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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,024
shares
|
$131,379
0.0% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
990
shares
|
$127,017
0.0% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
982
shares
|
$125,990
0.02% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
896
shares
|
$114,956
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
851
shares
|
$109,183
0.01% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
827
shares
|
$106,104
0.05% of portfolio
|
Q2 2022
Reduced 58.92%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
825
shares
|
$105,847
0.01% of portfolio
|
Q3 2025
Reduced 18.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
800
shares
|
$102,640
0.0% of portfolio
|
Q3 2025
Added 33.11%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
791
shares
|
$101,485
0.0% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
689
shares
|
$88,398
0.0% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
685
shares
|
$87,885
0.01% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
673
shares
|
$86,345
0.01% of portfolio
|
Q3 2025
Added 39.34%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
626
shares
|
$80,315
0.0% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
588
shares
|
$75,440
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
584
shares
|
$74,927
0.0% of portfolio
|
Q3 2025
Added 29.78%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
563
shares
|
$72,232
0.05% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
550
shares
|
$70,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
538
shares
|
$69,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
520
shares
|
$66,716
0.0% of portfolio
|
Q1 2022
Reduced 30.77%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
489
shares
|
$62,738
0.01% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
485
shares
|
$62,225
0.0% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
473
shares
|
$60,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
465
shares
|
$59,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
460
shares
|
$59,018
0.05% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
436
shares
|
$55,938
0.0% of portfolio
|
Q3 2025
Reduced 20.15%
|
|