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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
48
shares
|
$6,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
47
shares
|
$6,174
0.0% of portfolio
|
Q1 2025
Added 291.67%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
46
shares
|
$6,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
44
shares
|
$5,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
41
shares
|
$5,386
0.0% of portfolio
|
Q1 2025
Added 925.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
40
shares
|
$5,255
0.0% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
37
shares
|
$4,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
36
shares
|
$4,729
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
34
shares
|
$4,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
33
shares
|
$4,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
31
shares
|
$4,072
0.0% of portfolio
|
Q1 2024
Reduced 69.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$3,941
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
28
shares
|
$3,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
24
shares
|
$3,153
0.0% of portfolio
|
Q2 2024
Added 166.67%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
24
shares
|
$3,153
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
23
shares
|
$3,021
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
23
shares
|
$3,021
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
23
shares
|
$3,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
22
shares
|
$2,890
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
22
shares
|
$2,890
0.0% of portfolio
|
Q3 2024
Added 144.44%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
18
shares
|
$2,364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17
shares
|
$2,233
0.0% of portfolio
|
Q3 2019
Added 3.45%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
17
shares
|
$2,233
0.0% of portfolio
|
Q1 2025
Reduced 55.26%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
16
shares
|
$2,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
15
shares
|
$1,970
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|