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 |
|---|---|---|---|---|---|
| Cornerstone National Bank & Trust Co | 1,500 | $210.1K | 0.08% | 00.0% | Unchanged |
| TSFG, LLC | 1,510 | $210.0K | 0.03% | −50−3.2% | Reduced |
| Vident Advisory, LLC | 1,509 | $209.7K | 0.00% | +1,509 | New |
| 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 |
| Boston Family Office LLC | 1,500 | $208.0K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,493 | $207.4K | 0.02% | +1,493 | New |
| Platform Technology Partners | 1,473 | $204.7K | 0.04% | +1,473 | New |
| American Trust | 1,456 | $202.3K | 0.02% | −275−15.9% | Reduced |
| IFP Advisors, Inc | 1,442 | $200.4K | 0.00% | −3−0.2% | Reduced |
| Farther Finance Advisors, LLC | 1,414 | $198.0K | 0.00% | +85+6.4% | Added |
| MAI Capital Management | 1,387 | $192.7K | 0.00% | +288+26.2% | Added |
| Daytona Street Capital LLC | 1,350 | $191.3K | 0.15% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,321 | $183.5K | 0.00% | +1,321 | New |
| HM Payson & Co | 1,250 | $173.7K | 0.00% | −200−13.8% | Reduced |
| Versant Capital Management, Inc | 1,238 | $172.0K | 0.02% | +59+5.0% | Added |
| GeoWealth Management, LLC | 1,198 | $166.5K | 0.01% | +1,198 | New |
| 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 |
| DHJJ Financial Advisors, Ltd. | 1,033 | $143.5K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 992 | $137.8K | 0.01% | +145+17.1% | Added |
| Parallel Advisors, LLC | 976 | $135.7K | 0.00% | +70+7.7% | Added |
| Whittier Trust Co of Nevada Inc | 771 | $108.2K | 0.00% | −125−14.0% | Reduced |
| Allworth Financial LP | 703 | $97.7K | 0.00% | +124+21.4% | Added |
| Plante Moran Financial Advisors, LLC | 685 | $95.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 623 | $86.6K | 0.02% | +623 | New |
| Smartleaf Asset Management LLC | 566 | $75.6K | 0.00% | −96−14.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 527 | $73.2K | 0.01% | −191−26.6% | Reduced |
| Nomura Asset Management Co Ltd | 520 | $72.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 507 | $70.5K | 0.00% | −5,710−91.8% | Reduced |
| Bayforest Capital Ltd | 442 | $61.4K | 0.07% | −2,669−85.8% | Reduced |
| Reyes Financial Architecture, Inc. | 435 | $60.4K | 0.05% | −123−22.0% | Reduced |
| Acadian Asset Management LLC | 433 | $60.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 428 | $59.5K | 0.00% | +199+86.9% | Added |
| Richardson Financial Services Inc. | 405 | $56.3K | 0.04% | +39+10.7% | Added |
| Quent Capital, LLC | 391 | $54.3K | 0.00% | −88−18.4% | Reduced |
| REAP Financial Group, LLC | 378 | $52.5K | 0.01% | +5+1.3% | Added |
| Harvest Fund Management Co., Ltd | 376 | $52.0K | 0.00% | −6,336−94.4% | Reduced |
| SHP Wealth Management | 354 | $49.1K | 0.00% | +1+0.3% | Added |
| EverSource Wealth Advisors, LLC | 350 | $48.6K | 0.00% | +24+7.4% | Added |
| Millstone Evans Group, LLC | 348 | $48.4K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 345 | $47.9K | 0.00% | +43+14.2% | Added |
| Ares Financial Consulting, LLC | 334 | $46.8K | 0.04% | +334 | New |
| Los Angeles Capital Management LLC | 319 | $44.3K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 318 | $44.0K | 0.02% | +39+14.0% | Added |
| Root Financial Partners, LLC | 301 | $41.8K | 0.00% | +56+22.9% | Added |
| Wellington-Altus USA Inc. | 258 | $41.5K | 0.02% | −58−18.4% | Reduced |
| Leonteq Securities AG | 285 | $39.6K | 0.00% | +285 | New |
| Larson Financial Group LLC | 282 | $39.2K | 0.00% | +235+500.0% | Added |
