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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 2,495 | $311.2K | 0.01% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,422 | $302.0K | 0.08% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,380 | $296.8K | 0.09% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,373 | $295.9K | 0.12% | +113+5.0% | Added |
| LSV Asset Management | 2,301 | $287.0K | 0.00% | −14,300−86.1% | Reduced |
| West Michigan Advisors, LLC | 2,284 | $284.8K | 0.09% | +12+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,261 | $282.0K | 0.00% | +35+1.6% | Added |
| S.A. Mason LLC | 2,205 | $275.0K | 0.14% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 2,161 | $269.5K | 0.14% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,157 | $269.0K | 0.01% | +205+10.5% | Added |
| Flynn Zito Capital Management, LLC | 2,135 | $266.3K | 0.12% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 2,123 | $264.8K | 0.05% | +2,123 | New |
| Merit Financial Group, LLC | 2,108 | $262.9K | 0.00% | +2,108 | New |
| New Age Alpha Advisors, LLC | 2,073 | $258.5K | 0.01% | +2,073 | New |
| ISAM Funds (UK) Ltd | 2,070 | $258.1K | 0.19% | +2,070 | New |
| Beverly Hills Private Wealth, LLC | 2,067 | $257.8K | 0.05% | +2,067 | New |
| Old Mission Investment Co LLC | 2,031 | $253.2K | 0.08% | +7+0.3% | Added |
| Franklin Resources Inc | 2,017 | $251.5K | 0.00% | +2,017 | New |
| Versor Investments LP | 2,005 | $250.0K | 0.04% | −3,100−60.7% | Reduced |
| Evergreen Capital Management LLC | 1,894 | $236.2K | 0.01% | +1,894 | New |
| CIBC Asset Management Inc | 1,882 | $234.7K | 0.00% | +1,882 | New |
| Fifth Third Wealth Advisors LLC | 1,836 | $229.0K | 0.01% | −252−12.1% | Reduced |
| Arcataur Capital Management LLC | 1,800 | $224.5K | 0.08% | +1,800 | New |
| Providence Wealth Advisors, LLC | 1,738 | $222.0K | 0.17% | +1,738 | New |
| TD Private Client Wealth LLC | 1,742 | $217.2K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,719 | $214.3K | 0.05% | +1,719 | New |
| Stratos Wealth Partners, LTD. | 1,709 | $213.1K | 0.00% | −419−19.7% | Reduced |
| PFG Advisors | 1,694 | $211.3K | 0.01% | +1,694 | New |
| Wealthspire Advisors, LLC | 1,648 | $205.5K | 0.00% | +1,648 | New |
| Phillips Wealth Planners LLC | 1,645 | $205.0K | 0.20% | +1,645 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,623 | $202.4K | 0.01% | +1,623 | New |
| LRI Investments, LLC | 1,577 | $196.7K | 0.02% | −271−14.7% | Reduced |
| TSFG, LLC | 1,560 | $195.0K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,532 | $191.1K | 0.01% | −452−22.8% | Reduced |
| Cornerstone National Bank & Trust Co | 1,500 | $187.1K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,421 | $180.5K | 0.01% | +24+1.7% | Added |
| Parkside Financial Bank & Trust | 1,345 | $167.7K | 0.02% | −193−12.5% | Reduced |
| Proequities, Inc. | 1,242 | $165.5K | 0.01% | +995+402.8% | Added |
| GAMMA Investing LLC | 1,256 | $156.6K | 0.01% | +242+23.9% | Added |
| CWM, LLC | 1,169 | $146.0K | 0.00% | +34+3.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,064 | $132.7K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,033 | $128.8K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 880 | $109.8K | 0.01% | +880 | New |
| Whittier Trust Co of Nevada Inc | 879 | $109.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 726 | $90.5K | 0.00% | +726 | New |
| Principal Securities, Inc. | 711 | $88.7K | 0.00% | +26+3.8% | Added |
| Reyes Financial Architecture, Inc. | 698 | $87.0K | 0.07% | +698 | New |
