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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
601
shares
|
$82,883
0.0% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
600
shares
|
$82,746
0.0% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
589
shares
|
$81,228
0.06% of portfolio
|
Q2 2025
Reduced 36.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
586
shares
|
$80,815
0.0% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
578
shares
|
$79,711
0.0% of portfolio
|
Q2 2025
Added 120.61%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
546
shares
|
$75,298
0.0% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
520
shares
|
$71,713
0.0% of portfolio
|
Q1 2022
Reduced 30.77%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
510
shares
|
$70,334
0.03% of portfolio
|
Q2 2025
Added 442.55%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
499
shares
|
$68,817
0.04% of portfolio
|
Q2 2025
Added 39.39%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
489
shares
|
$67,437
0.01% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
483
shares
|
$66,610
0.01% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
473
shares
|
$65,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
460
shares
|
$63,438
0.05% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
450
shares
|
$62,059
0.0% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
433
shares
|
$59,715
0.0% of portfolio
|
Q1 2023
Reduced 88.28%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
423
shares
|
$58,335
0.01% of portfolio
|
Q2 2025
Added 37.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
400
shares
|
$55,164
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
392
shares
|
$54,060
0.0% of portfolio
|
Q2 2025
Reduced 33.9%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
348
shares
|
$47,992
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
346
shares
|
$47,716
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
328
shares
|
$45,234
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
318
shares
|
$43,855
0.01% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
296
shares
|
$40,821
0.01% of portfolio
|
Q2 2025
Added 196.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
289
shares
|
$39,855
0.0% of portfolio
|
Q2 2025
Added 52.91%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
282
shares
|
$38,890
0.0% of portfolio
|
Q2 2025
Added 14.17%
|