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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,579
shares
|
$217,759
0.01% of portfolio
|
Q2 2025
Added 319.95%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,560
shares
|
$215,139
0.03% of portfolio
|
Q1 2019
New holding
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
1,483
shares
|
$204,520
0.0% of portfolio
|
Q2 2025
Reduced 58.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,429
shares
|
$197,073
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,398
shares
|
$192,798
0.0% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,391
shares
|
$191,832
0.01% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,384
shares
|
$190,867
0.01% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,232
shares
|
$169,905
0.0% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,033
shares
|
$142,461
0.05% of portfolio
|
Q3 2024
Added 111.68%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,030
shares
|
$142,047
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,014
shares
|
$139,840
0.01% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
978
shares
|
$134,875
0.0% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
975
shares
|
$134,462
0.02% of portfolio
|
Q2 2025
Added 64.14%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
953
shares
|
$131,428
0.0% of portfolio
|
Q2 2025
Added 38.32%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
922
shares
|
$127,153
0.02% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
896
shares
|
$123,567
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
883
shares
|
$121,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
852
shares
|
$117,499
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
827
shares
|
$114,051
0.05% of portfolio
|
Q2 2022
Reduced 58.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
728
shares
|
$100,398
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
696
shares
|
$95,985
0.0% of portfolio
|
Q4 2024
Reduced 18.21%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
689
shares
|
$95,019
0.0% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
685
shares
|
$94,468
0.01% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
645
shares
|
$88,951
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
609
shares
|
$83,987
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|