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, Q4 2025
Institutional positions in Wintrust Financial Corp as of Dec 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
- 527
- +56 vs. Q3 2025
- Shares held
- 64.3M
- +625.3K (+1.0%) vs. Q3 2025
- Total value
- $9.00B
- +$569.0M (+6.8%) vs. Q3 2025
- New holders
- 97
- 153 more added
- Sold out
- 41
- 195 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 348 | $48.7K | 0.03% | 00.0% | Unchanged |
| SHP Wealth Management | 353 | $49.3K | 0.00% | +353 | New |
| Richardson Financial Services Inc. | 366 | $51.2K | 0.03% | +54+17.3% | Added |
| REAP Financial Group, LLC | 373 | $52.1K | 0.01% | +52+16.2% | Added |
| Torren Management, LLC | 381 | $53.3K | 0.03% | +381 | New |
| Acadian Asset Management LLC | 433 | $60.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 479 | $67.0K | 0.00% | +167+53.5% | Added |
| Nomura Asset Management Co Ltd | 520 | $72.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 555 | $78.0K | 0.00% | +159+40.2% | Added |
| Reyes Financial Architecture, Inc. | 558 | $78.0K | 0.05% | −5−0.9% | Reduced |
| Allworth Financial LP | 579 | $81.0K | 0.00% | −5−0.9% | Reduced |
| Trust Co of Vermont | 634 | $88.6K | 0.00% | +8+1.3% | Added |
| Smartleaf Asset Management LLC | 662 | $93.4K | 0.00% | −11−1.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 685 | $95.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 718 | $100.4K | 0.01% | +718 | New |
| Jones Financial Companies LLLP | 741 | $103.6K | 0.00% | −283−27.6% | Reduced |
| LRI Investments, LLC | 763 | $106.7K | 0.01% | −266−25.9% | Reduced |
| Danske Bank A/S | 800 | $111.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 819 | $114.5K | 0.01% | −1,849−69.3% | Reduced |
| Parkside Financial Bank & Trust | 847 | $118.4K | 0.01% | +22+2.7% | Added |
| Parallel Advisors, LLC | 906 | $126.8K | 0.00% | +550+154.5% | Added |
| Whittier Trust Co of Nevada Inc | 896 | $132.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,021 | $142.8K | 0.00% | +31+3.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,033 | $144.4K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 1,099 | $153.7K | 0.00% | +308+38.9% | Added |
| TD Private Client Wealth LLC | 1,137 | $159.0K | 0.00% | −95−7.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,138 | $159.1K | 0.07% | +1,138 | New |
| Versant Capital Management, Inc | 1,179 | $164.8K | 0.02% | +197+20.1% | Added |
| Kestra Advisory Services, LLC | 1,300 | $181.8K | 0.00% | +1,300 | New |
| Farther Finance Advisors, LLC | 1,329 | $185.9K | 0.00% | +529+66.1% | Added |
| Daytona Street Capital LLC | 1,350 | $188.8K | 0.15% | +1,350 | New |
| IFP Advisors, Inc | 1,445 | $202.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,450 | $202.7K | 0.00% | +900+163.6% | Added |
| OpenArc Corporate Advisory, LLC | 1,450 | $202.7K | 0.00% | +1,450 | New |
| Chicago Partners Investment Group LLC | 1,406 | $205.3K | 0.01% | +1,406 | New |
| Accurate Wealth Management, LLC | 1,414 | $206.3K | 0.03% | +1,414 | New |
| Baker Avenue Asset Management, LP | 1,481 | $207.1K | 0.00% | +1,481 | New |
| Clearwater Capital Advisors, LLC | 1,487 | $207.9K | 0.02% | +1,487 | New |
| NewEdge Wealth, LLC | 1,499 | $209.6K | 0.00% | +1,499 | New |
| Cornerstone National Bank & Trust Co | 1,500 | $209.7K | 0.08% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,500 | $209.7K | 0.02% | +1,500 | New |
| Stonebridge Capital Advisors LLC | 1,500 | $209.7K | 0.01% | +1,500 | New |
| Boston Family Office LLC | 1,500 | $210.0K | 0.01% | +1,500 | New |
| LVZ Advisors, Inc. | 1,523 | $212.9K | 0.02% | −42−2.7% | Reduced |
| Skopos Labs, Inc. | 1,507 | $213.1K | 0.01% | +1,507 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,556 | $217.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,560 | $218.0K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 1,585 | $221.6K | 0.03% | +1,585 | New |
