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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 75 | $8.44K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 71 | $7.99K | 0.01% | −33−31.7% | Reduced |
| Private Wealth Management Group, LLC | 71 | $7.99K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 71 | $7.00K | 0.00% | +13+22.4% | Added |
| Sound Income Strategies, LLC | 57 | $6.42K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 57 | $6.41K | 0.00% | −8−12.3% | Reduced |
| JFS Wealth Advisors, LLC | 50 | $5.62K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $5.62K | 0.00% | +50 | New |
| Wolff Wiese Magana LLC | 48 | $5.40K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 46 | $5.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $5.17K | 0.00% | +21+84.0% | Added |
| Hantz Financial Services, Inc. | 47 | $5.00K | 0.00% | +35+291.7% | Added |
| N.E.W. Advisory Services LLC | 44 | $4.95K | 0.00% | +44 | New |
| NewSquare Capital LLC | 41 | $4.61K | 0.00% | +37+925.0% | Added |
| Continuum Advisory, LLC | 40 | $4.50K | 0.00% | −3−7.0% | Reduced |
| Washington Trust Co | 37 | $4.16K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 34 | $3.82K | 0.00% | +34 | New |
| Highline Wealth Partners LLC | 33 | $3.71K | 0.00% | +33 | New |
| Rosenberg Matthew Hamilton | 31 | $3.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $2.70K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 23 | $2.62K | 0.00% | −2−8.0% | Reduced |
| Pineridge Advisors LLC | 23 | $2.60K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $2.59K | 0.00% | +23 | New |
| Glen Eagle Advisors, LLC | 22 | $2.49K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 22 | $2.47K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 18 | $2.02K | 0.00% | +18 | New |
| Bogart Wealth, LLC | 17 | $1.91K | 0.00% | −21−55.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $1.80K | 0.00% | +3+23.1% | Added |
| Larson Financial Group LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.69K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $1.57K | 0.00% | +10+250.0% | Added |
| Hughes Financial Services, LLC | 14 | $1.57K | 0.00% | +14 | New |
| Sierra Ocean, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $1.01K | 0.00% | −3−25.0% | Reduced |
| Activest Wealth Management | 9 | $1.01K | 0.00% | +9 | New |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 7 | $787 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 7 | $776 | 0.00% | +7 | New |
| Amundi | 7 | $699 | 0.00% | −12,993−99.9% | Reduced |
| AdvisorNet Financial, Inc | 6 | $675 | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 6 | $675 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 5 | $562 | 0.00% | −1−16.7% | Reduced |
| Bare Financial Services, Inc | 5 | $562 | 0.00% | +5 | New |
| CVA Family Office, LLC | 4 | $450 | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $337 | 0.01% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $312 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 2 | $225 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $225 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $225 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $225 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $224 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −32,062−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,910−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,823−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,098−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,761−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −7,459−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −6,120−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −5,683−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −4,621−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −4,129−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,998−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,455−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,758−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,017−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Providence Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |