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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
348
shares
|
$47,101
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
345
shares
|
$46,695
0.0% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
329
shares
|
$44,530
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
318
shares
|
$43,041
0.01% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
307
shares
|
$41,552
0.01% of portfolio
|
Q1 2025
Reduced 50.72%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
297
shares
|
$40,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
296
shares
|
$40,063
0.01% of portfolio
|
Q2 2025
Added 196.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
289
shares
|
$39,116
0.0% of portfolio
|
Q2 2025
Added 52.91%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
272
shares
|
$36,815
0.0% of portfolio
|
Q1 2025
Reduced 21.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
262
shares
|
$35,461
0.0% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
247
shares
|
$33,431
0.0% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
236
shares
|
$31,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
232
shares
|
$31,401
0.01% of portfolio
|
Q1 2025
Added 1264.71%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
226
shares
|
$30,589
0.01% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
216
shares
|
$29,235
0.0% of portfolio
|
Q1 2025
Reduced 38.11%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
216
shares
|
$29,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
209
shares
|
$28,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
199
shares
|
$26,934
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
173
shares
|
$23,415
0.0% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
169
shares
|
$22,874
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
169
shares
|
$22,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
167
shares
|
$22,603
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
162
shares
|
$21,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
148
shares
|
$20,031
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
143
shares
|
$19,355
0.01% of portfolio
|
Q1 2025
Reduced 29.9%
|