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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 158 | $25.4K | 0.00% | +158 | New |
| Westside Investment Management, Inc. | 160 | $25.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 161 | $25.9K | 0.00% | −6−3.6% | Reduced |
| Alpine Bank Wealth Management | 162 | $26.0K | 0.00% | +162 | New |
| Capital Advisors, Ltd. LLC | 167 | $27.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 169 | $27.2K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 170 | $27.3K | 0.00% | +44+34.9% | Added |
| Essential Partners LLC | 196 | $31.5K | 0.01% | +174+790.9% | Added |
| Massmutual Trust Co FSB | 198 | $31.8K | 0.00% | −27−12.0% | Reduced |
| Wilkerson Advisory Group LLC | 200 | $32.1K | 0.01% | +200 | New |
| Nomura Asset Management Co Ltd | 210 | $33.8K | 0.00% | −310−59.6% | Reduced |
| Raleigh Capital Management Inc. | 210 | $33.8K | 0.01% | −1−0.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 222 | $35.7K | 0.00% | +49+28.3% | Added |
| Wellington-Altus USA Inc. | 258 | $35.8K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 232 | $37.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 236 | $38.0K | 0.00% | −114−32.6% | Reduced |
| Whittier Trust Co | 238 | $38.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 250 | $40.2K | 0.00% | +157+168.8% | Added |
| Measured Wealth Private Client Group, LLC | 254 | $40.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 263 | $42.4K | 0.00% | +60+29.6% | Added |
| Keating Financial Advisory Services, Inc. | 269 | $43.2K | 0.01% | +12+4.7% | Added |
| Leonteq Securities AG | 285 | $45.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 293 | $47.1K | 0.00% | +42+16.7% | Added |
| FNY Investment Advisers, LLC | 311 | $49.0K | 0.02% | +311 | New |
| Ares Financial Consulting, LLC | 334 | $53.7K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 348 | $55.9K | 0.03% | 00.0% | Unchanged |
| SHP Wealth Management | 356 | $57.2K | 0.00% | +2+0.6% | Added |
| Vestor Capital, LLC | 351 | $59.0K | 0.00% | −22,703−98.5% | Reduced |
| Harvest Fund Management Co., Ltd | 376 | $60.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 374 | $60.1K | 0.01% | +374 | New |
| REAP Financial Group, LLC | 382 | $61.4K | 0.01% | +4+1.1% | Added |
| Richardson Financial Services Inc. | 439 | $70.6K | 0.04% | +34+8.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 480 | $77.1K | 0.01% | −47−8.9% | Reduced |
| Quent Capital, LLC | 485 | $77.9K | 0.00% | +94+24.0% | Added |
| Smartleaf Asset Management LLC | 566 | $90.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 586 | $94.2K | 0.09% | +144+32.6% | Added |
| Continuum Advisory, LLC | 597 | $96.0K | 0.01% | +597 | New |
| Operose Advisors LLC | 626 | $100.5K | 0.02% | +3+0.5% | Added |
| Trust Co of Vermont | 626 | $100.6K | 0.00% | +626 | New |
| Action Point Financial Planning, LLC | 642 | $102.7K | 0.01% | +642 | New |
| Larson Financial Group LLC | 641 | $103.0K | 0.00% | +359+127.3% | Added |
| Acropolis Investment Management, LLC | 668 | $107.4K | 0.00% | +668 | New |
| Plante Moran Financial Advisors, LLC | 686 | $110.3K | 0.01% | +1+0.1% | Added |
| Bessemer Group Inc | 694 | $112.0K | 0.00% | −915−56.9% | Reduced |
| Allworth Financial LP | 697 | $112.0K | 0.00% | −6−0.9% | Reduced |
| Reyes Financial Architecture, Inc. | 705 | $113.3K | 0.06% | +270+62.1% | Added |
| Whittier Trust Co of Nevada Inc | 774 | $125.0K | 0.00% | +3+0.4% | Added |
| Parallel Advisors, LLC | 949 | $152.6K | 0.00% | −27−2.8% | Reduced |
| Creative Financial Designs Inc | 977 | $157.0K | 0.01% | +549+128.3% | Added |
