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 477 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 |
|---|---|---|---|---|---|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
2,875
shares
|
$389,131
0.16% of portfolio
|
Q1 2025
Added 34.66%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
2,870
shares
|
$388,454
0.11% of portfolio
|
Q1 2021
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,855
shares
|
$386,424
0.0% of portfolio
|
Q1 2025
Reduced 90.61%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
2,845
shares
|
$385,070
0.3% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
2,833
shares
|
$383,446
0.0% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
2,827
shares
|
$382,634
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
2,801
shares
|
$379,115
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,779
shares
|
$376,137
0.05% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
2,712
shares
|
$367,069
0.0% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
2,639
shares
|
$357,188
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
2,623
shares
|
$355,023
0.01% of portfolio
|
Q1 2025
Reduced 38.05%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
2,613
shares
|
$353,669
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
2,572
shares
|
$348,120
0.1% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
2,571
shares
|
$347,984
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,426
shares
|
$328,359
0.0% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
2,422
shares
|
$327,817
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,419
shares
|
$327,411
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,404
shares
|
$325,381
0.08% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,380
shares
|
$322,133
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
2,344
shares
|
$317,260
0.01% of portfolio
|
Q1 2025
Reduced 60.52%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
2,290
shares
|
$309,951
0.05% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
2,289
shares
|
$309,816
0.09% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
2,258
shares
|
$305,620
0.01% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,161
shares
|
$292,491
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,100
shares
|
$284,235
0.01% of portfolio
|
Q2 2025
Reduced 5.53%
|