Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Wintrust Financial Corp as of Jun 30, 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
600
+50 vs. Q1 2026
Shares held
64.9M
+962.2K (+1.5%) vs. Q1 2026
Total value
$10.4B
+$1.54B (+17.3%) vs. Q1 2026
New holders
86
233 more added
Sold out
36
173 more reduced

8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 600 institutions
Q1 2021: 298 institutionsQ2 2021: 297 institutionsQ3 2021: 306 institutionsQ4 2021: 332 institutionsQ1 2022: 351 institutionsQ2 2022: 351 institutionsQ3 2022: 354 institutionsQ4 2022: 396 institutionsQ1 2023: 385 institutionsQ2 2023: 350 institutionsQ3 2023: 349 institutionsQ4 2023: 396 institutionsQ1 2024: 388 institutionsQ2 2024: 397 institutionsQ3 2024: 419 institutionsQ4 2024: 445 institutionsQ1 2025: 454 institutionsQ2 2025: 471 institutionsQ3 2025: 478 institutionsQ4 2025: 527 institutionsQ1 2026: 558 institutionsQ2 2026: 600 institutions
Value heldQ2 2026: $10.4B
Q1 2021: $3.94BQ2 2021: $3.90BQ3 2021: $4.12BQ4 2021: $4.68BQ1 2022: $4.83BQ2 2022: $4.51BQ3 2022: $4.49BQ4 2022: $4.71BQ1 2023: $4.11BQ2 2023: $4.14BQ3 2023: $4.31BQ4 2023: $5.39BQ1 2024: $6.12BQ2 2024: $5.73BQ3 2024: $6.61BQ4 2024: $7.88BQ1 2025: $7.26BQ2 2025: $8.03BQ3 2025: $8.44BQ4 2025: $9.00BQ1 2026: $8.96BQ2 2026: $10.4B
Institutions holding WTFC and their total value by quarter
QuarterHoldersValue
Q2 2026600$10.4B
Q1 2026558$8.96B
Q4 2025527$9.00B
Q3 2025478$8.44B
Q2 2025471$8.03B
Q1 2025454$7.26B
Q4 2024445$7.88B
Q3 2024419$6.61B
Q2 2024397$5.73B
Q1 2024388$6.12B
Q4 2023396$5.39B
Q3 2023349$4.31B
Q2 2023350$4.14B
Q1 2023385$4.11B
Q4 2022396$4.71B
Q3 2022354$4.49B
Q2 2022351$4.51B
Q1 2022351$4.83B
Q4 2021332$4.68B
Q3 2021306$4.12B
Q2 2021297$3.90B
Q1 2021298$3.94B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q1 2026.

Institutions holding WTFC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC5$00.00%+5New
TFC Financial Management1$1610.00%00.0%Unchanged
SBI Securities Co., Ltd.1$1610.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$1610.00%+1New
Medallion Wealth Advisors, LLC1$1610.00%+1New
IMA Wealth, Inc.2$3210.00%−2−50.0%Reduced
Activest Wealth Management2$3210.00%+2New
DecisionPoint Financial, LLC2$3260.00%+2New
ROSS\JOHNSON & Associates LLC3$4820.01%00.0%Unchanged
Kilter Group LLC3$4830.00%−102−97.1%Reduced
MV Capital Management, Inc.3$4830.00%00.0%Unchanged
Valued Wealth Advisors LLC4$6430.00%−4−50.0%Reduced
South State Corp.5$8040.00%00.0%Unchanged
AdvisorNet Financial, Inc5$8040.00%00.0%Unchanged
Prestige Wealth Management Group LLC5$8040.00%00.0%Unchanged
Bare Financial Services, Inc5$8040.00%00.0%Unchanged
Bruce G. Allen Investments, LLC9$1.45K0.00%+1+12.5%Added
Retirement Wealth Solutions LLC9$1.45K0.00%+2+28.6%Added
NBT Bank N A10$1.61K0.00%00.0%Unchanged
Atlas Capital Advisors LLC10$1.61K0.00%00.0%Unchanged
Cromwell Holdings LLC10$1.61K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$1.61K0.00%00.0%Unchanged
Cornerstone Financial Management LLC12$1.93K0.00%−6−33.3%Reduced
First Command Advisory Services, Inc.12$1.93K0.00%00.0%Unchanged
HFM Investment Advisors, LLC12$1.93K0.00%+7+140.0%Added
Planning Strategies Inc.12$1.93K0.00%+12New
Montag A & Associates Inc12$1.93K0.00%00.0%Unchanged
Allied Private Wealth LLC13$2.07K0.00%+13New
Bay Harbor Wealth Management, LLC13$2.09K0.00%+2+18.2%Added
Westfuller Advisors, LLC13$2.13K0.00%00.0%Unchanged
Tounjian Advisory Partners, LLC13$2.14K0.00%+13New
Albion Financial Group14$2.25K0.00%−15−51.7%Reduced
DiNuzzo Private Wealth, Inc.14$2.25K0.00%00.0%Unchanged
