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, Q2 2025
Institutional positions in Wintrust Financial Corp as of Jun 30, 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
- 471
- +21 vs. Q1 2025
- Shares held
- 64.8M
- +338.1K (+0.5%) vs. Q1 2025
- Total value
- $8.03B
- +$782.2M (+10.8%) vs. Q1 2025
- New holders
- 66
- 183 more added
- Sold out
- 45
- 156 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 510 | $63.2K | 0.03% | +416+442.6% | Added |
| Nomura Asset Management Co Ltd | 520 | $64.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 546 | $68.0K | 0.00% | −80−12.8% | Reduced |
| Clearstead Advisors, LLC | 578 | $71.7K | 0.00% | +316+120.6% | Added |
| GWM Advisors LLC | 586 | $72.6K | 0.00% | +100+20.6% | Added |
| Reyes Financial Architecture, Inc. | 589 | $73.0K | 0.06% | −340−36.6% | Reduced |
| Bessemer Group Inc | 600 | $74.0K | 0.00% | +96+19.0% | Added |
| Farther Finance Advisors, LLC | 601 | $74.5K | 0.00% | +102+20.4% | Added |
| SRS Capital Advisors, Inc. | 609 | $75.5K | 0.00% | −4−0.7% | Reduced |
| Stephenson National Bank & Trust | 645 | $80.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 685 | $84.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 689 | $85.5K | 0.00% | +86+14.3% | Added |
| Trust Co of Vermont | 696 | $86.3K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 822 | $101.9K | 0.01% | −100−10.8% | Reduced |
| MAI Capital Management | 828 | $102.7K | 0.00% | +100+13.7% | Added |
| Icon Wealth Advisors, LLC | 852 | $105.6K | 0.01% | +852 | New |
| Danske Bank A/S | 865 | $107.2K | 0.00% | −16,604−95.0% | Reduced |
| GeoWealth Management, LLC | 883 | $109.5K | 0.00% | +883 | New |
| Whittier Trust Co of Nevada Inc | 896 | $111.1K | 0.00% | −3−0.3% | Reduced |
| Jones Financial Companies LLLP | 953 | $117.5K | 0.00% | +264+38.3% | Added |
| Versant Capital Management, Inc | 975 | $120.9K | 0.02% | +381+64.1% | Added |
| Umb Bank N A | 978 | $121.3K | 0.00% | +106+12.2% | Added |
| Parkside Financial Bank & Trust | 1,014 | $125.7K | 0.01% | −136−11.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,033 | $128.1K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,232 | $152.7K | 0.00% | −438−26.2% | Reduced |
| LRI Investments, LLC | 1,384 | $171.6K | 0.01% | +122+9.7% | Added |
| GAMMA Investing LLC | 1,391 | $172.5K | 0.01% | −993−41.7% | Reduced |
| CWM, LLC | 1,398 | $173.0K | 0.00% | +169+13.8% | Added |
| IFP Advisors, Inc | 1,429 | $180.4K | 0.01% | +9+0.6% | Added |
| SG Americas Securities, LLC | 1,483 | $184.0K | 0.00% | −2,100−58.6% | Reduced |
| Cornerstone National Bank & Trust Co | 1,500 | $186.0K | 0.08% | 00.0% | Unchanged |
| TSFG, LLC | 1,560 | $193.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,579 | $195.8K | 0.00% | +1,579 | New |
| Providence Wealth Advisors, LLC | 1,624 | $201.3K | 0.14% | +1,624 | New |
| Drive Wealth Management, LLC | 1,631 | $202.2K | 0.04% | +1,631 | New |
| Fort Sheridan Advisors LLC | 1,665 | $206.4K | 0.03% | +1,665 | New |
| Mercer Global Advisors Inc | 1,708 | $211.8K | 0.00% | +1,708 | New |
| Rehmann Capital Advisory Group | 1,715 | $212.7K | 0.01% | +1,715 | New |
| Financial Advisory Corp | 1,724 | $213.7K | 0.03% | +1,724 | New |
| Swiss Life Asset Management Ltd | 1,727 | $214.1K | 0.00% | +1,727 | New |
| Phillips Wealth Planners LLC | 1,633 | $216.9K | 0.20% | +1,633 | New |
| Arcataur Capital Management LLC | 1,800 | $223.2K | 0.07% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,830 | $226.9K | 0.10% | −1,045−36.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,852 | $229.6K | 0.01% | +10+0.5% | Added |
| Argent Trust Co | 1,905 | $236.2K | 0.01% | −129−6.3% | Reduced |
| CIBC Asset Management Inc | 1,920 | $238.0K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 1,940 | $240.5K | 0.01% | +1,940 | New |
| Westover Capital Advisors, LLC | 1,959 | $242.9K | 0.05% | +1,959 | New |
| KBC Group NV | 2,007 | $249.0K | 0.00% | −848−29.7% | Reduced |
