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 2026
Institutional positions in Wintrust Financial Corp as of Mar 31, 2026. 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
- 558
- +39 vs. Q4 2025
- Shares held
- 64.5M
- +7.83M (+13.8%) vs. Q4 2025
- Total value
- $8.96B
- +$1.03B (+13.0%) vs. Q4 2025
- New holders
- 78
- 208 more added
- Sold out
- 39
- 179 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transamerica Financial Advisors, Inc. | 203 | $28.3K | 0.00% | +112+123.1% | Added |
| Raleigh Capital Management Inc. | 211 | $29.3K | 0.01% | +1+0.5% | Added |
| Massmutual Trust Co FSB | 225 | $31.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 232 | $32.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 238 | $33.4K | 0.00% | −17−6.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 251 | $34.9K | 0.00% | +118+88.7% | Added |
| Measured Wealth Private Client Group, LLC | 254 | $35.3K | 0.01% | +254 | New |
| Keating Financial Advisory Services, Inc. | 257 | $35.7K | 0.01% | +7+2.8% | Added |
| Opal Wealth Advisors, LLC | 277 | $38.5K | 0.01% | +277 | New |
| Larson Financial Group LLC | 282 | $39.2K | 0.00% | +235+500.0% | Added |
| Leonteq Securities AG | 285 | $39.6K | 0.00% | +285 | New |
| Wellington-Altus USA Inc. | 258 | $41.5K | 0.02% | −58−18.4% | Reduced |
| Root Financial Partners, LLC | 301 | $41.8K | 0.00% | +56+22.9% | Added |
| Strive Financial Group ,LLC | 318 | $44.0K | 0.02% | +39+14.0% | Added |
| Los Angeles Capital Management LLC | 319 | $44.3K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 334 | $46.8K | 0.04% | +334 | New |
| Ancora Advisors, LLC | 345 | $47.9K | 0.00% | +43+14.2% | Added |
| Millstone Evans Group, LLC | 348 | $48.4K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 350 | $48.6K | 0.00% | +24+7.4% | Added |
| SHP Wealth Management | 354 | $49.1K | 0.00% | +1+0.3% | Added |
| Harvest Fund Management Co., Ltd | 376 | $52.0K | 0.00% | −6,336−94.4% | Reduced |
| REAP Financial Group, LLC | 378 | $52.5K | 0.01% | +5+1.3% | Added |
| Quent Capital, LLC | 391 | $54.3K | 0.00% | −88−18.4% | Reduced |
| Richardson Financial Services Inc. | 405 | $56.3K | 0.04% | +39+10.7% | Added |
| Creative Financial Designs Inc | 428 | $59.5K | 0.00% | +199+86.9% | Added |
| Acadian Asset Management LLC | 433 | $60.0K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 435 | $60.4K | 0.05% | −123−22.0% | Reduced |
| Bayforest Capital Ltd | 442 | $61.4K | 0.07% | −2,669−85.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 507 | $70.5K | 0.00% | −5,710−91.8% | Reduced |
| Nomura Asset Management Co Ltd | 520 | $72.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 527 | $73.2K | 0.01% | −191−26.6% | Reduced |
| Smartleaf Asset Management LLC | 566 | $75.6K | 0.00% | −96−14.5% | Reduced |
| Operose Advisors LLC | 623 | $86.6K | 0.02% | +623 | New |
| Plante Moran Financial Advisors, LLC | 685 | $95.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 703 | $97.7K | 0.00% | +124+21.4% | Added |
| Whittier Trust Co of Nevada Inc | 771 | $108.2K | 0.00% | −125−14.0% | Reduced |
| Parallel Advisors, LLC | 976 | $135.7K | 0.00% | +70+7.7% | Added |
| Parkside Financial Bank & Trust | 992 | $137.8K | 0.01% | +145+17.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,033 | $143.5K | 0.05% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,072 | $148.9K | 0.00% | −65−5.7% | Reduced |
| Umb Bank N A | 1,072 | $148.9K | 0.00% | +51+5.0% | Added |
| GeoWealth Management, LLC | 1,198 | $166.5K | 0.01% | +1,198 | New |
| Versant Capital Management, Inc | 1,238 | $172.0K | 0.02% | +59+5.0% | Added |
| HM Payson & Co | 1,250 | $173.7K | 0.00% | −200−13.8% | Reduced |
| Advisory Services Network, LLC | 1,321 | $183.5K | 0.00% | +1,321 | New |
| Daytona Street Capital LLC | 1,350 | $191.3K | 0.15% | 00.0% | Unchanged |
| MAI Capital Management | 1,387 | $192.7K | 0.00% | +288+26.2% | Added |
