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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
104
shares
|
$14,342
0.0% of portfolio
|
Q1 2023
Reduced 3.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
103
shares
|
$14,204
0.0% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
95
shares
|
$13,101
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
90
shares
|
$12,411
0.0% of portfolio
|
Q2 2025
Added 26.76%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
86
shares
|
$11,860
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
80
shares
|
$11,032
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
73
shares
|
$10,067
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
71
shares
|
$9,791
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
69
shares
|
$9,515
0.0% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
69
shares
|
$9,515
0.0% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
59
shares
|
$8,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
59
shares
|
$8,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
58
shares
|
$7,998
0.0% of portfolio
|
Q2 2025
Reduced 48.67%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
57
shares
|
$7,860
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
54
shares
|
$7,447
0.0% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$6,895
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
48
shares
|
$6,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
46
shares
|
$6,343
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
45
shares
|
$6,205
0.0% of portfolio
|
Q2 2025
Added 95.65%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
44
shares
|
$6,068
0.0% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
44
shares
|
$6,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
44
shares
|
$6,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
44
shares
|
$6,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
43
shares
|
$5,930
0.0% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
37
shares
|
$5,102
0.0% of portfolio
|
Q2 2025
Added 54.17%
|