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
2025 年第 4 季 13F 持有人
Wintrust Financial Corp 在 2025/12/31 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
- 527
- 較 2025 年第 3 季 +56 家
- 持有股數
- 6,430 萬
- 較 2025 年第 3 季 +62.5 萬 (+1.0%)
- 總市值
- $90.0 億
- 較 2025 年第 3 季 +$5.69 億 (+6.8%)
- 新進機構
- 97
- 另有 153 家加碼
- 清倉機構
- 41
- 另有 195 家減碼
另有 7 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 348 | $4.87 萬 | 0.03% | 00.0% | 不變 |
| SHP Wealth Management | 353 | $4.92 萬 | 0.00% | +353 | 新進 |
| Richardson Financial Services Inc. | 366 | $5.12 萬 | 0.03% | +54+17.3% | 加碼 |
| REAP Financial Group, LLC | 373 | $5.21 萬 | 0.01% | +52+16.2% | 加碼 |
| Torren Management, LLC | 381 | $5.33 萬 | 0.03% | +381 | 新進 |
| Acadian Asset Management LLC | 433 | $6.00 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 479 | $6.70 萬 | 0.00% | +167+53.5% | 加碼 |
| Nomura Asset Management Co Ltd | 520 | $7.27 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 555 | $7.80 萬 | 0.00% | +159+40.2% | 加碼 |
| Reyes Financial Architecture, Inc. | 558 | $7.80 萬 | 0.05% | −5−0.9% | 減碼 |
| Allworth Financial LP | 579 | $8.10 萬 | 0.00% | −5−0.9% | 減碼 |
| Trust Co of Vermont | 634 | $8.86 萬 | 0.00% | +8+1.3% | 加碼 |
| Smartleaf Asset Management LLC | 662 | $9.34 萬 | 0.00% | −11−1.6% | 減碼 |
| Plante Moran Financial Advisors, LLC | 685 | $9.58 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 718 | $10.0 萬 | 0.01% | +718 | 新進 |
| Jones Financial Companies LLLP | 741 | $10.4 萬 | 0.00% | −283−27.6% | 減碼 |
| LRI Investments, LLC | 763 | $10.7 萬 | 0.01% | −266−25.9% | 減碼 |
| Danske Bank A/S | 800 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 819 | $11.5 萬 | 0.01% | −1,849−69.3% | 減碼 |
| Parkside Financial Bank & Trust | 847 | $11.8 萬 | 0.01% | +22+2.7% | 加碼 |
| Parallel Advisors, LLC | 906 | $12.7 萬 | 0.00% | +550+154.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 896 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 1,021 | $14.3 萬 | 0.00% | +31+3.1% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,033 | $14.4 萬 | 0.05% | 00.0% | 不變 |
| MAI Capital Management | 1,099 | $15.4 萬 | 0.00% | +308+38.9% | 加碼 |
| TD Private Client Wealth LLC | 1,137 | $15.9 萬 | 0.00% | −95−7.7% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 1,138 | $15.9 萬 | 0.07% | +1,138 | 新進 |
| Versant Capital Management, Inc | 1,179 | $16.5 萬 | 0.02% | +197+20.1% | 加碼 |
| Kestra Advisory Services, LLC | 1,300 | $18.2 萬 | 0.00% | +1,300 | 新進 |
| Farther Finance Advisors, LLC | 1,329 | $18.6 萬 | 0.00% | +529+66.1% | 加碼 |
| Daytona Street Capital LLC | 1,350 | $18.9 萬 | 0.15% | +1,350 | 新進 |
| IFP Advisors, Inc | 1,445 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 1,450 | $20.3 萬 | 0.00% | +900+163.6% | 加碼 |
| OpenArc Corporate Advisory, LLC | 1,450 | $20.3 萬 | 0.00% | +1,450 | 新進 |
| Chicago Partners Investment Group LLC | 1,406 | $20.5 萬 | 0.01% | +1,406 | 新進 |
| Accurate Wealth Management, LLC | 1,414 | $20.6 萬 | 0.03% | +1,414 | 新進 |
| Baker Avenue Asset Management, LP | 1,481 | $20.7 萬 | 0.00% | +1,481 | 新進 |
| Clearwater Capital Advisors, LLC | 1,487 | $20.8 萬 | 0.02% | +1,487 | 新進 |
| NewEdge Wealth, LLC | 1,499 | $21.0 萬 | 0.00% | +1,499 | 新進 |
| Cornerstone National Bank & Trust Co | 1,500 | $21.0 萬 | 0.08% | 00.0% | 不變 |
| Hartline Investment Corp | 1,500 | $21.0 萬 | 0.02% | +1,500 | 新進 |
| Stonebridge Capital Advisors LLC | 1,500 | $21.0 萬 | 0.01% | +1,500 | 新進 |
| Boston Family Office LLC | 1,500 | $21.0 萬 | 0.01% | +1,500 | 新進 |
| LVZ Advisors, Inc. | 1,523 | $21.3 萬 | 0.02% | −42−2.7% | 減碼 |
| Skopos Labs, Inc. | 1,507 | $21.3 萬 | 0.01% | +1,507 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 1,556 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| TSFG, LLC | 1,560 | $21.8 萬 | 0.03% | 00.0% | 不變 |
| Optas, LLC | 1,585 | $22.2 萬 | 0.03% | +1,585 | 新進 |
