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 480 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 $7.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
143
shares
|
$18,787
0.01% of portfolio
|
Q1 2025
Reduced 29.9%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
139
shares
|
$18,261
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
137
shares
|
$17,999
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
135
shares
|
$17,736
0.0% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
126
shares
|
$16,553
0.01% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Peregrine Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
124
shares
|
$16,291
0.0% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
114
shares
|
$14,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
113
shares
|
$14,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
104
shares
|
$13,663
0.0% of portfolio
|
Q1 2023
Reduced 3.7%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
104
shares
|
$13,663
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
101
shares
|
$13,269
0.0% of portfolio
|
Q1 2025
Added 44.29%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
100
shares
|
$13,138
0.0% of portfolio
|
Q1 2025
Added 61.29%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
94
shares
|
$12,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
88
shares
|
$11,561
0.0% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
80
shares
|
$10,510
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
73
shares
|
$9,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
71
shares
|
$9,327
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
71
shares
|
$9,327
0.01% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
71
shares
|
$9,327
0.0% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
59
shares
|
$7,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
57
shares
|
$7,488
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
57
shares
|
$7,488
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
54
shares
|
$7,094
0.0% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
50
shares
|
$6,569
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
50
shares
|
$6,569
0.0% of portfolio
|
Q1 2025
New holding
|