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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 3,410 | $473.8K | 0.14% | +3,410 | New |
| F/M Investments LLC | 3,411 | $473.7K | 0.03% | −67,446−95.2% | Reduced |
| Barr E S & Co | 3,374 | $468.8K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,279 | $455.6K | 0.01% | +3,279 | New |
| DnB Asset Management AS | 3,275 | $455.0K | 0.00% | +3,275 | New |
| Mach-1 Financial Group, Inc. | 3,271 | $454.5K | 0.16% | −1,034−24.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,258 | $452.6K | 0.00% | −550−14.4% | Reduced |
| Cresset Asset Management, LLC | 3,234 | $449.4K | 0.00% | +116+3.7% | Added |
| EP Wealth Advisors, LLC | 3,168 | $440.2K | 0.00% | −3,237−50.5% | Reduced |
| Navellier & Associates Inc | 3,163 | $439.5K | 0.05% | −142−4.3% | Reduced |
| Jane Street Group, LLC | 3,070 | $426.5K | 0.00% | −72,389−95.9% | Reduced |
| Intech Investment Management LLC | 3,048 | $423.5K | 0.00% | −2,721−47.2% | Reduced |
| Maryland State Retirement & Pension System | 3,032 | $421.3K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,990 | $415.4K | 0.01% | −630−17.4% | Reduced |
| Graham Capital Management, L.P. | 2,971 | $412.8K | 0.01% | +2,971 | New |
| Capstone Investment Advisors, LLC | 2,961 | $411.4K | 0.00% | +2,961 | New |
| Cambient Family Office, LLC | 2,957 | $410.8K | 0.06% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,911 | $404.5K | 0.09% | −8−0.3% | Reduced |
| Van Strum & Towne Inc. | 2,870 | $398.8K | 0.12% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,688 | $397.5K | 0.01% | +1,282+91.2% | Added |
| Paulson Wealth Management Inc. | 2,841 | $394.7K | 0.09% | +387+15.8% | Added |
| Inspirion Wealth Advisors, LLC | 2,799 | $388.9K | 0.05% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 2,625 | $388.6K | 0.01% | +2,625 | New |
| Gallagher Fiduciary Advisors, LLC | 2,774 | $385.4K | 0.01% | +61+2.2% | Added |
| Capstone Financial Advisors, Inc. | 2,769 | $384.7K | 0.02% | +470+20.4% | Added |
| Accurate Wealth Management, LLC | 2,595 | $378.8K | 0.05% | +1,181+83.5% | Added |
| Hantz Financial Services, Inc. | 2,716 | $377.0K | 0.01% | +2,161+389.4% | Added |
| Argent Trust Co | 2,700 | $375.1K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 2,689 | $373.7K | 0.00% | +540+25.1% | Added |
| ProShare Advisors LLC | 2,687 | $373.3K | 0.00% | +3+0.1% | Added |
| Evergreen Capital Management LLC | 2,684 | $372.9K | 0.01% | +425+18.8% | Added |
| Rehmann Capital Advisory Group | 2,683 | $372.9K | 0.02% | +159+6.3% | Added |
| RSM US Wealth Management LLC | 2,673 | $371.4K | 0.00% | +552+26.0% | Added |
| Harbour Investments, Inc. | 2,658 | $369.4K | 0.01% | +2,418+1,007.5% | Added |
| Jefferies Financial Group Inc. | 2,655 | $368.9K | 0.00% | −64,930−96.1% | Reduced |
| Hamilton Capital Partners Inc. | 2,603 | $361.7K | 0.01% | +747+40.2% | Added |
| Wedbush Securities Inc | 2,591 | $360.0K | 0.01% | +27+1.1% | Added |
| Advisor Group Holdings, Inc. | 2,573 | $357.6K | 0.00% | +343+15.4% | Added |
| Journey Strategic Wealth LLC | 2,553 | $354.7K | 0.01% | +53+2.1% | Added |
| Clearstead Advisors, LLC | 2,551 | $354.4K | 0.00% | −1,309−33.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,545 | $353.6K | 0.31% | +75+3.0% | Added |
| Camden Capital, LLC | 2,479 | $344.4K | 0.02% | +2,479 | New |
| Crossmark Global Holdings, Inc. | 2,413 | $335.3K | 0.00% | +5+0.2% | Added |
| Syon Capital LLC | 2,403 | $333.9K | 0.02% | −356−12.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,388 | $331.8K | 0.01% | −1,228−34.0% | Reduced |
| Huntington National Bank | 2,381 | $330.8K | 0.00% | +244+11.4% | Added |
| Commerce Bank | 2,365 | $328.6K | 0.00% | −213−8.3% | Reduced |
| Csenge Advisory Group | 2,269 | $315.2K | 0.01% | +273+13.7% | Added |
| Pure Financial Advisors, Inc. | 2,268 | $315.1K | 0.00% | +2,268 | New |
| SRS Capital Advisors, Inc. | 2,185 | $308.4K | 0.01% | +330+17.8% | Added |
| Shelton Capital Management | 2,208 | $306.8K | 0.01% | −150−6.4% | Reduced |
| West Michigan Advisors, LLC | 2,202 | $305.9K | 0.07% | −9−0.4% | Reduced |
| Chicago Wealth Management, Inc. | 2,161 | $300.2K | 0.12% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,133 | $296.4K | 0.01% | +18+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 2,116 | $294.0K | 0.01% | +258+13.9% | Added |
| Laird Norton Trust Company, LLC | 2,107 | $292.7K | 0.01% | −114−5.1% | Reduced |
| GTS Securities LLC | 2,098 | $291.5K | 0.01% | +2,098 | New |
| Baker Avenue Asset Management, LP | 2,051 | $285.0K | 0.01% | +570+38.5% | Added |
| Meeder Advisory Services, Inc. | 2,036 | $282.8K | 0.01% | +2,036 | New |
| Chicago Capital, LLC | 2,024 | $281.2K | 0.01% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,000 | $277.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,992 | $276.8K | 0.01% | +237+13.5% | Added |
| HB Wealth Management, LLC | 1,981 | $275.2K | 0.00% | +213+12.0% | Added |
| Ritholtz Wealth Management | 1,979 | $275.0K | 0.00% | +133+7.2% | Added |
| Park National Corp | 1,958 | $272.0K | 0.01% | +61+3.2% | Added |
| Westover Capital Advisors, LLC | 1,956 | $271.8K | 0.05% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,945 | $270.2K | 0.01% | +1+0.1% | Added |
| Profund Advisors LLC | 1,937 | $269.1K | 0.01% | −279−12.6% | Reduced |
| North Dakota State Investment Board | 1,929 | $268.0K | 0.01% | −405−17.4% | Reduced |
| CWM, LLC | 1,928 | $267.9K | 0.00% | +224+13.1% | Added |
| CIBC Asset Management Inc | 1,920 | $266.8K | 0.00% | 00.0% | Unchanged |
| DB&C Advisors, LLC | 1,917 | $266.4K | 0.35% | +7+0.4% | Added |
| Beverly Hills Private Wealth, LLC | 1,917 | $266.3K | 0.04% | −76−3.8% | Reduced |
| Oppenheimer & Co Inc | 1,909 | $265.2K | 0.00% | −40−2.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,882 | $261.5K | 0.00% | +1,882 | New |
| Atomi Financial Group, Inc. | 1,868 | $259.5K | 0.01% | +94+5.3% | Added |
| Perigon Wealth Management, LLC | 1,865 | $259.1K | 0.00% | +240+14.8% | Added |
| Brevan Howard Capital Management LP | 1,864 | $259.0K | 0.00% | −6,024−76.4% | Reduced |
| Optas, LLC | 1,850 | $257.0K | 0.04% | +265+16.7% | Added |
| NBC Securities, Inc. | 1,822 | $253.1K | 0.02% | +1,635+874.3% | Added |
| Everence Capital Management Inc | 1,799 | $250.0K | 0.02% | +1,799 | New |
| Fort Sheridan Advisors LLC | 1,716 | $238.4K | 0.03% | 00.0% | Unchanged |
| Scientech Research LLC | 1,710 | $237.6K | 0.20% | +1,710 | New |
| Phillips Wealth Planners LLC | 1,537 | $231.3K | 0.17% | −23−1.5% | Reduced |
| Drive Wealth Management, LLC | 1,638 | $227.6K | 0.05% | −1−0.1% | Reduced |
| 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 |
| OpenArc Corporate Advisory, LLC | 1,629 | $226.3K | 0.00% | +179+12.3% | Added |
| Bessemer Group Inc | 1,609 | $224.0K | 0.00% | −94−5.5% | Reduced |
| TCG Advisory Services, LLC | 1,611 | $223.8K | 0.01% | +1,611 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,611 | $223.8K | 0.05% | +6+0.4% | Added |
| Financial Advisory Corp | 1,606 | $223.1K | 0.03% | +6+0.4% | Added |
| Voisard Asset Management Group, Inc. | 1,598 | $222.0K | 0.05% | +6+0.4% | Added |
| Clearwater Capital Advisors, LLC | 1,596 | $221.7K | 0.02% | +109+7.3% | Added |
| Flynn Zito Capital Management, LLC | 1,565 | $217.4K | 0.07% | −265−14.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,545 | $214.7K | 0.01% | −11−0.7% | Reduced |
| Horizon Investments, LLC | 1,538 | $213.7K | 0.00% | −31,749−95.4% | Reduced |
| GWM Advisors LLC | 1,531 | $212.7K | 0.00% | −433−22.0% | Reduced |
| Frec Markets, Inc. | 1,515 | $210.5K | 0.04% | +1,515 | New |
| Exchange Traded Concepts, LLC | 1,514 | $210.4K | 0.00% | −237−13.5% | Reduced |