Wintrust Financial Corp
WTFC- 交易所
- Nasdaq
- 產業
- State Commercial Banks
- SEC CIK
- 0001015328
近 90 天,Wintrust Financial Corp 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 600 家機構在 13F 申報持有,市值合計 $104.2 億;沒有大師持有。
其他股別WTFCN
2024 年第 4 季 13F 持有人
Wintrust Financial Corp 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 445
- 較 2024 年第 3 季 +31 家
- 持有股數
- 6,320 萬
- 較 2024 年第 3 季 +258.2 萬 (+4.3%)
- 總市值
- $78.8 億
- 較 2024 年第 3 季 +$13.0 億 (+19.8%)
- 新進機構
- 69
- 另有 138 家加碼
- 清倉機構
- 38
- 另有 148 家減碼
另有 5 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WTFC 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 600 | $104.2 億 |
| 2026 年第 1 季 | 558 | $89.6 億 |
| 2025 年第 4 季 | 527 | $90.0 億 |
| 2025 年第 3 季 | 478 | $84.4 億 |
| 2025 年第 2 季 | 471 | $80.3 億 |
| 2025 年第 1 季 | 454 | $72.6 億 |
| 2024 年第 4 季 | 445 | $78.8 億 |
| 2024 年第 3 季 | 419 | $66.1 億 |
| 2024 年第 2 季 | 397 | $57.3 億 |
| 2024 年第 1 季 | 388 | $61.2 億 |
| 2023 年第 4 季 | 396 | $53.9 億 |
| 2023 年第 3 季 | 349 | $43.1 億 |
| 2023 年第 2 季 | 350 | $41.4 億 |
| 2023 年第 1 季 | 385 | $41.1 億 |
| 2022 年第 4 季 | 396 | $47.1 億 |
| 2022 年第 3 季 | 354 | $44.9 億 |
| 2022 年第 2 季 | 351 | $45.1 億 |
| 2022 年第 1 季 | 351 | $48.3 億 |
| 2021 年第 4 季 | 332 | $46.8 億 |
| 2021 年第 3 季 | 306 | $41.2 億 |
| 2021 年第 2 季 | 297 | $39.0 億 |
| 2021 年第 1 季 | 298 | $39.4 億 |
2024 年第 4 季持有機構
每家機構持有 Wintrust Financial Corp 的股數、市值與佔組合比重;股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MAI Capital Management | 726 | $9.05 萬 | 0.00% | +726 | 新進 |
| Whittier Trust Co of Nevada Inc | 879 | $11.0 萬 | 0.00% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 880 | $11.0 萬 | 0.01% | +880 | 新進 |
| DHJJ Financial Advisors, Ltd. | 1,033 | $12.9 萬 | 0.05% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 1,064 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 1,169 | $14.6 萬 | 0.00% | +34+3.0% | 加碼 |
| GAMMA Investing LLC | 1,256 | $15.7 萬 | 0.01% | +242+23.9% | 加碼 |
| Proequities, Inc. | 1,242 | $16.6 萬 | 0.01% | +995+402.8% | 加碼 |
| Parkside Financial Bank & Trust | 1,345 | $16.8 萬 | 0.02% | −193−12.5% | 減碼 |
| IFP Advisors, Inc | 1,421 | $18.0 萬 | 0.01% | +24+1.7% | 加碼 |
| Cornerstone National Bank & Trust Co | 1,500 | $18.7 萬 | 0.09% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 1,532 | $19.1 萬 | 0.01% | −452−22.8% | 減碼 |
| TSFG, LLC | 1,560 | $19.5 萬 | 0.04% | 00.0% | 不變 |
| LRI Investments, LLC | 1,577 | $19.7 萬 | 0.02% | −271−14.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,623 | $20.2 萬 | 0.01% | +1,623 | 新進 |
| Phillips Wealth Planners LLC | 1,645 | $20.5 萬 | 0.20% | +1,645 | 新進 |
| Wealthspire Advisors, LLC | 1,648 | $20.6 萬 | 0.00% | +1,648 | 新進 |
| PFG Advisors | 1,694 | $21.1 萬 | 0.01% | +1,694 | 新進 |
| Stratos Wealth Partners, LTD. | 1,709 | $21.3 萬 | 0.00% | −419−19.7% | 減碼 |
| Drive Wealth Management, LLC | 1,719 | $21.4 萬 | 0.05% | +1,719 | 新進 |
