Institutional Ownership Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC). We have compiled data on the 478 institutions that hold shares in the stock, with a total of 59 Million shares, which have been reported (via 13F filing form) to have a value of $7.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,772
shares
|
$916,590
0.0% of portfolio
|
Q1 2025
Added 70.02%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
6,609
shares
|
$894,528
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
6,545
shares
|
$885,865
0.05% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,524
shares
|
$883,023
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,521
shares
|
$882,617
0.01% of portfolio
|
Q1 2025
Reduced 41.34%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
6,470
shares
|
$875,714
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
6,352
shares
|
$859,743
0.01% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,284
shares
|
$850,539
0.09% of portfolio
|
Q2 2021
Reduced 13.73%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,270
shares
|
$848,644
0.05% of portfolio
|
Q4 2023
Added 14.52%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,225
shares
|
$842,553
0.02% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,206
shares
|
$839,982
0.08% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,094
shares
|
$824,822
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
6,072
shares
|
$821,845
0.01% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
5,960
shares
|
$806,686
0.03% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,886
shares
|
$796,670
0.01% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
5,823
shares
|
$788,143
0.01% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
5,816
shares
|
$787,195
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
5,810
shares
|
$786,383
0.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
5,805
shares
|
$785,706
0.0% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
5,761
shares
|
$779,751
0.0% of portfolio
|
Q1 2025
Added 122.26%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
5,750
shares
|
$778,262
0.08% of portfolio
|
Q1 2024
Added 53.33%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
5,727
shares
|
$775,149
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,629
shares
|
$761,885
0.01% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,210
shares
|
$705,173
0.01% of portfolio
|
Q1 2025
Reduced 35.85%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
5,170
shares
|
$699,759
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|