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