| TD Private Client Wealth LLC | 1,742 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 1,738 | $22.2 萬 | 0.17% | +1,738 | 新進 |
| Arcataur Capital Management LLC | 1,800 | $22.4 萬 | 0.08% | +1,800 | 新進 |
| Fifth Third Wealth Advisors LLC | 1,836 | $22.9 萬 | 0.01% | −252−12.1% | 減碼 |
| CIBC Asset Management Inc | 1,882 | $23.5 萬 | 0.00% | +1,882 | 新進 |
| Evergreen Capital Management LLC | 1,894 | $23.6 萬 | 0.01% | +1,894 | 新進 |
| Versor Investments LP | 2,005 | $25.0 萬 | 0.04% | −3,100−60.7% | 減碼 |
| Franklin Resources Inc | 2,017 | $25.2 萬 | 0.00% | +2,017 | 新進 |
| Old Mission Investment Co LLC | 2,031 | $25.3 萬 | 0.08% | +7+0.3% | 加碼 |
| Beverly Hills Private Wealth, LLC | 2,067 | $25.8 萬 | 0.05% | +2,067 | 新進 |
| ISAM Funds (UK) Ltd | 2,070 | $25.8 萬 | 0.19% | +2,070 | 新進 |
| New Age Alpha Advisors, LLC | 2,073 | $25.9 萬 | 0.01% | +2,073 | 新進 |
| Merit Financial Group, LLC | 2,108 | $26.3 萬 | 0.00% | +2,108 | 新進 |
| Gallagher Fiduciary Advisors, LLC | 2,123 | $26.5 萬 | 0.05% | +2,123 | 新進 |
| Flynn Zito Capital Management, LLC | 2,135 | $26.6 萬 | 0.12% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 2,157 | $26.9 萬 | 0.01% | +205+10.5% | 加碼 |
| Chicago Wealth Management, Inc. | 2,161 | $26.9 萬 | 0.14% | 00.0% | 不變 |
| S.A. Mason LLC | 2,205 | $27.5 萬 | 0.14% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 2,261 | $28.2 萬 | 0.00% | +35+1.6% | 加碼 |
| West Michigan Advisors, LLC | 2,284 | $28.5 萬 | 0.09% | +12+0.5% | 加碼 |
| LSV Asset Management | 2,301 | $28.7 萬 | 0.00% | −14,300−86.1% | 減碼 |
| Gitterman Wealth Management, LLC | 2,373 | $29.6 萬 | 0.12% | +113+5.0% | 加碼 |
| Fairhaven Wealth Management, LLC | 2,380 | $29.7 萬 | 0.09% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 2,422 | $30.2 萬 | 0.08% | 00.0% | 不變 |
| Shelton Capital Management | 2,495 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 2,569 | $32.0 萬 | 0.01% | +89+3.6% | 加碼 |
| Princeton Capital Management LLC | 2,572 | $32.1 萬 | 0.10% | 00.0% | 不變 |
| Regions Financial Corp | 2,591 | $32.3 萬 | 0.00% | +17+0.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 2,592 | $32.3 萬 | 0.00% | +41+1.6% | 加碼 |
| TownSquare Capital, LLC | 2,625 | $32.7 萬 | 0.00% | −7−0.3% | 減碼 |
| American Trust | 2,626 | $32.7 萬 | 0.02% | −79−2.9% | 減碼 |
| Commerce Bank | 2,642 | $32.9 萬 | 0.00% | −25−0.9% | 減碼 |
| GTS Securities LLC | 2,675 | $33.4 萬 | 0.02% | +2,675 | 新進 |
| Chicago Capital, LLC | 2,724 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Oak Thistle LLC | 2,757 | $34.4 萬 | 0.10% | +2,757 | 新進 |
| Inceptionr LLC | 2,758 | $34.4 萬 | 0.08% | +2,758 | 新進 |
| MPS Loria Financial Planners, LLC | 2,816 | $35.1 萬 | 0.10% | −1,211−30.1% | 減碼 |
| MeadowBrook Investment Advisors LLC | 2,860 | $35.7 萬 | 0.32% | +60+2.1% | 加碼 |
| Van Strum & Towne Inc. | 2,870 | $35.8 萬 | 0.13% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,980 | $37.1 萬 | 0.02% | +1,678+128.9% | 加碼 |
| GWM Advisors LLC | 3,055 | $38.1 萬 | 0.00% | −22−0.7% | 減碼 |
