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 503 institutions that hold shares in the stock, with a total of 59.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sapience Investments, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,319
shares
|
$554,127
2.56% of portfolio
|
Q3 2025
Reduced 84.05%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
4,237
shares
|
$543,607
0.59% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
4,235
shares
|
$543,350
0.03% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
4,207
shares
|
$539,758
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
4,157
shares
|
$533,343
0.01% of portfolio
|
Q3 2025
Added 46.06%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,942
shares
|
$505,758
0.0% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,932
shares
|
$504,475
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,928
shares
|
$503,962
0.01% of portfolio
|
Q3 2025
Reduced 8.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,825
shares
|
$490,747
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,793
shares
|
$486,641
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
3,747
shares
|
$480,740
0.14% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,730
shares
|
$478,559
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,714
shares
|
$476,506
0.0% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,674
shares
|
$471,374
0.0% of portfolio
|
Q3 2025
Added 73.79%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
3,557
shares
|
$456,363
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 20, 2025 Q3 2025 |
3,500
shares
|
$449,050
0.04% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,462
shares
|
$444,174
0.0% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
3,450
shares
|
$442,635
0.0% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
3,450
shares
|
$442,635
0.03% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,443
shares
|
$441,736
0.0% of portfolio
|
Q3 2025
Reduced 36.74%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
3,429
shares
|
$439,940
0.06% of portfolio
|
Q3 2025
Added 23.39%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
3,360
shares
|
$431,088
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,257
shares
|
$417,873
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,217
shares
|
$412,741
0.0% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
3,190
shares
|
$409,277
0.01% of portfolio
|
Q3 2025
Added 55.69%
|
|