Purchases and Sales Made in Q4 2025 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q4 2025. The information is specifically focused on institutions that hold shares of WINTRUST FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
29.4K+ 132.07% |
$3.53M - $3.9M
|
51.6K
$6.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.63KNew |
$195K - $216K
|
1.63K
$208K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$170K - $188K
|
1.41K
$181K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
794+ 4.41% |
$95.5K - $105K
|
18.8K
$2.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
212+ 1.15% |
$25.5K - $28.1K
|
18.7K
$2.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
197+ 20.06% |
$23.7K - $26.1K
|
1.18K
$151K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
123New |
$14.8K - $16.3K
|
123
$15.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
106+ 1.32% |
$12.7K - $14.1K
|
8.13K
$1.04M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
77+ 4.59% |
$9.26K - $10.2K
|
1.76K
$225K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
32+ 0.04% |
$3.85K - $4.24K
|
90.9K
$11.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29+ 33.72% |
$3.49K - $3.85K
|
115
$14.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22+ 44.0% |
$2.65K - $2.92K
|
72
$9.24K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16New |
$1.92K - $2.12K
|
16
$2.05K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
9+ 0.47% |
$1.08K - $1.19K
|
1.94K
$249K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
8+ 1.28% |
$962 - $1.06K
|
634
$81.3K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 7.5% |
$721 - $796
|
86
$11K
|
|
|
Jan 13, 2026
Q4 2025
|
Albert D Mason Inc
|
BUY
|
- |
5+ 0.03% |
$601 - $663
|
14.6K
$1.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 14.29% |
$481 - $531
|
32
$4.11K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 18.18% |
$240 - $265
|
13
$1.67K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 25.0% |
$120 - $133
|
5
$642
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.16% |
$361 - $398
|
1.86K
$238K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-64- 22.15% |
$7.7K - $8.49K
|
225
$28.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-90- 0.42% |
$10.8K - $11.9K
|
21.3K
$2.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.54% |
$12K - $13.3K
|
18.5K
$2.37M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-171- 3.23% |
$20.6K - $22.7K
|
5.13K
$658K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-500- 14.29% |
$60.1K - $66.3K
|
3K
$385K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-500- 9.32% |
$60.1K - $66.3K
|
4.87K
$624K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-574- 0.71% |
$69K - $76.1K
|
80.4K
$10.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-630- 18.37% |
$75.8K - $83.6K
|
2.8K
$359K
|
|
|
Jan 14, 2026
Q4 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-970- 10.15% |
$117K - $129K
|
8.59K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.3K- 80.66% |
$878K - $968K
|
1.75K
$225K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.2K- 5.09% |
$1.23M - $1.36M
|
190K
$24.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-22.2K- 4.47% |
$2.66M - $2.94M
|
474K
$60.8M
|
|