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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 2,519 | $312.3K | 0.00% | −10,972−81.3% | Reduced |
| Journey Strategic Wealth LLC | 2,517 | $312.1K | 0.01% | −54−2.1% | Reduced |
| Gitterman Wealth Management, LLC | 2,473 | $306.7K | 0.07% | +69+2.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,462 | $305.3K | 0.01% | +204+9.0% | Added |
| Paulson Wealth Management Inc. | 2,454 | $304.2K | 0.08% | +32+1.3% | Added |
| Profund Advisors LLC | 2,394 | $296.8K | 0.01% | −229−8.7% | Reduced |
| Oppenheimer & Co Inc | 2,366 | $293.3K | 0.00% | −346−12.8% | Reduced |
| Shelton Capital Management | 2,358 | $292.3K | 0.01% | −61−2.5% | Reduced |
| Burney Co | 2,320 | $287.6K | 0.01% | +2,320 | New |
| Capstone Financial Advisors, Inc. | 2,299 | $285.0K | 0.02% | −340−12.9% | Reduced |
| Hilltop Holdings Inc. | 2,253 | $279.4K | 0.02% | +2,253 | New |
| West Michigan Advisors, LLC | 2,222 | $275.5K | 0.08% | −67−2.9% | Reduced |
| Chicago Wealth Management, Inc. | 2,161 | $267.9K | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,114 | $262.0K | 0.00% | −312−12.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,102 | $260.6K | 0.05% | −188−8.2% | Reduced |
| Venturi Wealth Management, LLC | 2,100 | $260.4K | 0.01% | −123−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,071 | $256.8K | 0.01% | −1,823−46.8% | Reduced |
| Evergreen Capital Management LLC | 2,049 | $254.0K | 0.01% | +111+5.7% | Added |
| Fulton Bank, N.A. | 2,033 | $252.1K | 0.01% | −285−12.3% | Reduced |
| 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 |
| American Trust | 2,018 | $250.2K | 0.02% | +2,018 | New |
| KBC Group NV | 2,007 | $249.0K | 0.00% | −848−29.7% | Reduced |
| Westover Capital Advisors, LLC | 1,959 | $242.9K | 0.05% | +1,959 | New |
| PFG Advisors | 1,940 | $240.5K | 0.01% | +1,940 | New |
| CIBC Asset Management Inc | 1,920 | $238.0K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 1,905 | $236.2K | 0.01% | −129−6.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,852 | $229.6K | 0.01% | +10+0.5% | Added |
| Flynn Zito Capital Management, LLC | 1,830 | $226.9K | 0.10% | −1,045−36.3% | Reduced |
| Arcataur Capital Management LLC | 1,800 | $223.2K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,633 | $216.9K | 0.20% | +1,633 | New |
| Swiss Life Asset Management Ltd | 1,727 | $214.1K | 0.00% | +1,727 | New |
| Financial Advisory Corp | 1,724 | $213.7K | 0.03% | +1,724 | New |
| Rehmann Capital Advisory Group | 1,715 | $212.7K | 0.01% | +1,715 | New |
| Mercer Global Advisors Inc | 1,708 | $211.8K | 0.00% | +1,708 | New |
| Fort Sheridan Advisors LLC | 1,665 | $206.4K | 0.03% | +1,665 | New |
| Drive Wealth Management, LLC | 1,631 | $202.2K | 0.04% | +1,631 | New |
| Providence Wealth Advisors, LLC | 1,624 | $201.3K | 0.14% | +1,624 | New |
| Global Retirement Partners, LLC | 1,579 | $195.8K | 0.00% | +1,579 | New |
| TSFG, LLC | 1,560 | $193.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,500 | $186.0K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,483 | $184.0K | 0.00% | −2,100−58.6% | Reduced |
| IFP Advisors, Inc | 1,429 | $180.4K | 0.01% | +9+0.6% | Added |
| CWM, LLC | 1,398 | $173.0K | 0.00% | +169+13.8% | Added |
| GAMMA Investing LLC | 1,391 | $172.5K | 0.01% | −993−41.7% | Reduced |
| LRI Investments, LLC | 1,384 | $171.6K | 0.01% | +122+9.7% | Added |
| TD Private Client Wealth LLC | 1,232 | $152.7K | 0.00% | −438−26.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,033 | $128.1K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,014 | $125.7K | 0.01% | −136−11.8% | Reduced |
