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 |
|---|---|---|---|---|---|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
5,157
shares
|
$697,999
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,134
shares
|
$694,886
0.0% of portfolio
|
Q2 2023
Reduced 22.11%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
5,098
shares
|
$690,014
0.02% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,053
shares
|
$683,923
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,973
shares
|
$673,095
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
4,851
shares
|
$656,582
0.01% of portfolio
|
Q1 2025
Added 54.59%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
4,843
shares
|
$655,500
0.0% of portfolio
|
Q3 2023
Reduced 50.49%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,745
shares
|
$642,235
0.05% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,626
shares
|
$626,129
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,625
shares
|
$625,993
0.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
4,546
shares
|
$615,301
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
4,507
shares
|
$610,022
0.01% of portfolio
|
Q4 2022
Reduced 1.21%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,478
shares
|
$606,097
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,418
shares
|
$597,976
0.01% of portfolio
|
Q2 2025
Added 169.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,327
shares
|
$585,659
0.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,295
shares
|
$581,328
0.01% of portfolio
|
Q2 2025
Added 87.15%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
4,264
shares
|
$577,132
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
4,234
shares
|
$573,071
0.53% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
4,207
shares
|
$569,417
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ejf Capital LLC
Arlington, VA |
May 15, 2025 Q1 2025 |
4,203
shares
|
$568,876
0.33% of portfolio
|
Q1 2025
Reduced 46.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,086
shares
|
$553,040
0.01% of portfolio
|
Q1 2025
Added 24.31%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
4,051
shares
|
$548,302
0.03% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
4,032
shares
|
$545,731
0.12% of portfolio
|
Q1 2025
Added 2680.69%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,975
shares
|
$538,016
0.0% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,959
shares
|
$535,850
0.0% of portfolio
|
Q1 2025
Added 4.16%
|