| HM Payson & Co | 1,000 | $160.7K | 0.00% | −250−20.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,033 | $166.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 1,065 | $171.2K | 0.00% | −7−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,111 | $178.6K | 0.00% | +1,111 | New |
| TD Private Client Wealth LLC | 1,200 | $192.9K | 0.00% | +128+11.9% | Added |
| Parkside Financial Bank & Trust | 1,225 | $196.9K | 0.01% | +233+23.5% | Added |
| Platform Technology Partners | 1,268 | $203.8K | 0.03% | −205−13.9% | Reduced |
| Capital Asset Advisory Services LLC | 1,292 | $207.7K | 0.01% | +1,292 | New |
| Axxcess Wealth Management, LLC | 1,292 | $207.7K | 0.00% | +1,292 | New |
| Morey & Quinn Wealth Partners, LLC | 1,314 | $211.2K | 0.14% | +1,314 | New |
| We Are One Seven, LLC | 1,315 | $211.3K | 0.00% | +1,315 | New |
| American Trust | 1,319 | $212.0K | 0.02% | −137−9.4% | Reduced |
| Transcend Wealth Collective, LLC | 1,320 | $212.2K | 0.01% | +1,320 | New |
| West Michigan Advisors, LLC | 1,323 | $212.6K | 0.04% | −879−39.9% | Reduced |
| Independent Advisor Alliance | 1,343 | $215.8K | 0.01% | +1,343 | New |
| Versant Capital Management, Inc | 1,348 | $216.7K | 0.02% | +110+8.9% | Added |
| Acadian Asset Management LLC | 1,365 | $218.0K | 0.00% | +932+215.2% | Added |
| Daytona Street Capital LLC | 1,350 | $218.6K | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,377 | $221.3K | 0.00% | +1,377 | New |
| NewEdge Wealth, LLC | 1,423 | $228.7K | 0.00% | +1,423 | New |
| Wedmont Private Capital | 1,430 | $230.9K | 0.01% | +1,430 | New |
| SRS Capital Advisors, Inc. | 1,441 | $231.4K | 0.00% | −744−34.1% | Reduced |
| nVerses Capital, LLC | 1,461 | $234.8K | 0.36% | +1,461 | New |
| IFP Advisors, Inc | 1,464 | $235.3K | 0.00% | +22+1.5% | Added |
| Advisory Services Network, LLC | 1,472 | $236.6K | 0.00% | +151+11.4% | Added |
| Boston Family Office LLC | 1,500 | $241.0K | 0.01% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,500 | $241.1K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,500 | $241.1K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,500 | $241.1K | 0.00% | +113+8.1% | Added |
| Strive Financial Group ,LLC | 1,510 | $242.7K | 0.11% | +1,192+374.8% | Added |
| Ashton Thomas Private Wealth, LLC | 1,510 | $242.7K | 0.01% | +1,510 | New |
| TSFG, LLC | 1,510 | $243.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,500 | $244.2K | 0.08% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,521 | $244.4K | 0.01% | −515−25.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,545 | $248.3K | 0.01% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,565 | $251.5K | 0.07% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,605 | $258.0K | 0.05% | +7+0.4% | Added |
| Vident Advisory, LLC | 1,607 | $258.3K | 0.00% | +98+6.5% | Added |
| Financial Advisory Corp | 1,612 | $259.0K | 0.03% | +6+0.4% | Added |
| Storgate, LLC | 1,616 | $259.7K | 0.05% | +1,616 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,617 | $259.8K | 0.05% | +6+0.4% | Added |
| Drive Wealth Management, LLC | 1,619 | $260.3K | 0.05% | −19−1.2% | Reduced |
| Blue Water Asset Management | 1,636 | $263.0K | 0.08% | +5+0.3% | Added |
| OpenArc Corporate Advisory, LLC | 1,641 | $263.7K | 0.00% | +12+0.7% | Added |
| Phillips Wealth Planners LLC | 1,704 | $275.1K | 0.20% | +167+10.9% | Added |
| Fort Sheridan Advisors LLC | 1,716 | $275.8K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,723 | $276.9K | 0.00% | +309+21.9% | Added |
| Park National Corp | 1,745 | $280.5K | 0.01% | −213−10.9% | Reduced |
| GWM Advisors LLC | 1,764 | $283.5K | 0.00% | +233+15.2% | Added |
| Exchange Traded Concepts, LLC | 1,780 | $286.1K | 0.00% | +266+17.6% | Added |
| Everence Capital Management Inc | 1,799 | $289.0K | 0.02% | 00.0% | Unchanged |