| Umb Bank N A | 978 | $121.3K | 0.00% | +106+12.2% | Added |
| Versant Capital Management, Inc | 975 | $120.9K | 0.02% | +381+64.1% | Added |
| Jones Financial Companies LLLP | 953 | $117.5K | 0.00% | +264+38.3% | Added |
| Whittier Trust Co of Nevada Inc | 896 | $111.1K | 0.00% | −3−0.3% | Reduced |
| GeoWealth Management, LLC | 883 | $109.5K | 0.00% | +883 | New |
| Danske Bank A/S | 865 | $107.2K | 0.00% | −16,604−95.0% | Reduced |
| Icon Wealth Advisors, LLC | 852 | $105.6K | 0.01% | +852 | New |
| MAI Capital Management | 828 | $102.7K | 0.00% | +100+13.7% | Added |
| Skopos Labs, Inc. | 822 | $101.9K | 0.01% | −100−10.8% | Reduced |
| Trust Co of Vermont | 696 | $86.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 689 | $85.5K | 0.00% | +86+14.3% | Added |
| Plante Moran Financial Advisors, LLC | 685 | $84.9K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 645 | $80.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 609 | $75.5K | 0.00% | −4−0.7% | Reduced |
| Farther Finance Advisors, LLC | 601 | $74.5K | 0.00% | +102+20.4% | Added |
| Bessemer Group Inc | 600 | $74.0K | 0.00% | +96+19.0% | Added |
| Reyes Financial Architecture, Inc. | 589 | $73.0K | 0.06% | −340−36.6% | Reduced |
| GWM Advisors LLC | 586 | $72.6K | 0.00% | +100+20.6% | Added |
| Clearstead Advisors, LLC | 578 | $71.7K | 0.00% | +316+120.6% | Added |
| Ci Investments Inc. | 546 | $68.0K | 0.00% | −80−12.8% | Reduced |
| Nomura Asset Management Co Ltd | 520 | $64.5K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 510 | $63.2K | 0.03% | +416+442.6% | Added |
| Covestor Ltd | 499 | $62.0K | 0.04% | +141+39.4% | Added |
| Smartleaf Asset Management LLC | 483 | $59.6K | 0.01% | −34−6.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 473 | $59.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 450 | $55.8K | 0.00% | +99+28.2% | Added |
| Acadian Asset Management LLC | 433 | $53.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 423 | $52.4K | 0.01% | +116+37.8% | Added |
| EverSource Wealth Advisors, LLC | 400 | $49.6K | 0.00% | +320+400.0% | Added |
| Parallel Advisors, LLC | 392 | $48.6K | 0.00% | −201−33.9% | Reduced |
| Millstone Evans Group, LLC | 348 | $43.1K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 178 | $43.0K | 0.00% | −19,346−99.1% | Reduced |
| Harbour Investments, Inc. | 346 | $42.9K | 0.00% | +1+0.3% | Added |
| State of Wyoming | 328 | $40.7K | 0.00% | +328 | New |
| Opal Wealth Advisors, LLC | 318 | $39.4K | 0.01% | −24−7.0% | Reduced |
| REAP Financial Group, LLC | 296 | $36.7K | 0.01% | +196+196.0% | Added |
| Massmutual Trust Co FSB | 289 | $35.8K | 0.00% | +100+52.9% | Added |
| Private Trust Co NA | 282 | $35.0K | 0.00% | +35+14.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 280 | $34.7K | 0.02% | +280 | New |
| Whittier Trust Co | 255 | $31.6K | 0.00% | −17−6.3% | Reduced |
| Park Place Capital Corp | 232 | $29.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 226 | $28.1K | 0.01% | −22−8.9% | Reduced |
| Geneos Wealth Management Inc. | 214 | $26.5K | 0.00% | −2−0.9% | Reduced |
| NBC Securities, Inc. | 209 | $25.0K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 199 | $24.7K | 0.00% | +199 | New |
| Gen-Wealth Partners Inc | 196 | $24.3K | 0.01% | +48+32.4% | Added |
| Quest Partners LLC | 191 | $23.7K | 0.00% | −106−35.7% | Reduced |
| Richardson Financial Services Inc. | 178 | $22.7K | 0.02% | +107+150.7% | Added |
| Brown Brothers Harriman & Co | 174 | $21.6K | 0.00% | +39+28.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 173 | $21.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $21.0K | 0.00% | 00.0% | Unchanged |