| Rothschild Investment LLC | 3,083 | $38.4 萬 | 0.03% | 00.0% | 不變 |
| ProShare Advisors LLC | 3,110 | $38.8 萬 | 0.00% | −2,688−46.4% | 減碼 |
| Engineers Gate Manager LP | 3,138 | $39.1 萬 | 0.01% | +244+8.4% | 加碼 |
| CWM Advisors, LLC | 3,217 | $40.1 萬 | 0.04% | −592−15.5% | 減碼 |
| Pensionmark Financial Group, LLC | 3,287 | $41.0 萬 | 0.01% | +808+32.6% | 加碼 |
| Magnetar Financial LLC | 3,296 | $41.1 萬 | 0.01% | +3,296 | 新進 |
| Oppenheimer & Co Inc | 3,341 | $41.7 萬 | 0.01% | −502−13.1% | 減碼 |
| Menard Financial Group LLC | 3,345 | $41.7 萬 | 0.25% | +51+1.5% | 加碼 |
| Integrated Wealth Concepts LLC | 3,388 | $42.3 萬 | 0.00% | −22−0.6% | 減碼 |
| Utah Retirement Systems | 3,450 | $43.0 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 3,455 | $43.1 萬 | 0.00% | −361,300−99.1% | 減碼 |
| Inspirion Wealth Advisors, LLC | 3,429 | $43.7 萬 | 0.06% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,537 | $44.1 萬 | 0.00% | +466+15.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,543 | $44.2 萬 | 0.00% | −694−16.4% | 減碼 |
| Cresset Asset Management, LLC | 3,571 | $44.5 萬 | 0.00% | −9,005−71.6% | 減碼 |
| Quadrant Capital Group LLC | 3,599 | $44.9 萬 | 0.03% | +134+3.9% | 加碼 |
| Shell Asset Management Co | 3,630 | $45.3 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 3,663 | $45.7 萬 | 0.01% | +54+1.5% | 加碼 |
| Maryland State Retirement & Pension System | 3,706 | $46.2 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 3,801 | $47.4 萬 | 0.00% | −58−1.5% | 減碼 |
| Huntington National Bank | 3,971 | $49.5 萬 | 0.00% | +127+3.3% | 加碼 |
| Avantax Advisory Services, Inc. | 3,983 | $49.7 萬 | 0.00% | +146+3.8% | 加碼 |
| Entropy Technologies, LP | 3,998 | $49.9 萬 | 0.05% | +3,998 | 新進 |
| Ronald Blue Trust, Inc. | 4,122 | $51.4 萬 | 0.01% | +2,761+202.9% | 加碼 |
| HighPoint Advisor Group LLC | 3,884 | $51.4 萬 | 0.03% | −62−1.6% | 減碼 |
| Strategic Investment Solutions, Inc. | 4,129 | $51.5 萬 | 0.17% | 00.0% | 不變 |
| Mackenzie Financial Corp | 4,139 | $51.6 萬 | 0.00% | +4,139 | 新進 |
| Snowden Capital Advisors LLC | 4,214 | $52.6 萬 | 0.02% | +398+10.4% | 加碼 |
| Western Pacific Wealth Management, LP | 4,229 | $52.7 萬 | 0.43% | +20.0% | 加碼 |
| Profund Advisors LLC | 4,234 | $52.8 萬 | 0.02% | +697+19.7% | 加碼 |
| Headlands Technologies LLC | 4,550 | $56.7 萬 | 0.06% | +3,779+490.1% | 加碼 |
| Renaissance Technologies LLC | 4,621 | $57.6 萬 | 0.00% | −64,074−93.3% | 減碼 |
| Advisor Group Holdings, Inc. | 4,755 | $59.3 萬 | 0.00% | +716+17.7% | 加碼 |
| EP Wealth Advisors, LLC | 4,795 | $59.8 萬 | 0.00% | −10.0% | 減碼 |
| Barr E S & Co | 4,800 | $59.9 萬 | 0.04% | 00.0% | 不變 |
| Navellier & Associates Inc | 4,808 | $60.0 萬 | 0.07% | +1,146+31.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 4,843 | $60.4 萬 | 0.00% | 00.0% | 不變 |
| Alpha DNA Investment Management LLC | 4,982 | $62.1 萬 | 0.34% | +353+7.6% | 加碼 |
| Securian Asset Management, Inc | 4,998 | $62.3 萬 | 0.02% | −100−2.0% | 減碼 |