services Inc. | 104 | $12.9K | 0.01% | −24−18.8% | Reduced |
| Bell Investment Advisors, Inc | 104 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 107 | $13.3K | 0.00% | −7−6.1% | Reduced |
| Massmutual Trust Co FSB | 110 | $13.7K | 0.00% | +6+5.8% | Added |
| WPG Advisers, LLC | 111 | $13.8K | 0.01% | +111 | New |
| Peregrine Capital Management LLC | 124 | $15.5K | 0.00% | −67,624−99.8% | Reduced |
| Geneos Wealth Management Inc. | 128 | $16.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 133 | $16.6K | 0.00% | +133 | New |
| Brown Brothers Harriman & Co | 135 | $16.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $17.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 145 | $18.0K | 0.00% | +145 | New |
| Gen-Wealth Partners Inc | 148 | $18.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $21.3K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 203 | $25.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 204 | $25.4K | 0.01% | +1+0.5% | Added |
| Point72 (DIFC) Ltd | 221 | $27.5K | 0.00% | +221 | New |
| Private Trust Co NA | 227 | $28.3K | 0.00% | −38−14.3% | Reduced |
| Raleigh Capital Management Inc. | 260 | $32.4K | 0.01% | −3−1.1% | Reduced |
| Clearstead Advisors, LLC | 283 | $35.3K | 0.00% | −6−2.1% | Reduced |
| Quent Capital, LLC | 325 | $40.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 346 | $43.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 346 | $43.2K | 0.00% | +35+11.3% | Added |
| Millstone Evans Group, LLC | 348 | $43.4K | 0.03% | +348 | New |
| Allworth Financial LP | 327 | $43.6K | 0.00% | +20+6.5% | Added |
| Global Retirement Partners, LLC | 376 | $46.9K | 0.00% | +146+63.5% | Added |
| Acadian Asset Management LLC | 433 | $53.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 443 | $55.3K | 0.00% | +72+19.4% | Added |
| Lindbrook Capital, LLC | 454 | $56.6K | 0.01% | −9−1.9% | Reduced |
| Wintrust Investments LLC | 460 | $57.0K | 0.05% | −99−17.7% | Reduced |
| Farther Finance Advisors, LLC | 460 | $57.4K | 0.00% | +9+2.0% | Added |
| Smartleaf Asset Management LLC | 467 | $58.1K | 0.01% | +71+17.9% | Added |
| SRS Capital Advisors, Inc. | 487 | $60.7K | 0.00% | +1+0.2% | Added |
| GeoWealth Management, LLC | 493 | $61.5K | 0.00% | −39−7.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 509 | $63.5K | 0.00% | −1−0.2% | Reduced |
| Nomura Asset Management Co Ltd | 520 | $64.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 532 | $66.0K | 0.00% | −1,819−77.4% | Reduced |
| Versant Capital Management, Inc | 539 | $67.2K | 0.01% | +131+32.1% | Added |
| Skopos Labs, Inc. | 566 | $70.6K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 566 | $70.7K | 0.00% | +20+3.7% | Added |
| Quarry LP | 623 | $77.7K | 0.02% | +623 | New |
| Covestor Ltd | 638 | $80.0K | 0.05% | −15−2.3% | Reduced |
| Stephenson National Bank & Trust | 645 | $80.4K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 677 | $84.4K | 0.00% | +165+32.2% | Added |
| Jones Financial Companies LLLP | 684 | $85.3K | 0.00% | +617+920.9% | Added |
| Trust Co of Vermont | 696 | $86.8K | 0.00% | −155−18.2% | Reduced |
| Ci Investments Inc. | 697 | $87.0K | 0.00% | −101−12.7% | Reduced |
| Reyes Financial Architecture, Inc. | 698 | $87.0K | 0.07% | +698 | New |
| Principal Securities, Inc. | 711 | $88.7K | 0.00% | +26+3.8% | Added |