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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
69
shares
|
$8,852
0.0% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
58
shares
|
$7,441
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
56
shares
|
$7,184
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
56
shares
|
$7,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
50
shares
|
$6,415
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
48
shares
|
$6,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
46
shares
|
$5,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
44
shares
|
$5,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
39
shares
|
$5,003
0.0% of portfolio
|
Q3 2025
Added 77.27%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
37
shares
|
$4,747
0.0% of portfolio
|
Q2 2025
Added 54.17%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
36
shares
|
$4,618
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
36
shares
|
$4,618
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
33
shares
|
$4,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
32
shares
|
$4,105
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
31
shares
|
$3,977
0.0% of portfolio
|
Q1 2024
Reduced 69.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
30
shares
|
$3,849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$3,849
0.0% of portfolio
|
Q2 2022
Added 20.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
29
shares
|
$3,720
0.0% of portfolio
|
Q3 2025
Added 70.59%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
28
shares
|
$3,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
23
shares
|
$2,950
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
22
shares
|
$2,822
0.0% of portfolio
|
Q3 2025
Reduced 94.8%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
22
shares
|
$2,822
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17
shares
|
$2,181
0.0% of portfolio
|
Q3 2019
Added 3.45%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
17
shares
|
$2,181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
16
shares
|
$2,052
0.0% of portfolio
|
Q3 2025
New holding
|
|