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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $21.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 162 | $20.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 143 | $17.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 139 | $17.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 137 | $17.0K | 0.00% | +137 | New |
| WPG Advisers, LLC | 126 | $15.6K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 125 | $15.5K | 0.00% | +1+0.8% | Added |
| Private Wealth Asset Management, LLC | 114 | $14.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 114 | $14.1K | 0.00% | +92+418.2% | Added |
| Hantz Financial Services, Inc. | 108 | $13.0K | 0.00% | +61+129.8% | Added |
| Bell Investment Advisors, Inc | 104 | $12.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 103 | $12.8K | 0.00% | +2+2.0% | Added |
| Ancora Advisors, LLC | 95 | $11.8K | 0.00% | +95 | New |
| Raffa Wealth Management, LLC | 91 | $11.3K | 0.00% | +71+355.0% | Added |
| Hemington Wealth Management | 90 | $11.0K | 0.00% | +19+26.8% | Added |
| Park Square Financial Group, LLC | 86 | $10.7K | 0.01% | +86 | New |
| Westside Investment Management, Inc. | 80 | $10.2K | 0.00% | +80 | New |
| Private Wealth Management Group, LLC | 71 | $8.80K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $8.55K | 0.00% | −19−21.6% | Reduced |
| Bryn Mawr Trust Co | 69 | $8.55K | 0.00% | +12+21.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 59 | $7.51K | 0.00% | +59 | New |
| Ameritas Advisory Services, LLC | 59 | $7.32K | 0.00% | +59 | New |
| Cornerstone Planning Group LLC | 58 | $7.31K | 0.00% | −55−48.7% | Reduced |
| Sound Income Strategies, LLC | 57 | $7.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 54 | $6.70K | 0.00% | +8+17.4% | Added |
| JFS Wealth Advisors, LLC | 50 | $6.20K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $5.95K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 46 | $5.70K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 45 | $5.58K | 0.00% | +22+95.7% | Added |
| Riggs Asset Managment Co. Inc. | 44 | $5.46K | 0.00% | +44 | New |
| N.E.W. Advisory Services LLC | 44 | $5.46K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 44 | $5.46K | 0.00% | +3+7.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 44 | $5.46K | 0.00% | +44 | New |
| South State Corp. | 43 | $5.33K | 0.00% | −7−14.0% | Reduced |
| Sachetta, LLC | 37 | $4.59K | 0.00% | +13+54.2% | Added |
| Retirement Wealth Solutions LLC | 34 | $4.22K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $4.09K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $4.00K | 0.00% | +21+140.0% | Added |
| Rosenberg Matthew Hamilton | 31 | $3.84K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $3.72K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 28 | $3.47K | 0.00% | +28 | New |
| Bartlett & Co. Wealth Management LLC | 24 | $2.98K | 0.00% | +24 | New |
| Pineridge Advisors LLC | 23 | $2.88K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $2.78K | 0.00% | −1−4.3% | Reduced |
| Glen Eagle Advisors, LLC | 22 | $2.75K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $2.73K | 0.00% | +5+29.4% | Added |
| Larson Financial Group LLC | 17 | $2.11K | 0.00% | +1+6.3% | Added |
| Simplex Trading, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Hughes Financial Services, LLC | 15 | $1.88K | 0.00% | +1+7.1% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $1.74K | 0.00% | −2−12.5% | Reduced |
| Sierra Ocean, LLC | 13 | $1.61K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.24K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $1.12K | 0.00% | −6−40.0% | Reduced |
| Essential Partners LLC | 9 | $1.12K | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 8 | $992 | 0.00% | −1−11.1% | Reduced |
| Rossby Financial, LCC | 8 | $992 | 0.00% | +1+14.3% | Added |
| Principia Wealth Advisory, LLC | 7 | $868 | 0.00% | +4+133.3% | Added |
| Cromwell Holdings LLC | 6 | $744 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 5 | $620 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $620 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $620 | 0.00% | +3+150.0% | Added |
| Arlington Trust Co LLC | 5 | $620 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 4 | $496 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $495 | 0.00% | +2+100.0% | Added |
| ROSS\JOHNSON & Associates LLC | 3 | $372 | 0.01% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $248 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $124 | 0.00% | −5−83.3% | Reduced |
| TFC Financial Management | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $124 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $124 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $124 | 0.00% | +1 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −295,380−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −73,436−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −43,096−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −39,704−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −27,997−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,782−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,848−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −8,531−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −6,206−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,816−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −4,264−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,007−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,344−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Old Mission Investment Co LLC | 0 | $0 | 0.00% | −1,838−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |