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 |
|---|---|---|---|---|---|
| MAI Capital Management | 726 | $90.5K | 0.00% | +726 | New |
| Whittier Trust Co of Nevada Inc | 879 | $109.6K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 880 | $109.8K | 0.01% | +880 | New |
| DHJJ Financial Advisors, Ltd. | 1,033 | $128.8K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,064 | $132.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,169 | $146.0K | 0.00% | +34+3.0% | Added |
| GAMMA Investing LLC | 1,256 | $156.6K | 0.01% | +242+23.9% | Added |
| Proequities, Inc. | 1,242 | $165.5K | 0.01% | +995+402.8% | Added |
| Parkside Financial Bank & Trust | 1,345 | $167.7K | 0.02% | −193−12.5% | Reduced |
| IFP Advisors, Inc | 1,421 | $180.5K | 0.01% | +24+1.7% | Added |
| Cornerstone National Bank & Trust Co | 1,500 | $187.1K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,532 | $191.1K | 0.01% | −452−22.8% | Reduced |
| TSFG, LLC | 1,560 | $195.0K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,577 | $196.7K | 0.02% | −271−14.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,623 | $202.4K | 0.01% | +1,623 | New |
| Phillips Wealth Planners LLC | 1,645 | $205.0K | 0.20% | +1,645 | New |
| Wealthspire Advisors, LLC | 1,648 | $205.5K | 0.00% | +1,648 | New |
| PFG Advisors | 1,694 | $211.3K | 0.01% | +1,694 | New |
| Stratos Wealth Partners, LTD. | 1,709 | $213.1K | 0.00% | −419−19.7% | Reduced |
| Drive Wealth Management, LLC | 1,719 | $214.3K | 0.05% | +1,719 | New |
| TD Private Client Wealth LLC | 1,742 | $217.2K | 0.01% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 1,738 | $222.0K | 0.17% | +1,738 | New |
| Arcataur Capital Management LLC | 1,800 | $224.5K | 0.08% | +1,800 | New |
| Fifth Third Wealth Advisors LLC | 1,836 | $229.0K | 0.01% | −252−12.1% | Reduced |
| CIBC Asset Management Inc | 1,882 | $234.7K | 0.00% | +1,882 | New |
| Evergreen Capital Management LLC | 1,894 | $236.2K | 0.01% | +1,894 | New |
| Versor Investments LP | 2,005 | $250.0K | 0.04% | −3,100−60.7% | Reduced |
| Franklin Resources Inc | 2,017 | $251.5K | 0.00% | +2,017 | New |
| Old Mission Investment Co LLC | 2,031 | $253.2K | 0.08% | +7+0.3% | Added |
| Beverly Hills Private Wealth, LLC | 2,067 | $257.8K | 0.05% | +2,067 | New |
| ISAM Funds (UK) Ltd | 2,070 | $258.1K | 0.19% | +2,070 | New |
| New Age Alpha Advisors, LLC | 2,073 | $258.5K | 0.01% | +2,073 | New |
| Merit Financial Group, LLC | 2,108 | $262.9K | 0.00% | +2,108 | New |
| Gallagher Fiduciary Advisors, LLC | 2,123 | $264.8K | 0.05% | +2,123 | New |
| Flynn Zito Capital Management, LLC | 2,135 | $266.3K | 0.12% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,157 | $269.0K | 0.01% | +205+10.5% | Added |
| Chicago Wealth Management, Inc. | 2,161 | $269.5K | 0.14% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,205 | $275.0K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,261 | $282.0K | 0.00% | +35+1.6% | Added |
| West Michigan Advisors, LLC | 2,284 | $284.8K | 0.09% | +12+0.5% | Added |
| LSV Asset Management | 2,301 | $287.0K | 0.00% | −14,300−86.1% | Reduced |
| Gitterman Wealth Management, LLC | 2,373 | $295.9K | 0.12% | +113+5.0% | Added |
| Fairhaven Wealth Management, LLC | 2,380 | $296.8K | 0.09% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,422 | $302.0K | 0.08% | 00.0% | Unchanged |
| Shelton Capital Management | 2,495 | $311.2K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,569 | $320.4K | 0.01% | +89+3.6% | Added |
| Princeton Capital Management LLC | 2,572 | $320.8K | 0.10% | 00.0% | Unchanged |
| Regions Financial Corp | 2,591 | $323.1K | 0.00% | +17+0.7% | Added |
| Kovitz Investment Group Partners, LLC | 2,592 | $323.3K | 0.00% | +41+1.6% | Added |
| TownSquare Capital, LLC | 2,625 | $327.3K | 0.00% | −7−0.3% | Reduced |
