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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 52 | $7.22K | 0.00% | −711−93.2% | Reduced |
| Avion Wealth | 51 | $7.00K | 0.00% | +15+41.7% | Added |
| Wolff Wiese Magana LLC | 48 | $6.67K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 47 | $6.53K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 47 | $6.53K | 0.00% | +47 | New |
| JDM Financial Group LLC | 47 | $6.53K | 0.00% | +47 | New |
| High Note Wealth, LLC | 46 | $6.39K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 44 | $6.11K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $5.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $5.14K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 36 | $5.00K | 0.00% | +36 | New |
| Geneos Wealth Management Inc. | 35 | $4.86K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $4.58K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 31 | $4.31K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 31 | $4.31K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 30 | $4.17K | 0.03% | +30 | New |
| Albion Financial Group | 29 | $4.03K | 0.00% | +15+107.1% | Added |
| Torren Management, LLC | 23 | $3.23K | 0.00% | −358−94.0% | Reduced |
| Essential Partners LLC | 22 | $3.06K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 22 | $3.00K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 21 | $2.92K | 0.00% | +1+5.0% | Added |
| Bogart Wealth, LLC | 20 | $2.78K | 0.00% | −2−9.1% | Reduced |
| Investors Portfolio Services LLC | 19 | $2.75K | 0.00% | +19 | New |
| Sunrise Financial Services, LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 18 | $2.50K | 0.00% | +6+50.0% | Added |
| Dunhill Financial, LLC | 14 | $1.99K | 0.00% | +13+1,300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $1.95K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.95K | 0.00% | +1+7.7% | Added |
| Abound Wealth Management | 14 | $1.95K | 0.00% | +14 | New |
| Westfuller Advisors, LLC | 13 | $1.83K | 0.00% | −4−23.5% | Reduced |
| Montag A & Associates Inc | 12 | $1.67K | 0.00% | +12 | New |
| First Command Advisory Services, Inc. | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.67K | 0.00% | +1+9.1% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $1.53K | 0.00% | +4+57.1% | Added |
| Atlas Capital Advisors LLC | 10 | $1.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.39K | 0.00% | +3+42.9% | Added |
| Cromwell Holdings LLC | 10 | $1.39K | 0.00% | +4+66.7% | Added |
| NBT Bank N A | 10 | $1.39K | 0.00% | +10 | New |
| Investors Research Corp | 10 | $1.39K | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $1.11K | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 7 | $973 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $973 | 0.00% | +2+40.0% | Added |
| International Assets Investment Management, LLC | 6 | $840 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $695 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $695 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $695 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $695 | 0.00% | +4+400.0% | Added |
| Prestige Wealth Management Group LLC | 5 | $695 | 0.00% | +5 | New |
| Anfield Capital Management, LLC | 4 | $556 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $556 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 4 | $555 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 3 | $417 | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $417 | 0.00% | +3 | New |
| Intentional Wealth Strategies, LLC | 3 | $417 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 1 | $139 | 0.00% | −4−80.0% | Reduced |
| TFC Financial Management | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $139 | 0.00% | +1 | New |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −203,554−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −172,100−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −64,715−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −61,025−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −59,269−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −49,100−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −40,294−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,189−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −16,042−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,725−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,198−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,611−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −7,067−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,585−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Schaper Benz & Wise Investment Counsel Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,785−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |