Wintrust Financial Ownership 2024 | Who Owns Wintrust Financial Now?
Institutional Ownership
29.75%
Insider Ownership
1.59%
Retail Ownership
68.65%
Institutional Holders
188.00
Wintrust Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 10.54% | 0.01% | 6,477,840 | 25,087 | 0.39% | 638,455,910 | Jun 30, 2024 |
| BLACKROCK INC. | 9.30% | 0.01% | 5,717,001 | 18,146 | 0.32% | 563,467,587 | Jun 30, 2024 |
| FMR LLC | 7.35% | 0.03% | 4,516,927 | 166,702 | 3.83% | 445,188,306 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.91% | 0.08% | 3,017,295 | 146,090 | 5.09% | 297,375,635 | Jun 30, 2024 |
| STATE STREET CORP | 4.07% | 0.01% | 2,500,837 | -55,171 | -2.16% | 246,482,495,000 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.91% | 0.04% | 1,786,629 | 148,544 | 9.07% | 176,090,154 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 2.68% | 0.16% | 1,646,136 | -114,734 | -6.52% | 162,243,165 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.30% | 0.01% | 1,413,596 | -99,872 | -6.60% | 139,324,025 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.91% | 0.07% | 1,174,943 | -155,320 | -11.68% | 115,803,836,000 | Jun 30, 2024 |
| INVESCO LTD. | 1.89% | 0.02% | 1,160,038 | 86,601 | 8.07% | 114,333,321 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.86% | 0.48% | 1,143,765 | -76,547 | -6.27% | 112,729,501 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.73% | 0.01% | 1,062,731 | 23,775 | 2.29% | 104,769,501 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.65% | 0.03% | 1,011,889 | -35,248 | -3.37% | 99,731,780 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.33% | 2.21% | 816,515 | 132,037 | 19.29% | 80,475,718 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.33% | 0.19% | 815,466 | 14,087 | 1.76% | 80,372,328,000 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 1.31% | 0.04% | 803,460 | -3,297 | -0.41% | 79,189,978 | Jun 30, 2024 |
| REINHART PARTNERS, INC. | 1.19% | 3.01% | 734,151 | 2,806 | 0.38% | 72,357,876 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.19% | 0.07% | 734,029 | 109,710 | 17.57% | 72,345,898 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.10% | 0.01% | 673,637 | -4,758 | -0.70% | 66,393,732 | Jun 30, 2024 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1.03% | 0.70% | 630,824 | 84,687 | 15.51% | 62,174,013 | Jun 30, 2024 |
Wintrust Financial's largest institutional shareholder is VANGUARD GROUP INC, holding 10.54% of the company's total share outstanding, currently valued at $638.46M. The top 10 institutional shareholders own together 47.84% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 0.06% | 5.15% | 36,849 | - | - | 3,631,837 | Jun 30, 2024 |
| STIEVEN CAPITAL ADVISORS, L.P. | 0.35% | 4.65% | 213,060 | -3,000 | -1.39% | 20,999,194 | Jun 30, 2024 |
| STRATEGIC VALUE BANK PARTNERS LLC | 0.11% | 4.54% | 69,533 | - | - | 6,853,172 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.35% | 3.96% | 217,500 | 22,500 | 11.54% | 21,436,800 | Jun 30, 2024 |
| REINHART PARTNERS, INC. | 1.19% | 3.01% | 734,151 | 2,806 | 0.38% | 72,357,876 | Jun 30, 2024 |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 0.58% | 2.55% | 355,053 | 11,800 | 3.44% | 34,994,024 | Jun 30, 2024 |
| PETIOLE USA LTD | 0.05% | 2.46% | 29,750 | - | - | 2,932,160 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.05% | 2.27% | 31,140 | -4,578 | -12.82% | 3,069,158 | Jun 30, 2024 |
| MOODY ALDRICH PARTNERS LLC | 0.19% | 2.23% | 116,018 | 13,315 | 12.96% | 11,434,734 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.33% | 2.21% | 816,515 | 132,037 | 19.29% | 80,475,718 | Jun 30, 2024 |
| SAPIENCE INVESTMENTS, LLC | 0.06% | 1.92% | 38,158 | -20,956 | -35.45% | 3,760,852 | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.03% | 1.83% | 21,392 | 21,392 | 100.00% | 2,108,396 | Jun 30, 2024 |
| PREMIER FUND MANAGERS LTD | 0.65% | 1.54% | 400,176 | - | - | 38,287,000 | Jun 30, 2024 |
| LEEWARD INVESTMENTS, LLC - MA | 0.45% | 1.25% | 276,710 | 14,679 | 5.60% | 27,272,538 | Jun 30, 2024 |
| SHAKER INVESTMENTS LLC/OH | 0.05% | 1.24% | 28,832 | -5,424 | -15.83% | 2,841,682 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 0.46% | 1.15% | 282,324 | -35,231 | -11.09% | 27,825,853 | Jun 30, 2024 |
| MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. | 0.18% | 0.96% | 111,092 | 1,266 | 1.15% | 10,949,228 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.14% | 0.91% | 88,317 | -269,834 | -75.34% | 8,704,524 | Jun 30, 2024 |
| NICHOLAS INVESTMENT PARTNERS, LP | 0.12% | 0.75% | 73,250 | 714 | 0.98% | 7,219,520 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.57% | 0.74% | 352,332 | -10,634 | -2.93% | 34,725,842 | Jun 30, 2024 |
The largest Wintrust Financial shareholder by % of total assets is JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.. The company owns 36.85K shares of Wintrust Financial (WTFC), representing 5.15% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.86% | 0.01% | 530,358 | 530,358 | 100.00% | 52,272,084 | Jun 30, 2024 |
| FMR LLC | 7.35% | 0.03% | 4,516,927 | 166,702 | 3.83% | 445,188,306 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 2.91% | 0.04% | 1,786,629 | 148,544 | 9.07% | 176,090,154 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.91% | 0.08% | 3,017,295 | 146,090 | 5.09% | 297,375,635 | Jun 30, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.33% | 2.21% | 816,515 | 132,037 | 19.29% | 80,475,718 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.20% | 0.43% | 120,237 | 120,237 | 100.00% | 11,850,067 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.19% | 0.07% | 734,029 | 109,710 | 17.57% | 72,345,898 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.21% | 0.02% | 131,690 | 91,691 | 229.23% | 12,979,354 | Jun 30, 2024 |
| INVESCO LTD. | 1.89% | 0.02% | 1,160,038 | 86,601 | 8.07% | 114,333,321 | Jun 30, 2024 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1.03% | 0.70% | 630,824 | 84,687 | 15.51% | 62,174,013 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.04% | 78,108 | 78,108 | 100.00% | 7,698,324 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 0.73% | 0.03% | 447,438 | 71,638 | 19.06% | 44,099,490 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.24% | 0.00% | 150,243 | 63,159 | 72.53% | 14,807,951 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.91% | 0.01% | 560,813 | 42,462 | 8.19% | 55,273,729,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.11% | 0.01% | 67,806 | 41,722 | 159.95% | 6,595,431 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.20% | 0.00% | 124,341 | 33,753 | 37.26% | 12,255,047 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.24% | 0.02% | 148,151 | 29,839 | 25.22% | 14,601,728,000 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.61% | 0.05% | 372,787 | 28,262 | 8.20% | 36,742,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.11% | 0.00% | 67,992 | 27,537 | 68.07% | 6,701,292 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.04% | 0.02% | 27,105 | 27,105 | 100.00% | 2,671,000 | Jun 30, 2024 |
As of Jun 30 2024, Wintrust Financial's largest institutional buyer is NORGES BANK. The company purchased 530.36K stocks of WTFC, valued at $52.27M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | - | - | - | -272,197 | -100.00% | - | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.14% | 0.91% | 88,317 | -269,834 | -75.34% | 8,704,524 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.40% | 0.00% | 248,152 | -193,166 | -43.77% | 24,457,861 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 1.91% | 0.07% | 1,174,943 | -155,320 | -11.68% | 115,803,836,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.44% | 0.01% | 273,051 | -117,467 | -30.08% | 26,911,907 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 2.68% | 0.16% | 1,646,136 | -114,734 | -6.52% | 162,243,165 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.02% | 0.01% | 14,995 | -105,838 | -87.59% | 1,477,907 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 0.34% | 0.10% | 208,584 | -105,353 | -33.56% | 20,558,039 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.01% | 0.00% | 7,476 | -105,157 | -93.36% | 736,833 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.30% | 0.01% | 1,413,596 | -99,872 | -6.60% | 139,324,025 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -81,055 | -100.00% | - | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.86% | 0.48% | 1,143,765 | -76,547 | -6.27% | 112,729,501 | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.01% | 0.02% | 5,235 | -64,840 | -92.53% | 515,962 | Jun 30, 2024 |
| BARCLAYS PLC | 0.13% | 0.00% | 78,989 | -55,680 | -41.35% | 7,786,000 | Jun 30, 2024 |
| STATE STREET CORP | 4.07% | 0.01% | 2,500,837 | -55,171 | -2.16% | 246,482,495,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 0.00% | 14,076 | -42,024 | -74.91% | 1,387,331 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -38,044 | -100.00% | - | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.03% | 0.00% | 17,158 | -36,436 | -67.99% | 1,691,092 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.65% | 0.03% | 1,011,889 | -35,248 | -3.37% | 99,731,780 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 0.46% | 1.15% | 282,324 | -35,231 | -11.09% | 27,825,853 | Jun 30, 2024 |
As of Jun 30 2024, Wintrust Financial's biggest institutional seller is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC. The company sold -0.27M shares of WTFC, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.86% | 0.01% | 530,358 | 530,358 | 100.00% | 52,272,084 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.20% | 0.43% | 120,237 | 120,237 | 100.00% | 11,850,067 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.04% | 78,108 | 78,108 | 100.00% | 7,698,324 | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | 0.03% | 1.83% | 21,392 | 21,392 | 100.00% | 2,108,396 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.03% | 0.00% | 19,649 | 19,649 | 100.00% | 1,936,605 | Jun 30, 2024 |
| BAYVIEW ASSET MANAGEMENT, LLC | 0.03% | 0.62% | 18,000 | 18,000 | 100.00% | 1,774,080 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.03% | 0.01% | 15,776 | 15,776 | 100.00% | 1,554,883 | Jun 30, 2024 |
| CHOREO, LLC | 0.02% | 0.02% | 11,209 | 11,209 | 100.00% | 1,114,506 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.01% | 0.01% | 8,484 | 8,484 | 100.00% | 836,182 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.01% | 0.01% | 7,720 | 7,720 | 100.00% | 760,830 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.01% | 0.09% | 5,302 | 5,302 | 100.00% | 522,565 | Jun 30, 2024 |
| SIMPLICITY WEALTH,LLC | 0.01% | 0.01% | 5,000 | 5,000 | 100.00% | 492,800 | Jun 30, 2024 |
| RESOURCES INVESTMENT ADVISORS, LLC. | 0.01% | 0.01% | 4,975 | 4,975 | 100.00% | 490,336 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.01% | 4,528 | 4,528 | 100.00% | 446,280 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.01% | 0.00% | 3,570 | 3,570 | 100.00% | 351,842 | Jun 30, 2024 |
| ATOM INVESTORS LP | 0.00% | 0.02% | 2,248 | 2,248 | 100.00% | 221,563 | Jun 30, 2024 |
| PRINCETON CAPITAL MANAGEMENT LLC | 0.00% | 0.07% | 2,072 | 2,072 | 100.00% | 204,216 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.10% | 1,700 | 1,700 | 100.00% | 167,552 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 155 | 155 | 100.00% | 15,277 | Jun 30, 2024 |
| COHEN & STEERS, INC. | - | - | 25 | 25 | 100.00% | 2,000 | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | 25 | 25 | 100.00% | 2,464 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | 0.00% | 9 | 9 | 100.00% | 891 | Jun 30, 2024 |
| COUNTRY TRUST BANK | - | - | 2 | 2 | 100.00% | 197 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 99 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | - | 1 | 1 | 100.00% | 99 | Jun 30, 2024 |
Wintrust Financial's largest new institutional shareholder by number of shares is NORGES BANK, purchased 530.36K shares, valued at $52.27M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | - | - | - | -272,197 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -81,055 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -38,044 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -16,200 | -100.00% | - | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | - | - | - | -10,634 | -100.00% | - | Jun 30, 2024 |
| PERFROMANCE WEALTH PARTNERS, LLC | - | - | - | -9,000 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -7,811 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -6,077 | -100.00% | - | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -3,871 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -3,835 | -100.00% | - | Jun 30, 2024 |
| BURNS MATTESON CAPITAL MANAGEMENT, LLC | - | - | - | -3,803 | -100.00% | - | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LTD | - | - | - | -2,728 | -100.00% | - | Jun 30, 2024 |
| ARCATAUR CAPITAL MANAGEMENT LLC | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -2,284 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -2,174 | -100.00% | - | Jun 30, 2024 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | - | - | - | -1,951 | -100.00% | - | Jun 30, 2024 |
| FORMIDABLE ASSET MANAGEMENT, LLC | - | - | - | -1,191 | -100.00% | - | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | - | - | - | -447 | -100.00% | - | Jun 30, 2024 |
| OLD SECOND NATIONAL BANK OF AURORA | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| CONCORD WEALTH PARTNERS | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -113 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
Wintrust Financial's largest sold out institutional shareholder by shares sold is WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, sold -0.27M shares, valued at -, as of undefined.
Wintrust Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Angel Oak Financial Strategies Income Term Trust | 1.15% | 5,000,000 | - | - | Jan 31, 2024 |
| Mairs & Power Funds Trust | 0.63% | 2,500,000 | - | - | Mar 31, 2022 |
| CALDWELL & ORKIN FUNDS INC | 0.37% | 5,101 | - | - | Jan 31, 2024 |
| AB TRUST | 0.36% | 338,160 | -14,550 | -4.13% | Feb 29, 2024 |
| WESMARK FUNDS | 0.29% | 1,000,000 | 1,000,000 | - | Mar 31, 2024 |
| TAX MANAGED SMALL CAP PORTFOLIO | 0.24% | 12,388 | - | - | Jan 31, 2024 |
| Keeley Funds, Inc. | 0.19% | 47,908 | -3,757 | -7.27% | Dec 29, 2023 |
| Mairs & Power Funds Trust | 0.14% | 540,000 | - | - | Mar 31, 2022 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.13% | 500,665 | 4,228 | 0.85% | Mar 28, 2024 |
| Capitol Series Trust | 0.12% | 1,154,558 | -16,130 | -1.38% | Mar 31, 2024 |
| MFS SERIES TRUST XI | 0.10% | 500,272 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.10% | 1,200,000 | 1,200,000 | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.09% | 765,341 | - | - | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.09% | 37,866 | -2,588 | -6.40% | Jan 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.09% | 6,291 | -2,079 | -24.84% | Sep 30, 2022 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.08% | 2,496 | -179 | -6.69% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.08% | 460,112 | 114,145 | 32.99% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 43,036 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.08% | 28,956 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.08% | 5,650 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.08% | 73,903 | -9,943 | -11.86% | Feb 29, 2024 |
| Vericimetry Funds | 0.06% | 5,134 | - | - | Mar 31, 2024 |
| RMB INVESTORS TRUST | 0.05% | 25,000 | - | - | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL FUNDS | 0.04% | 35,570 | -24 | -0.07% | Mar 31, 2024 |
| Mairs & Power Funds Trust | 0.04% | 159,500 | -28,700 | -15.25% | Mar 31, 2022 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.04% | 22,795 | -1,116 | -4.67% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.04% | 1,211,050 | -28,200 | -2.28% | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.04% | 175,625 | -732 | -0.42% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.04% | 138,461 | -7,365 | -5.05% | Jan 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.04% | 22,096 | -13,877 | -38.58% | Feb 29, 2024 |
| M FUND INC | 0.03% | 15,036 | 977 | 6.95% | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.03% | 6,879 | -264 | -3.70% | Jan 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.03% | 237,525 | - | - | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.03% | 2,500,000 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.03% | 124,582 | -4,577 | -3.54% | Feb 29, 2024 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.03% | 521,622 | - | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 4,737 | -25 | -0.52% | Mar 28, 2024 |
| SMALLCAP WORLD FUND INC | 0.02% | 1,638,085 | 72,082 | 4.60% | Mar 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.02% | 96,345 | -161,275 | -62.60% | Mar 28, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.02% | 90,050 | -3,660 | -3.91% | Mar 31, 2024 |
| Weiss Strategic Interval Fund | 0.02% | 60,268 | 60,268 | - | Sep 30, 2022 |
| FIDELITY PURITAN TRUST | 0.02% | 946,883 | 7,483 | 0.80% | Jan 31, 2024 |
| Zacks Trust | 0.02% | 1,608 | 1,608 | - | Feb 29, 2024 |
| CALVERT IMPACT FUND INC | 0.02% | 203,496 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.02% | 112,152 | 21,923 | 24.30% | Mar 31, 2024 |
| GLENMEDE FUND INC | 0.02% | 144,553 | -4,114 | -2.77% | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.02% | 26,131 | - | - | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.02% | 484,982 | 19,958 | 4.29% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.01% | 3,500,000 | - | - | Jan 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.01% | 7,200 | -2,830 | -28.22% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 92,876 | - | - | Aug 31, 2023 |
| HENNESSY FUNDS TRUST | 0.01% | 27,000 | -7,000 | -20.59% | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 11,000 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST I | 0.01% | 262,424 | - | - | Feb 29, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.01% | 11,804 | - | - | Mar 31, 2022 |
| VANGUARD INDEX FUNDS | 0.01% | 5,449,414 | -915,663 | -14.39% | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.01% | 2,600 | 2,000 | 333.33% | Jan 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.01% | 3,500,000 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.01% | 224 | -27 | -10.76% | Dec 31, 2023 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 20,863 | -17,824 | -46.07% | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.01% | 110,882 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 13,078 | 6 | 0.05% | Feb 29, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 53,051 | 645 | 1.23% | Jan 31, 2024 |
| abrdn Funds | 0.01% | 117,471 | -29,684 | -20.17% | Jan 31, 2024 |
| FRONTIER FUNDS, INC. | 0.01% | 2,961 | - | - | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.01% | 7,094 | - | - | Jan 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.01% | 12,933 | - | - | Mar 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.01% | 881 | -2,312 | -72.41% | Dec 31, 2020 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,577 | - | - | Mar 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.01% | 201,300 | - | - | Feb 29, 2024 |
| HARBOR FUNDS | 0.01% | 150,000 | 12,100 | 8.77% | Jan 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.01% | 2,250 | - | - | Mar 28, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.01% | 12,385 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 13,521 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 49,637 | - | - | Feb 29, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 15,337 | 248 | 1.64% | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.00% | 143 | -10 | -6.54% | Mar 31, 2024 |
| Bernstein Fund Inc | 0.00% | 38,950 | - | - | Mar 31, 2024 |
| STERLING CAPITAL FUNDS | 0.00% | 95,587 | -6,682 | -6.53% | Mar 28, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 104,760 | -87,078 | -45.39% | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 17,756 | - | - | Dec 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.00% | 11,300 | -300 | -2.59% | Mar 31, 2024 |
| MFS SERIES TRUST XIII | 0.00% | 307,877 | 65,802 | 27.18% | Feb 29, 2024 |
| Guardian Variable Products Trust | 0.00% | 62,991 | 16,585 | 35.74% | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.00% | 114,925 | - | - | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 47,328 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 369,763 | 19,203 | 5.48% | Feb 29, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.00% | 16,000 | - | - | Jan 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 6,266,000 | -550,000 | -8.07% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 17,264 | -767 | -4.25% | Mar 31, 2020 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 30,149 | -1,538 | -4.85% | Mar 31, 2024 |
| Natixis Funds Trust IV | 0.00% | 916 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.00% | 24,366 | -9,400 | -27.84% | Jan 31, 2024 |
| AMG FUNDS | 0.00% | 82,647 | -5,698 | -6.45% | Mar 28, 2024 |
| Thrivent Core Funds | 0.00% | 177,064 | -14,143 | -7.40% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 578,260 | 19,207 | 3.44% | Feb 29, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.00% | 140,879 | - | - | Feb 29, 2024 |
| IndexIQ ETF Trust | 0.00% | 6,144 | - | - | Jan 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 89,268 | -323 | -0.36% | Jan 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 101,313 | 6,529 | 6.89% | Mar 31, 2024 |
Wintrust Financial's largest mutual fund holder by % of total assets is "Angel Oak Financial Strategies Income Term Trust", owning 5.00M shares, compromising 1.15% of its total assets.
Wintrust Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 188 | -51.42% |
| 31 Mar, 24 | 387 | -0.77% |
| 31 Dec, 23 | 390 | 12.39% |
| 30 Sep, 23 | 347 | -1.42% |
| 30 Jun, 23 | 352 | -9.04% |
| 31 Mar, 23 | 387 | -2.52% |
| 31 Dec, 22 | 397 | 13.11% |
| 30 Sep, 22 | 351 | 0.29% |
| 30 Jun, 22 | 350 | -0.28% |
| 31 Mar, 22 | 351 | 7.34% |
| 31 Dec, 21 | 327 | 7.21% |
| 30 Sep, 21 | 305 | 0.66% |
| 30 Jun, 21 | 303 | 1.00% |
| 31 Mar, 21 | 300 | 10.70% |
| 31 Dec, 20 | 271 | 4.23% |
| 30 Sep, 20 | 260 | -1.89% |
| 30 Jun, 20 | 265 | 3.92% |
| 31 Mar, 20 | 255 | -8.93% |
| 31 Dec, 19 | 280 | -7.28% |
| 30 Sep, 19 | 302 | -7.65% |
| 30 Jun, 19 | 327 | 7.57% |
| 31 Mar, 19 | 304 | -5.88% |
| 31 Dec, 18 | 323 | -1.22% |
| 30 Sep, 18 | 327 | 2.51% |
| 30 Jun, 18 | 319 | 5.28% |
| 31 Mar, 18 | 303 | -2.26% |
| 31 Dec, 17 | 310 | 8.01% |
| 30 Sep, 17 | 287 | 5.13% |
| 30 Jun, 17 | 273 | -4.21% |
| 31 Mar, 17 | 285 | 7.55% |
| 31 Dec, 16 | 265 | 22.69% |
| 30 Sep, 16 | 216 | -0.46% |
| 30 Jun, 16 | 217 | 14.81% |
| 31 Mar, 16 | 189 | -1.05% |
| 31 Dec, 15 | 191 | -0.52% |
| 30 Sep, 15 | 192 | -1.54% |
| 30 Jun, 15 | 195 | 2.09% |
| 31 Mar, 15 | 191 | 4.95% |
| 31 Dec, 14 | 182 | 0.55% |
| 30 Sep, 14 | 181 | 2.26% |
| 30 Jun, 14 | 177 | -0.56% |
| 31 Mar, 14 | 178 | -4.30% |
| 31 Dec, 13 | 186 | 5.68% |
| 30 Sep, 13 | 176 | 11.39% |
| 30 Jun, 13 | 158 | 110.67% |
| 31 Mar, 13 | 75 | -2.60% |
| 31 Dec, 12 | 77 | 24.19% |
| 30 Sep, 12 | 62 | -3.13% |
| 30 Jun, 12 | 64 | 1.59% |
| 31 Mar, 12 | 63 | 10.53% |
| 31 Dec, 11 | 57 | 9.62% |
| 30 Sep, 11 | 52 | -5.45% |
| 30 Jun, 11 | 55 | -6.78% |
| 31 Mar, 11 | 59 | 18.00% |
| 31 Dec, 10 | 50 | 8.70% |
| 30 Sep, 10 | 46 | -19.30% |
| 30 Jun, 10 | 57 | 11.76% |
| 31 Mar, 10 | 51 | 30.77% |
| 31 Dec, 09 | 39 | -15.22% |
| 30 Sep, 09 | 46 | 21.05% |
| 30 Jun, 09 | 38 | 15.15% |
| 31 Mar, 09 | 33 | -28.26% |
| 31 Dec, 08 | 46 | 4.55% |
| 30 Sep, 08 | 44 | 37.50% |
| 30 Jun, 08 | 32 | -20.00% |
| 31 Mar, 08 | 40 | 5.26% |
| 31 Dec, 07 | 38 | 31.03% |
| 30 Sep, 07 | 29 | -14.71% |
| 30 Jun, 07 | 34 | 13.33% |
| 31 Mar, 07 | 30 | -11.76% |
| 31 Dec, 06 | 34 | - |
| 30 Sep, 06 | 34 | -2.86% |
| 30 Jun, 06 | 35 | 6.06% |
| 31 Mar, 06 | 33 | 3.13% |
| 31 Dec, 05 | 32 | 6.67% |
| 30 Sep, 05 | 30 | -9.09% |
| 30 Jun, 05 | 33 | 10.00% |
| 31 Mar, 05 | 30 | 11.11% |
| 31 Dec, 04 | 27 | -3.57% |
| 30 Sep, 04 | 28 | -9.68% |
| 30 Jun, 04 | 31 | 3.33% |
| 31 Mar, 04 | 30 | 25.00% |
| 31 Dec, 03 | 24 | 26.32% |
| 30 Sep, 03 | 19 | 11.76% |
| 30 Jun, 03 | 17 | -15.00% |
| 31 Mar, 03 | 20 | -9.09% |
| 31 Dec, 02 | 22 | 46.67% |
| 30 Sep, 02 | 15 | 7.14% |
| 30 Jun, 02 | 14 | - |
| 31 Mar, 02 | 14 | 133.33% |
| 31 Dec, 01 | 6 | -14.29% |
| 30 Sep, 01 | 7 | -12.50% |
| 30 Jun, 01 | 8 | 166.67% |
| 31 Mar, 01 | 3 | - |
| 31 Dec, 00 | 3 | 200.00% |
| 30 Sep, 00 | 1 | - |
| 30 Jun, 00 | 1 | - |
| 30 Sep, 99 | 1 | -50.00% |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | 2 | - |
As of 30 Jun 24, 188 institutions are holding Wintrust Financial's shares, representing a decrease of -51.42% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 18,293,112 | -68.54% |
| 31 Mar, 24 | 58,146,940 | 0.33% |
| 31 Dec, 23 | 57,956,559 | 2.83% |
| 30 Sep, 23 | 56,363,794 | 0.18% |
| 30 Jun, 23 | 56,261,686 | -0.02% |
| 31 Mar, 23 | 56,273,988 | 0.26% |
| 31 Dec, 22 | 56,128,415 | 2.16% |
| 30 Sep, 22 | 54,939,421 | -2.14% |
| 30 Jun, 22 | 56,138,941 | 8.28% |
| 31 Mar, 22 | 51,846,730 | 0.66% |
| 31 Dec, 21 | 51,505,356 | 0.66% |
| 30 Sep, 21 | 51,168,541 | -0.42% |
| 30 Jun, 21 | 51,385,744 | -0.98% |
| 31 Mar, 21 | 51,896,560 | 1.02% |
| 31 Dec, 20 | 51,373,129 | -1.01% |
| 30 Sep, 20 | 51,897,096 | -0.44% |
| 30 Jun, 20 | 52,127,386 | 0.74% |
| 31 Mar, 20 | 51,745,962 | -0.05% |
| 31 Dec, 19 | 51,772,247 | 4.13% |
| 30 Sep, 19 | 49,719,126 | -1.05% |
| 30 Jun, 19 | 50,245,893 | -1.37% |
| 31 Mar, 19 | 50,945,616 | 0.09% |
| 31 Dec, 18 | 50,902,238 | 1.59% |
| 30 Sep, 18 | 50,105,602 | -0.29% |
| 30 Jun, 18 | 50,249,577 | -1.56% |
| 31 Mar, 18 | 51,043,444 | -0.29% |
| 31 Dec, 17 | 51,191,732 | -0.91% |
| 30 Sep, 17 | 51,659,506 | 1.43% |
| 30 Jun, 17 | 50,930,390 | 0.60% |
| 31 Mar, 17 | 50,624,586 | 2.99% |
| 31 Dec, 16 | 49,157,134 | 1.93% |
| 30 Sep, 16 | 48,225,792 | 0.60% |
| 30 Jun, 16 | 47,939,508 | 4.78% |
| 31 Mar, 16 | 45,752,666 | 2.24% |
| 31 Dec, 15 | 44,752,114 | -1.43% |
| 30 Sep, 15 | 45,401,818 | 1.31% |
| 30 Jun, 15 | 44,815,217 | 1.31% |
| 31 Mar, 15 | 44,234,393 | 2.10% |
| 31 Dec, 14 | 43,326,348 | -1.13% |
| 30 Sep, 14 | 43,821,867 | -0.34% |
| 30 Jun, 14 | 43,972,797 | -0.28% |
| 31 Mar, 14 | 44,095,385 | 2.07% |
| 31 Dec, 13 | 43,199,787 | 3.72% |
| 30 Sep, 13 | 41,648,824 | 10.82% |
| 30 Jun, 13 | 37,582,655 | 98.18% |
| 31 Mar, 13 | 18,964,321 | -7.18% |
| 31 Dec, 12 | 20,431,654 | 0.86% |
| 30 Sep, 12 | 20,256,749 | -13.60% |
| 30 Jun, 12 | 23,446,139 | 5.90% |
| 31 Mar, 12 | 22,140,570 | 8.15% |
| 31 Dec, 11 | 20,471,543 | 15.98% |
| 30 Sep, 11 | 17,651,476 | -3.59% |
| 30 Jun, 11 | 18,309,533 | -3.87% |
| 31 Mar, 11 | 19,046,506 | 15.18% |
| 31 Dec, 10 | 16,536,955 | 72.72% |
| 30 Sep, 10 | 9,574,573 | -14.07% |
| 30 Jun, 10 | 11,141,675 | -9.30% |
| 31 Mar, 10 | 12,284,157 | 52.30% |
| 31 Dec, 09 | 8,065,823 | -3.58% |
| 30 Sep, 09 | 8,365,246 | 32.69% |
| 30 Jun, 09 | 6,304,236 | -15.15% |
| 31 Mar, 09 | 7,430,028 | -29.80% |
| 31 Dec, 08 | 10,583,599 | 69.59% |
| 30 Sep, 08 | 6,240,607 | 17.07% |
| 30 Jun, 08 | 5,330,478 | 41.95% |
| 31 Mar, 08 | 3,755,228 | -87.70% |
| 31 Dec, 07 | 30,535,756 | 387.98% |
| 30 Sep, 07 | 6,257,584 | 10.54% |
| 30 Jun, 07 | 5,660,750 | 178.76% |
| 31 Mar, 07 | 2,030,658 | -68.61% |
| 31 Dec, 06 | 6,468,722 | 8.37% |
| 30 Sep, 06 | 5,969,350 | 17.80% |
| 30 Jun, 06 | 5,067,495 | 44.74% |
| 31 Mar, 06 | 3,501,158 | -7.83% |
| 31 Dec, 05 | 3,798,753 | -21.66% |
| 30 Sep, 05 | 4,848,992 | 10.17% |
| 30 Jun, 05 | 4,401,176 | -24.19% |
| 31 Mar, 05 | 5,805,449 | 15.19% |
| 31 Dec, 04 | 5,039,834 | 34.18% |
| 30 Sep, 04 | 3,755,980 | -7.83% |
| 30 Jun, 04 | 4,075,184 | 72.29% |
| 31 Mar, 04 | 2,365,260 | 37.89% |
| 31 Dec, 03 | 1,715,279 | 11.11% |
| 30 Sep, 03 | 1,543,804 | 35.16% |
| 30 Jun, 03 | 1,142,171 | -39.14% |
| 31 Mar, 03 | 1,876,684 | 5.06% |
| 31 Dec, 02 | 1,786,284 | 81.50% |
| 30 Sep, 02 | 984,203 | -24.50% |
| 30 Jun, 02 | 1,303,531 | 40.94% |
| 31 Mar, 02 | 924,896 | 205.83% |
| 31 Dec, 01 | 302,424 | -33.46% |
| 30 Sep, 01 | 454,532 | 138.46% |
| 30 Jun, 01 | 190,608 | 548.22% |
| 31 Mar, 01 | 29,405 | -31.30% |
| 31 Dec, 00 | 42,805 | 1326.83% |
| 30 Sep, 00 | 3,000 | - |
| 30 Jun, 00 | 3,000 | - |
| 30 Sep, 99 | 4,100 | -67.20% |
| 30 Jun, 99 | 12,500 | 60.26% |
| 31 Mar, 99 | 7,800 | - |
Wintrust Financial (WTFC) has 18.29M shares outstanding as of 30 Jun 24, down -68.54% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 29.75% | 0.33% |
| 31 Mar, 24 | 94.58% | 1.05% |
| 31 Dec, 23 | 94.78% | 1.12% |
| 30 Sep, 23 | 92.08% | 1.09% |
| 30 Jun, 23 | 91.94% | 1.08% |
| 31 Mar, 23 | 92.33% | 1.03% |
| 31 Dec, 22 | 94.80% | 1.16% |
| 30 Sep, 22 | 90.45% | 0.97% |
| 30 Jun, 22 | 96.69% | 1.18% |
| 31 Mar, 22 | 90.65% | 1.11% |
| 31 Dec, 21 | 90.37% | 1.12% |
| 30 Sep, 21 | 89.77% | 1.11% |
| 30 Jun, 21 | 90.07% | 1.08% |
| 31 Mar, 21 | 91.20% | 1.14% |
| 31 Dec, 20 | 89.31% | 1.10% |
| 30 Sep, 20 | 90.10% | 1.10% |
| 30 Jun, 20 | 90.55% | 1.12% |
| 31 Mar, 20 | 89.81% | 1.11% |
| 31 Dec, 19 | 89.98% | 1.17% |
| 30 Sep, 19 | 87.70% | 1.12% |
| 30 Jun, 19 | 88.68% | 1.09% |
| 31 Mar, 19 | 90.12% | 1.11% |
| 31 Dec, 18 | 90.26% | 1.14% |
| 30 Sep, 18 | 88.89% | 1.12% |
| 30 Jun, 18 | 89.25% | 1.08% |
| 31 Mar, 18 | 90.93% | 1.09% |
| 31 Dec, 17 | 91.54% | 1.07% |
| 30 Sep, 17 | 92.59% | 1.07% |
| 30 Jun, 17 | 92.98% | 0.99% |
| 31 Mar, 17 | 96.86% | 1.01% |
| 31 Dec, 16 | 97.77% | 1.12% |
| 30 Sep, 16 | 93.32% | 0.98% |
| 30 Jun, 16 | 97.56% | 1.09% |
| 31 Mar, 16 | 94.44% | 1.08% |
| 31 Dec, 15 | 93.55% | 1.05% |
| 30 Sep, 15 | 94.28% | 1.06% |
| 30 Jun, 15 | 94.21% | 1.07% |
| 31 Mar, 15 | 93.64% | 1.08% |
| 31 Dec, 14 | 93.13% | 1.05% |
| 30 Sep, 14 | 93.96% | 1.05% |
| 30 Jun, 14 | 94.52% | 1.04% |
| 31 Mar, 14 | 95.45% | 0.77% |
| 31 Dec, 13 | 111.63% | 1.00% |
| 30 Sep, 13 | 105.89% | 1.05% |
| 30 Jun, 13 | 100.26% | 3.81% |
| 31 Mar, 13 | 51.29% | 1.62% |
| 31 Dec, 12 | 56.18% | 1.81% |
| 30 Sep, 12 | 55.68% | 1.34% |
| 30 Jun, 12 | 64.54% | 1.73% |
| 31 Mar, 12 | 61.15% | 1.91% |
| 31 Dec, 11 | 56.54% | 2.29% |
| 30 Sep, 11 | 49.65% | 1.81% |
| 30 Jun, 11 | 52.36% | 1.76% |
| 31 Mar, 11 | 54.53% | 2.43% |
| 31 Dec, 10 | 47.35% | 5.00% |
| 30 Sep, 10 | 30.77% | 2.39% |
| 30 Jun, 10 | 35.86% | 1.60% |
| 31 Mar, 10 | 47.35% | 4.20% |
| 31 Dec, 09 | 33.59% | 2.78% |
| 30 Sep, 09 | 34.78% | 5.03% |
| 30 Jun, 09 | 26.31% | 2.71% |
| 31 Mar, 09 | 31.15% | 1.58% |
| 31 Dec, 08 | 44.37% | 6.37% |
| 30 Sep, 08 | 26.39% | 5.18% |
| 30 Jun, 08 | 22.58% | 8.86% |
| 31 Mar, 08 | 15.97% | 0.10% |
| 31 Dec, 07 | 126.67% | 18.32% |
| 30 Sep, 07 | 26.30% | 4.79% |
| 30 Jun, 07 | 23.44% | 35.60% |
| 31 Mar, 07 | 8.11% | 1.21% |
| 31 Dec, 06 | 25.86% | 4.78% |
| 30 Sep, 06 | 23.27% | 5.54% |
| 30 Jun, 06 | 20.49% | 9.67% |
| 31 Mar, 06 | 14.55% | 5.84% |
| 31 Dec, 05 | 15.79% | 3.75% |
| 30 Sep, 05 | 20.53% | 5.86% |
| 30 Jun, 05 | 18.73% | 2.65% |
| 31 Mar, 05 | 26.59% | 4.46% |
| 31 Dec, 04 | 24.41% | 7.30% |
| 30 Sep, 04 | 18.29% | 4.56% |
| 30 Jun, 04 | 20.02% | 14.53% |
| 31 Mar, 04 | 11.74% | 16.20% |
| 31 Dec, 03 | 8.51% | 11.09% |
| 30 Sep, 03 | 8.76% | 20.36% |
| 30 Jun, 03 | 6.56% | 5.58% |
| 31 Mar, 03 | 10.84% | 10.18% |
| 31 Dec, 02 | 10.32% | 31.21% |
| 30 Sep, 02 | 5.75% | 8.61% |
| 30 Jun, 02 | 8.17% | 21.72% |
| 31 Mar, 02 | 6.13% | 152.48% |
| 31 Dec, 01 | 2.01% | 20.39% |
| 30 Sep, 01 | 3.14% | 145.69% |
| 30 Jun, 01 | 1.47% | 2834.15% |
| 31 Mar, 01 | 0.23% | 207.43% |
| 31 Dec, 00 | 0.33% | 62169.26% |
| 30 Sep, 00 | 0.02% | 4431.14% |
| 30 Jun, 00 | 0.02% | - |
| 30 Sep, 99 | 0.03% | 329.16% |
| 30 Jun, 99 | 0.10% | 2509.75% |
| 31 Mar, 99 | 0.06% | - |
As of 30 Jun 24, Wintrust Financial is held by 29.75% institutional shareholders, representing a 0.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 85 | -54.79% |
| 31 Mar, 24 | 188 | -14.16% |
| 31 Dec, 23 | 219 | 57.55% |
| 30 Sep, 23 | 139 | -21.47% |
| 30 Jun, 23 | 177 | -3.28% |
| 31 Mar, 23 | 183 | -17.94% |
| 31 Dec, 22 | 223 | 44.81% |
| 30 Sep, 22 | 154 | -12.00% |
| 30 Jun, 22 | 175 | -0.57% |
| 31 Mar, 22 | 176 | 28.47% |
| 31 Dec, 21 | 137 | 6.20% |
| 30 Sep, 21 | 129 | 3.20% |
| 30 Jun, 21 | 125 | -6.72% |
| 31 Mar, 21 | 134 | 14.53% |
| 31 Dec, 20 | 117 | 1.74% |
| 30 Sep, 20 | 115 | -20.69% |
| 30 Jun, 20 | 145 | 16.00% |
| 31 Mar, 20 | 125 | -9.42% |
| 31 Dec, 19 | 138 | 15.00% |
| 30 Sep, 19 | 120 | -20.00% |
| 30 Jun, 19 | 150 | -6.25% |
| 31 Mar, 19 | 160 | -3.03% |
| 31 Dec, 18 | 165 | 9.27% |
| 30 Sep, 18 | 151 | 4.86% |
| 30 Jun, 18 | 144 | 16.13% |
| 31 Mar, 18 | 124 | -23.46% |
| 31 Dec, 17 | 162 | 2.53% |
| 30 Sep, 17 | 158 | 12.86% |
| 30 Jun, 17 | 140 | -9.68% |
| 31 Mar, 17 | 155 | 6.90% |
| 31 Dec, 16 | 145 | 35.51% |
| 30 Sep, 16 | 107 | -15.75% |
| 30 Jun, 16 | 127 | 24.51% |
| 31 Mar, 16 | 102 | 8.51% |
| 31 Dec, 15 | 94 | -10.48% |
| 30 Sep, 15 | 105 | 3.96% |
| 30 Jun, 15 | 101 | -6.48% |
| 31 Mar, 15 | 108 | 33.33% |
| 31 Dec, 14 | 81 | 3.85% |
| 30 Sep, 14 | 78 | -7.14% |
| 30 Jun, 14 | 84 | -11.58% |
| 31 Mar, 14 | 95 | -1.04% |
| 31 Dec, 13 | 96 | -12.73% |
| 30 Sep, 13 | 110 | -7.56% |
| 30 Jun, 13 | 119 | 153.19% |
| 31 Mar, 13 | 47 | 4.44% |
| 31 Dec, 12 | 45 | 28.57% |
| 30 Sep, 12 | 35 | 12.90% |
| 30 Jun, 12 | 31 | -13.89% |
| 31 Mar, 12 | 36 | 2.86% |
| 31 Dec, 11 | 35 | 20.69% |
| 30 Sep, 11 | 29 | -9.38% |
| 30 Jun, 11 | 32 | -17.95% |
| 31 Mar, 11 | 39 | -7.14% |
| 31 Dec, 10 | 42 | 68.00% |
| 30 Sep, 10 | 25 | -24.24% |
| 30 Jun, 10 | 33 | -8.33% |
| 31 Mar, 10 | 36 | 125.00% |
| 31 Dec, 09 | 16 | -52.94% |
| 30 Sep, 09 | 34 | 41.67% |
| 30 Jun, 09 | 24 | 9.09% |
| 31 Mar, 09 | 22 | -24.14% |
| 31 Dec, 08 | 29 | -6.45% |
| 30 Sep, 08 | 31 | 47.62% |
| 30 Jun, 08 | 21 | -8.70% |
| 31 Mar, 08 | 23 | - |
| 31 Dec, 07 | 23 | 35.29% |
| 30 Sep, 07 | 17 | -10.53% |
| 30 Jun, 07 | 19 | 5.56% |
| 31 Mar, 07 | 18 | -5.26% |
| 31 Dec, 06 | 19 | -17.39% |
| 30 Sep, 06 | 23 | 15.00% |
| 30 Jun, 06 | 20 | -9.09% |
| 31 Mar, 06 | 22 | 10.00% |
| 31 Dec, 05 | 20 | -4.76% |
| 30 Sep, 05 | 21 | -4.55% |
| 30 Jun, 05 | 22 | 29.41% |
| 31 Mar, 05 | 17 | -15.00% |
| 31 Dec, 04 | 20 | 25.00% |
| 30 Sep, 04 | 16 | -20.00% |
| 30 Jun, 04 | 20 | -13.04% |
| 31 Mar, 04 | 23 | 91.67% |
| 31 Dec, 03 | 12 | -7.69% |
| 30 Sep, 03 | 13 | - |
| 30 Jun, 03 | 13 | -7.14% |
| 31 Mar, 03 | 14 | -6.67% |
| 31 Dec, 02 | 15 | 25.00% |
| 30 Sep, 02 | 12 | - |
| 30 Jun, 02 | 12 | -14.29% |
| 31 Mar, 02 | 14 | 366.67% |
| 31 Dec, 01 | 3 | -50.00% |
| 30 Sep, 01 | 6 | - |
| 30 Jun, 01 | 6 | 500.00% |
| 31 Mar, 01 | 1 | -50.00% |
| 31 Dec, 00 | 2 | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 1 | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 1 | -50.00% |
| 31 Mar, 99 | 2 | - |
85 institutional shareholders have increased their position in WTFC stock as of 30 Jun 24 compared to 188 in the previous quarter (a -54.79% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 58 | -58.57% |
| 31 Mar, 24 | 140 | 13.82% |
