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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
2,320
shares
|
$297,656
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
2,299
shares
|
$294,961
0.02% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
2,223
shares
|
$285,210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
2,214
shares
|
$284,056
0.08% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,161
shares
|
$277,256
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,107
shares
|
$270,328
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
2,100
shares
|
$269,430
0.01% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,052
shares
|
$263,271
0.0% of portfolio
|
Q3 2025
Reduced 67.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,032
shares
|
$260,705
0.0% of portfolio
|
Q3 2025
Added 233.66%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,030
shares
|
$260,449
0.05% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
2,024
shares
|
$259,679
0.01% of portfolio
|
Q1 2025
Reduced 25.7%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
2,007
shares
|
$257,498
0.0% of portfolio
|
Q2 2025
Reduced 29.7%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$256,600
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,960
shares
|
$251,468
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,959
shares
|
$251,339
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
1,954
shares
|
$250,698
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
1,953
shares
|
$250,569
0.0% of portfolio
|
Q3 2025
Reduced 17.46%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
1,935
shares
|
$248,260
0.02% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,928
shares
|
$247,362
0.01% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
1,920
shares
|
$246,336
0.0% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
1,897
shares
|
$243,385
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,887
shares
|
$242,102
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,861
shares
|
$238,766
0.01% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,830
shares
|
$234,789
0.1% of portfolio
|
Q2 2025
Reduced 36.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,828
shares
|
$234,532
0.01% of portfolio
|
Q3 2025
Reduced 11.73%
|
|