UMA Financial Services, Inc.14$2.25K0.00%+7+100.0%Added
Dunhill Financial, LLC14$2.30K0.00%00.0%Unchanged
Bellevue Asset Management, LLC15$2.41K0.00%+15New
Park Square Financial Group, LLC15$2.41K0.02%−15−50.0%Reduced
International Assets Investment Management, LLC15$2.44K0.00%+9+150.0%Added
Hughes Financial Services, LLC17$2.73K0.00%+5+41.7%Added
Sunrise Financial Services, LLC18$2.89K0.00%00.0%Unchanged
Investors Portfolio Services LLC19$3.05K0.00%00.0%Unchanged
Raffa Wealth Management, LLC21$3.38K0.00%00.0%Unchanged
Creative Capital Management Investments LLC22$3.54K0.00%+22New
Torren Management, LLC23$3.75K0.00%00.0%Unchanged
CX Institutional22$4.00K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton31$4.98K0.00%00.0%Unchanged
FWL Investment Management, LLC31$4.98K0.00%+31New
Aberdeen Wealth Management LLC33$5.23K0.00%+33New
Highline Wealth Partners LLC33$5.30K0.00%00.0%Unchanged
Rialto Wealth Management, LLC33$5.30K0.00%+19+135.7%Added
Owl Creek Wealth Partners LLC36$5.79K0.00%00.0%Unchanged
Sachetta, LLC39$6.27K0.00%+2+5.4%Added
Glen Eagle Advisors, LLC40$6.35K0.00%+1+2.6%Added
LRI Investments, LLC44$7.07K0.00%−8−15.4%Reduced
N.E.W. Advisory Services LLC44$7.07K0.00%00.0%Unchanged
Geneos Wealth Management Inc.45$7.23K0.00%+10+28.6%Added
High Note Wealth, LLC46$7.39K0.00%00.0%Unchanged
Elevated Capital Advisors, LLC47$7.55K0.00%00.0%Unchanged
JDM Financial Group LLC47$7.55K0.00%00.0%Unchanged
Wolff Wiese Magana LLC48$7.71K0.00%00.0%Unchanged
Ancora Advisors, LLC52$8.36K0.00%−293−84.9%Reduced
Cape Investment Advisory, Inc.52$8.36K0.00%+52New
Strategic Wealth Partners, Ltd.56$9.00K0.00%00.0%Unchanged
Avion Wealth60$9.00K0.00%+9+17.6%Added
Brown, Lisle/Cummings, Inc.57$9.16K0.00%−12−17.4%Reduced
Farmers & Merchants Investments Inc57$9.16K0.00%−2−3.4%Reduced
Fortitude Family Office, LLC58$9.32K0.00%+1+1.8%Added
Signature Equity Partners, LLC61$9.73K0.00%+7+13.0%Added
Silver Grove Financial Group, Inc.64$10.3K0.01%+64New
Bogart Wealth, LLC66$10.6K0.00%+46+230.0%Added
Ameritas Advisory Services, LLC67$10.8K0.00%−4,509−98.5%Reduced
Gill Capital Partners, LLC68$10.9K0.00%00.0%Unchanged
Covestor Ltd69$11.0K0.01%−25−26.6%Reduced
Private Wealth Management Group, LLC71$11.4K0.00%00.0%Unchanged
Cornerstone Planning Group LLC72$11.5K0.00%−39−35.1%Reduced
Mather Group, LLC.75$12.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC75$12.1K0.00%00.0%Unchanged
Optiver Holding B.V.84$13.5K0.00%+84New
Basecamp Wealth Advisors LLC85$13.7K0.00%00.0%Unchanged
Rossby Financial, LCC92$14.8K0.00%+8+9.5%Added
ZRC Wealth Management, LLC92$14.8K0.00%+92New
Danske Bank A/S100$16.1K0.00%00.0%Unchanged
WPG Advisers, LLC109$17.5K0.01%+47+75.8%Added
Hilton Head Capital Partners, LLC114$18.3K0.01%−35−23.5%Reduced
Private Wealth Asset Management, LLC114$18.3K0.00%00.0%Unchanged
CVA Family Office, LLC114$18.3K0.00%+20+21.3%Added
Bell Investment Advisors, Inc116$18.6K0.00%00.0%Unchanged
True Wealth Design, LLC121$19.4K0.00%+29+31.5%Added
CoreCap Advisors, LLC124$19.9K0.00%+4+3.3%Added
Los Angeles Capital Management LLC125$20.1K0.00%−194−60.8%Reduced
V-Square Quantitative Management LLC127$20.4K0.00%+127New
SJS Investment Consulting Inc.129$20.7K0.00%+69+115.0%Added
Spire Wealth Management131$21.1K0.00%−8−5.8%Reduced
Eurizon Capital SGR S.p.A.134$21.5K0.00%00.0%Unchanged
Salomon & Ludwin, LLC133$21.7K0.00%00.0%Unchanged
Basepoint Wealth LLC136$21.9K0.01%00.0%Unchanged
Burnham & Co LLC138$22.2K0.02%+138New
Key Financial Inc139$22.3K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC148$23.8K0.00%00.0%Unchanged
Gen-Wealth Partners Inc150$24.1K0.01%00.0%Unchanged