| Opal Wealth Advisors, LLC | 277 | $38.5K | 0.01% | +277 | New |
| Keating Financial Advisory Services, Inc. | 257 | $35.7K | 0.01% | +7+2.8% | Added |
| Measured Wealth Private Client Group, LLC | 254 | $35.3K | 0.01% | +254 | New |
| Cullen/Frost Bankers, Inc. | 251 | $34.9K | 0.00% | +118+88.7% | Added |
| Whittier Trust Co | 238 | $33.4K | 0.00% | −17−6.7% | Reduced |
| Park Place Capital Corp | 232 | $32.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 225 | $31.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 211 | $29.3K | 0.01% | +1+0.5% | Added |
| Transamerica Financial Advisors, Inc. | 203 | $28.3K | 0.00% | +112+123.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 173 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $23.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 167 | $23.2K | 0.00% | −109−39.5% | Reduced |
| Capital Advisors, Ltd. LLC | 167 | $23.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 160 | $22.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 150 | $20.8K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 149 | $20.7K | 0.01% | −19−11.3% | Reduced |
| Cedar Mountain Advisors, LLC | 148 | $20.6K | 0.00% | +142+2,366.7% | Added |
| Key Financial Inc | 139 | $19.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 139 | $19.3K | 0.00% | +16+13.0% | Added |
| Trask Adam Roland | 138 | $19.2K | 0.02% | +138 | New |
| Sapience Investments, LLC | 136 | $18.9K | 2.45% | −4,590−97.1% | Reduced |
| Basepoint Wealth LLC | 136 | $18.9K | 0.01% | +3+2.3% | Added |
| Salomon & Ludwin, LLC | 133 | $18.6K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 134 | $18.0K | 0.00% | +134 | New |
| Peregrine Capital Management LLC | 126 | $17.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 120 | $16.7K | 0.00% | +5+4.3% | Added |
| Cornerstone Planning Group LLC | 111 | $16.6K | 0.00% | +6+5.7% | Added |
| Bell Investment Advisors, Inc | 116 | $16.1K | 0.00% | −50−30.1% | Reduced |
| Private Wealth Asset Management, LLC | 114 | $15.8K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 105 | $14.6K | 0.01% | +39+59.1% | Added |
| Kemnay Advisory Services Inc. | 102 | $14.2K | 0.00% | +102 | New |
| Danske Bank A/S | 100 | $13.9K | 0.00% | −700−87.5% | Reduced |
| CVA Family Office, LLC | 94 | $13.1K | 0.00% | +94 | New |
| Covestor Ltd | 94 | $13.0K | 0.01% | −182−65.9% | Reduced |
| First Horizon Corp | 93 | $12.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 92 | $12.8K | 0.00% | +6+7.0% | Added |
| Basecamp Wealth Advisors LLC | 85 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 84 | $11.8K | 0.00% | +71+546.2% | Added |
| JFS Wealth Advisors, LLC | 75 | $10.4K | 0.00% | +3+4.2% | Added |
| Mather Group, LLC. | 75 | $10.4K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 71 | $9.87K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 69 | $9.59K | 0.00% | +69 | New |
| Gill Capital Partners, LLC | 68 | $9.45K | 0.00% | +68 | New |
| WPG Advisers, LLC | 62 | $8.61K | 0.01% | −58−48.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 62 | $8.61K | 0.00% | +62 | New |
| SJS Investment Consulting Inc. | 60 | $8.34K | 0.00% | +5+9.1% | Added |
| Farmers & Merchants Investments Inc | 59 | $8.20K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 58 | $8.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $7.92K | 0.00% | +25+78.1% | Added |
| Strategic Wealth Partners, Ltd. | 56 | $7.78K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 54 | $7.57K | 0.00% | +2+3.8% | Added |