| Ci Investments Inc. | 697 | $87.0K | 0.00% | −101−12.7% | Reduced |
| Trust Co of Vermont | 696 | $86.8K | 0.00% | −155−18.2% | Reduced |
| Jones Financial Companies LLLP | 684 | $85.3K | 0.00% | +617+920.9% | Added |
| Umb Bank N A | 677 | $84.4K | 0.00% | +165+32.2% | Added |
| Stephenson National Bank & Trust | 645 | $80.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 638 | $80.0K | 0.05% | −15−2.3% | Reduced |
| Quarry LP | 623 | $77.7K | 0.02% | +623 | New |
| First Horizon Advisors, Inc. | 566 | $70.7K | 0.00% | +20+3.7% | Added |
| Skopos Labs, Inc. | 566 | $70.6K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 539 | $67.2K | 0.01% | +131+32.1% | Added |
| Bessemer Group Inc | 532 | $66.0K | 0.00% | −1,819−77.4% | Reduced |
| Nomura Asset Management Co Ltd | 520 | $64.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 509 | $63.5K | 0.00% | −1−0.2% | Reduced |
| GeoWealth Management, LLC | 493 | $61.5K | 0.00% | −39−7.3% | Reduced |
| SRS Capital Advisors, Inc. | 487 | $60.7K | 0.00% | +1+0.2% | Added |
| Smartleaf Asset Management LLC | 467 | $58.1K | 0.01% | +71+17.9% | Added |
| Farther Finance Advisors, LLC | 460 | $57.4K | 0.00% | +9+2.0% | Added |
| Wintrust Investments LLC | 460 | $57.0K | 0.05% | −99−17.7% | Reduced |
| Lindbrook Capital, LLC | 454 | $56.6K | 0.01% | −9−1.9% | Reduced |
| Parallel Advisors, LLC | 443 | $55.3K | 0.00% | +72+19.4% | Added |
| Acadian Asset Management LLC | 433 | $53.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 376 | $46.9K | 0.00% | +146+63.5% | Added |
| Allworth Financial LP | 327 | $43.6K | 0.00% | +20+6.5% | Added |
| Millstone Evans Group, LLC | 348 | $43.4K | 0.03% | +348 | New |
| Harbour Investments, Inc. | 346 | $43.2K | 0.00% | +35+11.3% | Added |
| Whittier Trust Co | 346 | $43.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 325 | $40.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 283 | $35.3K | 0.00% | −6−2.1% | Reduced |
| Raleigh Capital Management Inc. | 260 | $32.4K | 0.01% | −3−1.1% | Reduced |
| Private Trust Co NA | 227 | $28.3K | 0.00% | −38−14.3% | Reduced |
| Point72 (DIFC) Ltd | 221 | $27.5K | 0.00% | +221 | New |
| Rise Advisors, LLC | 204 | $25.4K | 0.01% | +1+0.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 203 | $25.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $21.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 148 | $18.5K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 145 | $18.0K | 0.00% | +145 | New |
| Key Financial Inc | 139 | $17.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $16.8K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 133 | $16.6K | 0.00% | +133 | New |
| Geneos Wealth Management Inc. | 128 | $16.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 124 | $15.5K | 0.00% | −67,624−99.8% | Reduced |
| WPG Advisers, LLC | 111 | $13.8K | 0.01% | +111 | New |
| Massmutual Trust Co FSB | 110 | $13.7K | 0.00% | +6+5.8% | Added |
| Hexagon Capital Partners LLC | 107 | $13.3K | 0.00% | −7−6.1% | Reduced |
| Bell Investment Advisors, Inc | 104 | $13.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 104 | $12.9K | 0.01% | −24−18.8% | Reduced |
| EverSource Wealth Advisors, LLC | 90 | $11.2K | 0.00% | +17+23.3% | Added |
| Eagle Bay Advisors LLC | 87 | $10.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 84 | $10.4K | 0.00% | +84 | New |
| Kestra Investment Management, LLC | 81 | $10.1K | 0.00% | +81 | New |
| Mather Group, LLC. | 75 | $9.35K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 71 | $8.86K | 0.00% | 00.0% | Unchanged |