| Voisard Asset Management Group, Inc. | 1,592 | $222.6K | 0.05% | +1,592 | New |
| Financial Advisory Corp | 1,600 | $223.7K | 0.03% | −124−7.2% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,605 | $224.4K | 0.05% | +6+0.4% | Added |
| Blue Water Asset Management | 1,623 | $226.9K | 0.08% | +1,623 | New |
| Perigon Wealth Management, LLC | 1,625 | $227.2K | 0.00% | +1,625 | New |
| Drive Wealth Management, LLC | 1,639 | $229.2K | 0.04% | +3+0.2% | Added |
| Hilltop Holdings Inc. | 1,645 | $229.9K | 0.01% | −1,029−38.5% | Reduced |
| Phillips Wealth Planners LLC | 1,560 | $236.4K | 0.19% | −57−3.5% | Reduced |
| SummitTX Capital, L.P. | 1,697 | $237.3K | 0.01% | +1,697 | New |
| CWM, LLC | 1,704 | $238.0K | 0.00% | +246+16.9% | Added |
| Citadel Advisors LLC | 1,703 | $238.1K | 0.00% | −14,135−89.2% | Reduced |
| Bessemer Group Inc | 1,703 | $239.0K | 0.00% | +3+0.2% | Added |
| Fort Sheridan Advisors LLC | 1,716 | $239.9K | 0.03% | 00.0% | Unchanged |
| American Trust | 1,731 | $242.0K | 0.02% | −69−3.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,751 | $244.8K | 0.00% | −7,301−80.7% | Reduced |
| GAMMA Investing LLC | 1,755 | $245.4K | 0.01% | +77+4.6% | Added |
| HB Wealth Management, LLC | 1,768 | $247.2K | 0.00% | +1,768 | New |
| Atomi Financial Group, Inc. | 1,774 | $248.0K | 0.01% | +253+16.6% | Added |
| Integrated Wealth Concepts LLC | 1,778 | $248.6K | 0.00% | −1,684−48.6% | Reduced |
| Flynn Zito Capital Management, LLC | 1,830 | $255.9K | 0.09% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,846 | $258.1K | 0.00% | −41−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,855 | $259.4K | 0.01% | −177−8.7% | Reduced |
| Hamilton Capital Partners Inc. | 1,856 | $259.5K | 0.01% | −168−8.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,858 | $259.8K | 0.01% | −3−0.2% | Reduced |
| Park National Corp | 1,897 | $265.2K | 0.01% | 00.0% | Unchanged |
| DB&C Advisors, LLC | 1,910 | $267.1K | 0.34% | +1,910 | New |
| CIBC Asset Management Inc | 1,920 | $268.5K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,944 | $271.8K | 0.01% | +9+0.5% | Added |
| Oppenheimer & Co Inc | 1,949 | $272.5K | 0.00% | −4−0.2% | Reduced |
| Westover Capital Advisors, LLC | 1,956 | $273.5K | 0.05% | −3−0.2% | Reduced |
| GWM Advisors LLC | 1,964 | $274.6K | 0.00% | +1,376+234.0% | Added |
| Beverly Hills Private Wealth, LLC | 1,993 | $278.7K | 0.05% | −37−1.8% | Reduced |
| Csenge Advisory Group | 1,996 | $279.0K | 0.01% | +36+1.8% | Added |
| Perfromance Wealth Partners, LLC | 2,000 | $279.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,007 | $281.0K | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,024 | $283.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,083 | $291.3K | 0.00% | +2,083 | New |
| Venturi Wealth Management, LLC | 2,115 | $295.7K | 0.01% | +15+0.7% | Added |
| Huntington National Bank | 2,137 | $298.8K | 0.00% | −1,035−32.6% | Reduced |
| RSM US Wealth Management LLC | 2,121 | $299.2K | 0.00% | +69+3.4% | Added |
| QRG Capital Management, Inc. | 2,149 | $300.5K | 0.00% | +528+32.6% | Added |
| Chicago Wealth Management, Inc. | 2,161 | $302.2K | 0.12% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,211 | $309.2K | 0.07% | −3−0.1% | Reduced |
| Profund Advisors LLC | 2,216 | $309.8K | 0.01% | −118−5.1% | Reduced |
| Laird Norton Trust Company, LLC | 2,221 | $310.5K | 0.01% | +2,221 | New |
| Advisor Group Holdings, Inc. | 2,230 | $311.9K | 0.00% | −42,397−95.0% | Reduced |
| Evergreen Capital Management LLC | 2,259 | $315.9K | 0.01% | −931−29.2% | Reduced |
| XTX Topco Ltd | 2,298 | $321.3K | 0.01% | +2,298 | New |
| Capstone Financial Advisors, Inc. | 2,299 | $321.4K | 0.02% | 00.0% | Unchanged |
| North Dakota State Investment Board | 2,334 | $326.3K | 0.01% | +2,334 | New |
| Shelton Capital Management | 2,358 | $329.7K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,408 | $336.7K | 0.00% | −722−23.1% | Reduced |