| American Trust | 2,626 | $327.5K | 0.02% | −79−2.9% | Reduced |
| Commerce Bank | 2,642 | $329.5K | 0.00% | −25−0.9% | Reduced |
| GTS Securities LLC | 2,675 | $333.6K | 0.02% | +2,675 | New |
| Chicago Capital, LLC | 2,724 | $339.7K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,757 | $343.8K | 0.10% | +2,757 | New |
| Inceptionr LLC | 2,758 | $343.9K | 0.08% | +2,758 | New |
| MPS Loria Financial Planners, LLC | 2,816 | $351.1K | 0.10% | −1,211−30.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,860 | $356.7K | 0.32% | +60+2.1% | Added |
| Van Strum & Towne Inc. | 2,870 | $357.9K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,980 | $371.0K | 0.02% | +1,678+128.9% | Added |
| GWM Advisors LLC | 3,055 | $381.0K | 0.00% | −22−0.7% | Reduced |
| Rothschild Investment LLC | 3,083 | $384.5K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,110 | $387.8K | 0.00% | −2,688−46.4% | Reduced |
| Engineers Gate Manager LP | 3,138 | $391.3K | 0.01% | +244+8.4% | Added |
| CWM Advisors, LLC | 3,217 | $401.2K | 0.04% | −592−15.5% | Reduced |
| Pensionmark Financial Group, LLC | 3,287 | $409.9K | 0.01% | +808+32.6% | Added |
| Magnetar Financial LLC | 3,296 | $411.0K | 0.01% | +3,296 | New |
| Oppenheimer & Co Inc | 3,341 | $416.7K | 0.01% | −502−13.1% | Reduced |
| Menard Financial Group LLC | 3,345 | $417.1K | 0.25% | +51+1.5% | Added |
| Integrated Wealth Concepts LLC | 3,388 | $422.5K | 0.00% | −22−0.6% | Reduced |
| Utah Retirement Systems | 3,450 | $430.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 3,455 | $430.9K | 0.00% | −361,300−99.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,429 | $437.5K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,537 | $441.1K | 0.00% | +466+15.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,543 | $441.8K | 0.00% | −694−16.4% | Reduced |
| Cresset Asset Management, LLC | 3,571 | $445.3K | 0.00% | −9,005−71.6% | Reduced |
| Quadrant Capital Group LLC | 3,599 | $448.8K | 0.03% | +134+3.9% | Added |
| Shell Asset Management Co | 3,630 | $453.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,663 | $456.8K | 0.01% | +54+1.5% | Added |
| Maryland State Retirement & Pension System | 3,706 | $462.2K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,801 | $474.0K | 0.00% | −58−1.5% | Reduced |
| Huntington National Bank | 3,971 | $495.2K | 0.00% | +127+3.3% | Added |
| Avantax Advisory Services, Inc. | 3,983 | $496.7K | 0.00% | +146+3.8% | Added |
| Entropy Technologies, LP | 3,998 | $498.6K | 0.05% | +3,998 | New |
| Ronald Blue Trust, Inc. | 4,122 | $514.1K | 0.01% | +2,761+202.9% | Added |
| HighPoint Advisor Group LLC | 3,884 | $514.2K | 0.03% | −62−1.6% | Reduced |
| Strategic Investment Solutions, Inc. | 4,129 | $514.9K | 0.17% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,139 | $516.2K | 0.00% | +4,139 | New |
| Snowden Capital Advisors LLC | 4,214 | $525.5K | 0.02% | +398+10.4% | Added |
| Western Pacific Wealth Management, LP | 4,229 | $527.4K | 0.43% | +20.0% | Added |
| Profund Advisors LLC | 4,234 | $528.0K | 0.02% | +697+19.7% | Added |
| Headlands Technologies LLC | 4,550 | $567.4K | 0.06% | +3,779+490.1% | Added |
| Renaissance Technologies LLC | 4,621 | $576.3K | 0.00% | −64,074−93.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,755 | $593.2K | 0.00% | +716+17.7% | Added |
| EP Wealth Advisors, LLC | 4,795 | $598.0K | 0.00% | −10.0% | Reduced |
| Barr E S & Co | 4,800 | $598.6K | 0.04% | 00.0% | Unchanged |
| Navellier & Associates Inc | 4,808 | $599.6K | 0.07% | +1,146+31.3% | Added |
| Public Employees Retirement Association of Colorado | 4,843 | $604.0K | 0.00% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 4,982 | $621.3K | 0.34% | +353+7.6% | Added |
| Securian Asset Management, Inc | 4,998 | $623.3K | 0.02% | −100−2.0% | Reduced |