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 479 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 $7.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
899
shares
|
$121,679
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
827
shares
|
$111,934
0.05% of portfolio
|
Q2 2022
Reduced 58.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
728
shares
|
$98,534
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
711
shares
|
$96,233
0.0% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
696
shares
|
$94,203
0.0% of portfolio
|
Q4 2024
Reduced 18.21%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
689
shares
|
$93,256
0.0% of portfolio
|
Q1 2025
Reduced 32.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
685
shares
|
$92,714
0.01% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
645
shares
|
$87,300
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
626
shares
|
$84,729
0.0% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
613
shares
|
$82,969
0.0% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
603
shares
|
$81,616
0.0% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
601
shares
|
$81,345
0.0% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
589
shares
|
$79,721
0.06% of portfolio
|
Q2 2025
Reduced 36.6%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
520
shares
|
$70,382
0.0% of portfolio
|
Q1 2022
Reduced 30.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
517
shares
|
$69,975
0.01% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
504
shares
|
$68,216
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
489
shares
|
$66,186
0.01% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
486
shares
|
$65,780
0.0% of portfolio
|
Q1 2025
Reduced 84.09%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
473
shares
|
$64,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
460
shares
|
$62,261
0.05% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
433
shares
|
$58,606
0.0% of portfolio
|
Q1 2023
Reduced 88.28%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
422
shares
|
$57,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
392
shares
|
$53,057
0.0% of portfolio
|
Q2 2025
Reduced 33.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
376
shares
|
$50,891
0.0% of portfolio
|
Q4 2024
Added 63.48%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
358
shares
|
$48,455
0.03% of portfolio
|
Q1 2025
Reduced 43.89%
|