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 503 institutions that hold shares in the stock, with a total of 59.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
15
shares
|
$1,924
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
15
shares
|
$1,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
14
shares
|
$1,796
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
14
shares
|
$1,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
11
shares
|
$1,411
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
10
shares
|
$1,283
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9
shares
|
$1,154
0.0% of portfolio
|
Q2 2023
Reduced 98.41%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
8
shares
|
$1,026
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7
shares
|
$898
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7
shares
|
$898
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
6
shares
|
$769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6
shares
|
$769
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
5
shares
|
$641
0.0% of portfolio
|
Q3 2025
Reduced 88.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
5
shares
|
$641
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
5
shares
|
$641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
5
shares
|
$641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5
shares
|
$641
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
5
shares
|
$641
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
4
shares
|
$513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4
shares
|
$513
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
4
shares
|
$513
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
4
shares
|
$513
0.0% of portfolio
|
Q3 2025
Reduced 88.24%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
3
shares
|
$384
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
2
shares
|
$256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1
shares
|
$128
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|