| Farther Finance Advisors, LLC | 1,414 | $198.0K | 0.00% | +85+6.4% | Added |
| IFP Advisors, Inc | 1,442 | $200.4K | 0.00% | −3−0.2% | Reduced |
| American Trust | 1,456 | $202.3K | 0.02% | −275−15.9% | Reduced |
| Platform Technology Partners | 1,473 | $204.7K | 0.04% | +1,473 | New |
| Mirabella Financial Services LLP | 1,493 | $207.4K | 0.02% | +1,493 | New |
| Boston Family Office LLC | 1,500 | $208.0K | 0.01% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,500 | $208.4K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,500 | $208.4K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,509 | $209.7K | 0.00% | +1,509 | New |
| TSFG, LLC | 1,510 | $210.0K | 0.03% | −50−3.2% | Reduced |
| Cornerstone National Bank & Trust Co | 1,500 | $210.1K | 0.08% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,514 | $210.4K | 0.00% | −237−13.5% | Reduced |
| Frec Markets, Inc. | 1,515 | $210.5K | 0.04% | +1,515 | New |
| GWM Advisors LLC | 1,531 | $212.7K | 0.00% | −433−22.0% | Reduced |
| Horizon Investments, LLC | 1,538 | $213.7K | 0.00% | −31,749−95.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,545 | $214.7K | 0.01% | −11−0.7% | Reduced |
| Flynn Zito Capital Management, LLC | 1,565 | $217.4K | 0.07% | −265−14.5% | Reduced |
| Clearwater Capital Advisors, LLC | 1,596 | $221.7K | 0.02% | +109+7.3% | Added |
| Voisard Asset Management Group, Inc. | 1,598 | $222.0K | 0.05% | +6+0.4% | Added |
| Financial Advisory Corp | 1,606 | $223.1K | 0.03% | +6+0.4% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,611 | $223.8K | 0.05% | +6+0.4% | Added |
| TCG Advisory Services, LLC | 1,611 | $223.8K | 0.01% | +1,611 | New |
| Bessemer Group Inc | 1,609 | $224.0K | 0.00% | −94−5.5% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,629 | $226.3K | 0.00% | +179+12.3% | Added |
| Blue Water Asset Management | 1,631 | $226.6K | 0.08% | +8+0.5% | Added |
| LeClair Wealth Partners LLC | 1,631 | $226.6K | 0.08% | +1,631 | New |
| Drive Wealth Management, LLC | 1,638 | $227.6K | 0.05% | −1−0.1% | Reduced |
| Phillips Wealth Planners LLC | 1,537 | $231.3K | 0.17% | −23−1.5% | Reduced |
| Scientech Research LLC | 1,710 | $237.6K | 0.20% | +1,710 | New |
| Fort Sheridan Advisors LLC | 1,716 | $238.4K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,799 | $250.0K | 0.02% | +1,799 | New |
| NBC Securities, Inc. | 1,822 | $253.1K | 0.02% | +1,635+874.3% | Added |
| Optas, LLC | 1,850 | $257.0K | 0.04% | +265+16.7% | Added |
| Brevan Howard Capital Management LP | 1,864 | $259.0K | 0.00% | −6,024−76.4% | Reduced |
| Perigon Wealth Management, LLC | 1,865 | $259.1K | 0.00% | +240+14.8% | Added |
| Atomi Financial Group, Inc. | 1,868 | $259.5K | 0.01% | +94+5.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,882 | $261.5K | 0.00% | +1,882 | New |
| Oppenheimer & Co Inc | 1,909 | $265.2K | 0.00% | −40−2.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,917 | $266.3K | 0.04% | −76−3.8% | Reduced |
| DB&C Advisors, LLC | 1,917 | $266.4K | 0.35% | +7+0.4% | Added |
| CIBC Asset Management Inc | 1,920 | $266.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,928 | $267.9K | 0.00% | +224+13.1% | Added |
| North Dakota State Investment Board | 1,929 | $268.0K | 0.01% | −405−17.4% | Reduced |
| Profund Advisors LLC | 1,937 | $269.1K | 0.01% | −279−12.6% | Reduced |
| Fulton Bank, N.A. | 1,945 | $270.2K | 0.01% | +1+0.1% | Added |
| Westover Capital Advisors, LLC | 1,956 | $271.8K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 1,958 | $272.0K | 0.01% | +61+3.2% | Added |
| Ritholtz Wealth Management | 1,979 | $275.0K | 0.00% | +133+7.2% | Added |
| HB Wealth Management, LLC | 1,981 | $275.2K | 0.00% | +213+12.0% | Added |
| GAMMA Investing LLC | 1,992 | $276.8K | 0.01% | +237+13.5% | Added |
| Perfromance Wealth Partners, LLC | 2,000 | $277.9K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,024 | $281.2K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,036 | $282.8K | 0.01% | +2,036 | New |