| American Trust | 2,018 | $250.2K | 0.02% | +2,018 | New |
| Chicago Capital, LLC | 2,024 | $250.9K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,024 | $250.9K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,033 | $252.1K | 0.01% | −285−12.3% | Reduced |
| Evergreen Capital Management LLC | 2,049 | $254.0K | 0.01% | +111+5.7% | Added |
| Tower Research Capital LLC (TRC) | 2,071 | $256.8K | 0.01% | −1,823−46.8% | Reduced |
| Venturi Wealth Management, LLC | 2,100 | $260.4K | 0.01% | −123−5.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,102 | $260.6K | 0.05% | −188−8.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,114 | $262.0K | 0.00% | −312−12.9% | Reduced |
| Chicago Wealth Management, Inc. | 2,161 | $267.9K | 0.13% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,222 | $275.5K | 0.08% | −67−2.9% | Reduced |
| Hilltop Holdings Inc. | 2,253 | $279.4K | 0.02% | +2,253 | New |
| Capstone Financial Advisors, Inc. | 2,299 | $285.0K | 0.02% | −340−12.9% | Reduced |
| Burney Co | 2,320 | $287.6K | 0.01% | +2,320 | New |
| Shelton Capital Management | 2,358 | $292.3K | 0.01% | −61−2.5% | Reduced |
| Oppenheimer & Co Inc | 2,366 | $293.3K | 0.00% | −346−12.8% | Reduced |
| Profund Advisors LLC | 2,394 | $296.8K | 0.01% | −229−8.7% | Reduced |
| Paulson Wealth Management Inc. | 2,454 | $304.2K | 0.08% | +32+1.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,462 | $305.3K | 0.01% | +204+9.0% | Added |
| Gitterman Wealth Management, LLC | 2,473 | $306.7K | 0.07% | +69+2.9% | Added |
| Journey Strategic Wealth LLC | 2,517 | $312.1K | 0.01% | −54−2.1% | Reduced |
| Qube Research & Technologies Ltd | 2,519 | $312.3K | 0.00% | −10,972−81.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,561 | $317.5K | 0.02% | −2,184−46.0% | Reduced |
| Commerce Bank | 2,613 | $324.0K | 0.00% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,779 | $344.5K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,846 | $352.8K | 0.01% | +2,610+1,105.9% | Added |
| Van Strum & Towne Inc. | 2,870 | $355.8K | 0.11% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,912 | $361.0K | 0.33% | +67+2.4% | Added |
| ProShare Advisors LLC | 2,967 | $367.8K | 0.00% | +134+4.7% | Added |
| Integrated Wealth Concepts LLC | 2,971 | $368.2K | 0.00% | −76−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,976 | $369.0K | 0.00% | +2,976 | New |
| Shell Asset Management Co | 2,981 | $370.0K | 0.01% | −507−14.5% | Reduced |
| Rothschild Investment LLC | 3,006 | $372.7K | 0.02% | −78−2.5% | Reduced |
| Maryland State Retirement & Pension System | 3,032 | $375.9K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,033 | $376.1K | 0.00% | −942−23.7% | Reduced |
| Princeton Capital Management LLC | 3,072 | $380.9K | 0.11% | +500+19.4% | Added |
| CWM Advisors, LLC | 3,133 | $388.4K | 0.04% | −19,121−85.9% | Reduced |
| Huntington National Bank | 3,206 | $397.5K | 0.00% | −26−0.8% | Reduced |
| Well Done, LLC | 3,209 | $397.8K | 0.07% | −1,902−37.2% | Reduced |
| Callan Family Office, LLC | 3,300 | $409.1K | 0.01% | +3,300 | New |
| DRW Securities, LLC | 3,393 | $420.7K | 0.03% | +3,393 | New |
| Crossmark Global Holdings, Inc. | 3,421 | $424.1K | 0.01% | −2,402−41.3% | Reduced |
| Utah Retirement Systems | 3,450 | $427.7K | 0.00% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 3,500 | $433.9K | 0.03% | −1,657−32.1% | Reduced |
| Navellier & Associates Inc | 3,547 | $439.8K | 0.05% | −30−0.8% | Reduced |
| Barr E S & Co | 3,550 | $440.1K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 3,644 | $449.4K | 0.01% | −2,242−38.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,644 | $451.8K | 0.00% | +144+4.1% | Added |
| Greenleaf Trust | 3,752 | $465.2K | 0.00% | −2,078−35.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,823 | $474.0K | 0.13% | +3,823 | New |
| Susquehanna Fundamental Investments, LLC | 3,824 | $474.1K | 0.01% | −1,386−26.6% | Reduced |