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, Q1 2025
Institutional positions in Wintrust Financial Corp as of Mar 31, 2025. 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
- 454
- +14 vs. Q4 2024
- Shares held
- 64.5M
- +1.85M (+2.9%) vs. Q4 2024
- Total value
- $7.26B
- −$561.5M (−7.2%) vs. Q4 2024
- New holders
- 62
- 176 more added
- Sold out
- 48
- 151 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commerce Bank | 2,613 | $293.9K | 0.00% | −29−1.1% | Reduced |
| Princeton Capital Management LLC | 2,572 | $289.2K | 0.10% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,571 | $289.1K | 0.01% | +2+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,426 | $273.0K | 0.00% | +165+7.3% | Added |
| Paulson Wealth Management Inc. | 2,422 | $272.4K | 0.08% | 00.0% | Unchanged |
| Shelton Capital Management | 2,419 | $272.0K | 0.01% | −76−3.0% | Reduced |
| Gitterman Wealth Management, LLC | 2,404 | $270.4K | 0.07% | +31+1.3% | Added |
| GAMMA Investing LLC | 2,384 | $268.1K | 0.02% | +1,128+89.8% | Added |
| XTX Topco Ltd | 2,344 | $263.6K | 0.01% | −3,593−60.5% | Reduced |
| Fulton Bank, N.A. | 2,318 | $260.7K | 0.01% | +2,318 | New |
| Merit Financial Group, LLC | 2,295 | $258.1K | 0.00% | +187+8.9% | Added |
| Beverly Hills Private Wealth, LLC | 2,290 | $257.5K | 0.05% | +223+10.8% | Added |
| West Michigan Advisors, LLC | 2,289 | $257.4K | 0.09% | +5+0.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,258 | $254.0K | 0.01% | +135+6.4% | Added |
| Venturi Wealth Management, LLC | 2,223 | $250.0K | 0.01% | +66+3.1% | Added |
| S.A. Mason LLC | 2,205 | $248.0K | 0.13% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 2,161 | $243.0K | 0.13% | 00.0% | Unchanged |
| Argent Trust Co | 2,034 | $228.7K | 0.01% | +2,034 | New |
| Tweedy, Browne Co LLC | 2,029 | $228.2K | 0.02% | +2,029 | New |
| Chicago Capital, LLC | 2,024 | $227.6K | 0.01% | −700−25.7% | Reduced |
| Hamilton Capital Partners Inc. | 2,024 | $227.6K | 0.01% | +492+32.1% | Added |
| Evergreen Capital Management LLC | 1,938 | $217.9K | 0.01% | +44+2.3% | Added |
| CIBC Asset Management Inc | 1,920 | $215.9K | 0.00% | +38+2.0% | Added |
| Walleye Trading LLC | 1,888 | $212.3K | 0.01% | +1,888 | New |
| Optas, LLC | 1,880 | $211.4K | 0.04% | +1,880 | New |
| Fifth Third Wealth Advisors LLC | 1,842 | $207.2K | 0.01% | +6+0.3% | Added |
| Old Mission Investment Co LLC | 1,838 | $206.7K | 0.06% | −193−9.5% | Reduced |
| Arcataur Capital Management LLC | 1,800 | $202.4K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,782 | $200.4K | 0.00% | +1,782 | New |
| TD Private Client Wealth LLC | 1,670 | $187.8K | 0.01% | −72−4.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,639 | $184.3K | 0.00% | +1,506+1,132.3% | Added |
| TSFG, LLC | 1,560 | $175.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,500 | $168.7K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,420 | $159.7K | 0.00% | −1−0.1% | Reduced |
| LRI Investments, LLC | 1,262 | $141.9K | 0.01% | −315−20.0% | Reduced |
| CWM, LLC | 1,229 | $138.0K | 0.00% | +60+5.1% | Added |
| Parkside Financial Bank & Trust | 1,150 | $129.3K | 0.02% | −195−14.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,033 | $116.2K | 0.05% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 929 | $104.5K | 0.08% | +231+33.1% | Added |
| Skopos Labs, Inc. | 922 | $103.7K | 0.02% | +356+62.9% | Added |
| Whittier Trust Co of Nevada Inc | 899 | $101.1K | 0.00% | +20+2.3% | Added |
| Umb Bank N A | 872 | $98.1K | 0.00% | +195+28.8% | Added |
| Principal Securities, Inc. | 711 | $88.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 728 | $81.9K | 0.00% | +2+0.3% | Added |
| Trust Co of Vermont | 696 | $78.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 689 | $77.3K | 0.00% | +5+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 685 | $77.0K | 0.01% | −379−35.6% | Reduced |
| Stephenson National Bank & Trust | 645 | $72.5K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 626 | $70.0K | 0.00% | −71−10.2% | Reduced |
| SRS Capital Advisors, Inc. | 613 | $68.9K | 0.00% | +126+25.9% | Added |
| First Horizon Advisors, Inc. | 603 | $67.8K | 0.00% | +37+6.5% | Added |
| Versant Capital Management, Inc | 594 | $66.8K | 0.01% | +55+10.2% | Added |
| Parallel Advisors, LLC | 593 | $66.7K | 0.00% | +150+33.9% | Added |
| Nomura Asset Management Co Ltd | 520 | $58.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 517 | $58.0K | 0.01% | +50+10.7% | Added |
| Bessemer Group Inc | 504 | $57.0K | 0.00% | −28−5.3% | Reduced |
| Farther Finance Advisors, LLC | 499 | $56.2K | 0.00% | +39+8.5% | Added |
| Lindbrook Capital, LLC | 489 | $55.0K | 0.01% | +35+7.7% | Added |
| GWM Advisors LLC | 486 | $54.6K | 0.00% | −2,569−84.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 473 | $53.0K | 0.00% | +473 | New |
| Acadian Asset Management LLC | 433 | $48.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 422 | $47.5K | 0.00% | +422 | New |
| Covestor Ltd | 358 | $40.0K | 0.03% | −280−43.9% | Reduced |
| Quent Capital, LLC | 353 | $39.7K | 0.00% | +28+8.6% | Added |
| Millstone Evans Group, LLC | 348 | $39.1K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 351 | $39.1K | 0.00% | +24+7.3% | Added |
| Harbour Investments, Inc. | 345 | $38.8K | 0.00% | −1−0.3% | Reduced |
| Opal Wealth Advisors, LLC | 342 | $38.5K | 0.01% | +342 | New |
| Wayfinding Financial, LLC | 329 | $36.0K | 0.02% | +329 | New |
| Quarry LP | 307 | $34.5K | 0.01% | −316−50.7% | Reduced |
| Quest Partners LLC | 297 | $33.4K | 0.00% | +297 | New |
| Whittier Trust Co | 272 | $30.6K | 0.00% | −74−21.4% | Reduced |
| Clearstead Advisors, LLC | 262 | $29.5K | 0.00% | −21−7.4% | Reduced |
| Raleigh Capital Management Inc. | 248 | $27.9K | 0.01% | −12−4.6% | Reduced |
| Private Trust Co NA | 247 | $27.8K | 0.00% | +20+8.8% | Added |
| Advisors Asset Management, Inc. | 236 | $26.5K | 0.00% | +236 | New |
| Park Place Capital Corp | 232 | $26.1K | 0.01% | +215+1,264.7% | Added |
| Geneos Wealth Management Inc. | 216 | $24.3K | 0.00% | +88+68.8% | Added |
| Picton Mahoney Asset Management | 216 | $24.0K | 0.00% | +216 | New |
| NBC Securities, Inc. | 209 | $23.0K | 0.00% | +209 | New |
| Massmutual Trust Co FSB | 189 | $21.3K | 0.00% | +79+71.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 173 | $19.5K | 0.00% | −30−14.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $19.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 162 | $18.2K | 0.00% | +162 | New |
| Gen-Wealth Partners Inc | 148 | $16.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 143 | $16.1K | 0.01% | −61−29.9% | Reduced |
| Key Financial Inc | 139 | $15.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $15.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 126 | $14.2K | 0.01% | +15+13.5% | Added |
| Peregrine Capital Management LLC | 124 | $13.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 114 | $12.8K | 0.00% | +114 | New |
| Cornerstone Planning Group LLC | 113 | $12.2K | 0.00% | +113 | New |
| Hexagon Capital Partners LLC | 104 | $11.7K | 0.00% | −3−2.8% | Reduced |
| Bell Investment Advisors, Inc | 104 | $11.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 101 | $11.4K | 0.00% | +31+44.3% | Added |
| REAP Financial Group, LLC | 100 | $11.2K | 0.00% | +38+61.3% | Added |
| Bayforest Capital Ltd | 94 | $10.6K | 0.00% | +94 | New |
| Creative Financial Designs Inc | 88 | $9.90K | 0.00% | +19+27.5% | Added |
| EverSource Wealth Advisors, LLC | 80 | $9.00K | 0.00% | −10−11.1% | Reduced |