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 |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
36
shares
|
$4,964
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
36
shares
|
$4,964
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
34
shares
|
$4,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
33
shares
|
$4,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
31
shares
|
$4,275
0.0% of portfolio
|
Q1 2024
Reduced 69.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$4,137
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
30
shares
|
$4,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
28
shares
|
$3,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
24
shares
|
$3,309
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
23
shares
|
$3,171
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
22
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
22
shares
|
$3,034
0.0% of portfolio
|
Q3 2024
Added 144.44%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
22
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
18
shares
|
$2,482
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
17
shares
|
$2,344
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17
shares
|
$2,344
0.0% of portfolio
|
Q3 2019
Added 3.45%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
15
shares
|
$2,068
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
14
shares
|
$1,930
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
13
shares
|
$1,792
0.0% of portfolio
|
Q4 2023
Added 8.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
13
shares
|
$1,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
10
shares
|
$1,379
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9
shares
|
$1,241
0.0% of portfolio
|
Q2 2023
Reduced 98.41%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$1,241
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
8
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
8
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|