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 494 institutions that hold shares in the stock, with a total of 60.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
3,083
shares
|
$425,176
0.02% of portfolio
|
Q4 2022
Reduced 4.85%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
3,072
shares
|
$423,659
0.12% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
3,032
shares
|
$418,143
0.01% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,006
shares
|
$414,557
0.02% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
2,981
shares
|
$411,109
0.01% of portfolio
|
Q2 2025
Reduced 14.54%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,976
shares
|
$410,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
2,971
shares
|
$409,730
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,967
shares
|
$409,178
0.0% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
2,912
shares
|
$401,593
0.32% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
2,870
shares
|
$395,801
0.11% of portfolio
|
Q1 2021
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
2,846
shares
|
$392,491
0.01% of portfolio
|
Q2 2025
Added 1105.93%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,779
shares
|
$383,251
0.05% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
2,613
shares
|
$360,358
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,561
shares
|
$353,187
0.03% of portfolio
|
Q2 2025
Reduced 46.03%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,519
shares
|
$347,395
0.0% of portfolio
|
Q2 2025
Reduced 81.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
2,517
shares
|
$347,119
0.01% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,473
shares
|
$341,051
0.08% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
2,462
shares
|
$339,534
0.0% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
2,454
shares
|
$338,431
0.08% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,394
shares
|
$330,156
0.01% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,380
shares
|
$328,225
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
2,366
shares
|
$326,295
0.0% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
2,358
shares
|
$325,191
0.01% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,320
shares
|
$319,951
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
2,299
shares
|
$317,055
0.02% of portfolio
|
Q2 2025
Reduced 12.88%
|