| Voisard Asset Management Group, Inc. | 1,592 | $22.3 萬 | 0.05% | +1,592 | 新進 |
| Financial Advisory Corp | 1,600 | $22.4 萬 | 0.03% | −124−7.2% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,605 | $22.4 萬 | 0.05% | +6+0.4% | 加碼 |
| Blue Water Asset Management | 1,623 | $22.7 萬 | 0.08% | +1,623 | 新進 |
| Perigon Wealth Management, LLC | 1,625 | $22.7 萬 | 0.00% | +1,625 | 新進 |
| Drive Wealth Management, LLC | 1,639 | $22.9 萬 | 0.04% | +3+0.2% | 加碼 |
| Hilltop Holdings Inc. | 1,645 | $23.0 萬 | 0.01% | −1,029−38.5% | 減碼 |
| Phillips Wealth Planners LLC | 1,560 | $23.6 萬 | 0.19% | −57−3.5% | 減碼 |
| SummitTX Capital, L.P. | 1,697 | $23.7 萬 | 0.01% | +1,697 | 新進 |
| CWM, LLC | 1,704 | $23.8 萬 | 0.00% | +246+16.9% | 加碼 |
| Citadel Advisors LLC | 1,703 | $23.8 萬 | 0.00% | −14,135−89.2% | 減碼 |
| Bessemer Group Inc | 1,703 | $23.9 萬 | 0.00% | +3+0.2% | 加碼 |
| Fort Sheridan Advisors LLC | 1,716 | $24.0 萬 | 0.03% | 00.0% | 不變 |
| American Trust | 1,731 | $24.2 萬 | 0.02% | −69−3.8% | 減碼 |
| Exchange Traded Concepts, LLC | 1,751 | $24.5 萬 | 0.00% | −7,301−80.7% | 減碼 |
| GAMMA Investing LLC | 1,755 | $24.5 萬 | 0.01% | +77+4.6% | 加碼 |
| HB Wealth Management, LLC | 1,768 | $24.7 萬 | 0.00% | +1,768 | 新進 |
| Atomi Financial Group, Inc. | 1,774 | $24.8 萬 | 0.01% | +253+16.6% | 加碼 |
| Integrated Wealth Concepts LLC | 1,778 | $24.9 萬 | 0.00% | −1,684−48.6% | 減碼 |
| Flynn Zito Capital Management, LLC | 1,830 | $25.6 萬 | 0.09% | 00.0% | 不變 |
| Ritholtz Wealth Management | 1,846 | $25.8 萬 | 0.00% | −41−2.2% | 減碼 |
| SRS Capital Advisors, Inc. | 1,855 | $25.9 萬 | 0.01% | −177−8.7% | 減碼 |
| Hamilton Capital Partners Inc. | 1,856 | $26.0 萬 | 0.01% | −168−8.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,858 | $26.0 萬 | 0.01% | −3−0.2% | 減碼 |
| Park National Corp | 1,897 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| DB&C Advisors, LLC | 1,910 | $26.7 萬 | 0.34% | +1,910 | 新進 |
| CIBC Asset Management Inc | 1,920 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Fulton Bank, N.A. | 1,944 | $27.2 萬 | 0.01% | +9+0.5% | 加碼 |
| Oppenheimer & Co Inc | 1,949 | $27.3 萬 | 0.00% | −4−0.2% | 減碼 |
| Westover Capital Advisors, LLC | 1,956 | $27.3 萬 | 0.05% | −3−0.2% | 減碼 |
| GWM Advisors LLC | 1,964 | $27.5 萬 | 0.00% | +1,376+234.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 1,993 | $27.9 萬 | 0.05% | −37−1.8% | 減碼 |
| Csenge Advisory Group | 1,996 | $27.9 萬 | 0.01% | +36+1.8% | 加碼 |
| Perfromance Wealth Partners, LLC | 2,000 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 2,007 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Chicago Capital, LLC | 2,024 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 2,083 | $29.1 萬 | 0.00% | +2,083 | 新進 |
| Venturi Wealth Management, LLC | 2,115 | $29.6 萬 | 0.01% | +15+0.7% | 加碼 |
| Huntington National Bank | 2,137 | $29.9 萬 | 0.00% | −1,035−32.6% | 減碼 |
| RSM US Wealth Management LLC | 2,121 | $29.9 萬 | 0.00% | +69+3.4% | 加碼 |
| QRG Capital Management, Inc. | 2,149 | $30.1 萬 | 0.00% | +528+32.6% | 加碼 |
| Chicago Wealth Management, Inc. | 2,161 | $30.2 萬 | 0.12% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 2,211 | $30.9 萬 | 0.07% | −3−0.1% | 減碼 |
| Profund Advisors LLC | 2,216 | $31.0 萬 | 0.01% | −118−5.1% | 減碼 |
| Laird Norton Trust Company, LLC | 2,221 | $31.1 萬 | 0.01% | +2,221 | 新進 |
| Advisor Group Holdings, Inc. | 2,230 | $31.2 萬 | 0.00% | −42,397−95.0% | 減碼 |
| Evergreen Capital Management LLC | 2,259 | $31.6 萬 | 0.01% | −931−29.2% | 減碼 |
| XTX Topco Ltd | 2,298 | $32.1 萬 | 0.01% | +2,298 | 新進 |
| Capstone Financial Advisors, Inc. | 2,299 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| North Dakota State Investment Board | 2,334 | $32.6 萬 | 0.01% | +2,334 | 新進 |
| Shelton Capital Management | 2,358 | $33.0 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,408 | $33.7 萬 | 0.00% | −722−23.1% | 減碼 |