| 31 Dec, 23 | 123 | -15.75% |
| 30 Sep, 23 | 146 | 29.20% |
| 30 Jun, 23 | 113 | -16.91% |
| 31 Mar, 23 | 136 | 24.77% |
| 31 Dec, 22 | 109 | -18.66% |
| 30 Sep, 22 | 134 | 16.52% |
| 30 Jun, 22 | 115 | 5.50% |
| 31 Mar, 22 | 109 | -16.15% |
| 31 Dec, 21 | 130 | 17.12% |
| 30 Sep, 21 | 111 | -7.50% |
| 30 Jun, 21 | 120 | 4.35% |
| 31 Mar, 21 | 115 | 11.65% |
| 31 Dec, 20 | 103 | 0.98% |
| 30 Sep, 20 | 102 | 15.91% |
| 30 Jun, 20 | 88 | - |
| 31 Mar, 20 | 88 | -11.11% |
| 31 Dec, 19 | 99 | -25.00% |
| 30 Sep, 19 | 132 | 10.00% |
| 30 Jun, 19 | 120 | 20.00% |
| 31 Mar, 19 | 100 | -15.97% |
| 31 Dec, 18 | 119 | -5.56% |
| 30 Sep, 18 | 126 | 8.62% |
| 30 Jun, 18 | 116 | -10.77% |
| 31 Mar, 18 | 130 | 18.18% |
| 31 Dec, 17 | 110 | 35.80% |
| 30 Sep, 17 | 81 | -14.74% |
| 30 Jun, 17 | 95 | 5.56% |
| 31 Mar, 17 | 90 | 2.27% |
| 31 Dec, 16 | 88 | 22.22% |
| 30 Sep, 16 | 72 | 4.35% |
| 30 Jun, 16 | 69 | 6.15% |
| 31 Mar, 16 | 65 | -15.58% |
| 31 Dec, 15 | 77 | 22.22% |
| 30 Sep, 15 | 63 | -1.56% |
| 30 Jun, 15 | 64 | 3.23% |
| 31 Mar, 15 | 62 | -13.89% |
| 31 Dec, 14 | 72 | - |
| 30 Sep, 14 | 72 | 22.03% |
| 30 Jun, 14 | 59 | 3.51% |
| 31 Mar, 14 | 57 | -14.93% |
| 31 Dec, 13 | 67 | 63.41% |
| 30 Sep, 13 | 41 | 57.69% |
| 30 Jun, 13 | 26 | 23.81% |
| 31 Mar, 13 | 21 | -16.00% |
| 31 Dec, 12 | 25 | 13.64% |
| 30 Sep, 12 | 22 | 4.76% |
| 30 Jun, 12 | 21 | 16.67% |
| 31 Mar, 12 | 18 | 50.00% |
| 31 Dec, 11 | 12 | -7.69% |
| 30 Sep, 11 | 13 | - |
| 30 Jun, 11 | 13 | -18.75% |
| 31 Mar, 11 | 16 | 300.00% |
| 31 Dec, 10 | 4 | -63.64% |
| 30 Sep, 10 | 11 | -15.38% |
| 30 Jun, 10 | 13 | 116.67% |
| 31 Mar, 10 | 6 | -70.00% |
| 31 Dec, 09 | 20 | 100.00% |
| 30 Sep, 09 | 10 | 25.00% |
| 30 Jun, 09 | 8 | - |
| 31 Mar, 09 | 8 | -27.27% |
| 31 Dec, 08 | 11 | 83.33% |
| 30 Sep, 08 | 6 | - |
| 30 Jun, 08 | 6 | -45.45% |
| 31 Mar, 08 | 11 | - |
| 31 Dec, 07 | 11 | 10.00% |
| 30 Sep, 07 | 10 | -9.09% |
| 30 Jun, 07 | 11 | 83.33% |
| 31 Mar, 07 | 6 | -45.45% |
| 31 Dec, 06 | 11 | 57.14% |
| 30 Sep, 06 | 7 | -41.67% |
| 30 Jun, 06 | 12 | 33.33% |
| 31 Mar, 06 | 9 | - |
| 31 Dec, 05 | 9 | 12.50% |
| 30 Sep, 05 | 8 | 14.29% |
| 30 Jun, 05 | 7 | - |
| 31 Mar, 05 | 7 | 40.00% |
| 31 Dec, 04 | 5 | - |
| 30 Sep, 04 | 5 | - |
| 30 Jun, 04 | 5 | - |
| 31 Mar, 04 | 5 | -37.50% |
| 31 Dec, 03 | 8 | 166.67% |
| 30 Sep, 03 | 3 | -25.00% |
| 30 Jun, 03 | 4 | - |
| 31 Mar, 03 | 4 | 33.33% |
| 31 Dec, 02 | 3 | - |
| 30 Sep, 02 | 3 | 50.00% |
| 30 Jun, 02 | 2 | - |
| 31 Mar, 02 | - | -100.00% |
| 31 Dec, 01 | 3 | 200.00% |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | - | - |
| 31 Mar, 01 | - | - |
| 31 Dec, 00 | - | - |
| 30 Sep, 00 | - | - |
| 30 Jun, 00 | - | - |
| 30 Sep, 99 | - | - |
| 30 Jun, 99 | - | - |
| 31 Mar, 99 | - | - |
58 institutional shareholders have reduced their position in WTFC stock as of 30 Jun 24 compared to 140 in the previous quarter (a -58.57% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 188 | -51.42% | 18,293,112 | -68.54% | 29.75% | 0.33% | 85 | -54.79% | 58 | -58.57% |
| 31 Mar, 24 | 387 | -0.77% | 58,146,940 | 0.33% | 94.58% | 1.05% | 188 | -14.16% | 140 | 13.82% |
| 31 Dec, 23 | 390 | 12.39% | 57,956,559 | 2.83% | 94.78% | 1.12% | 219 | 57.55% | 123 | -15.75% |
| 30 Sep, 23 | 347 | -1.42% | 56,363,794 | 0.18% | 92.08% | 1.09% | 139 | -21.47% | 146 | 29.20% |
| 30 Jun, 23 | 352 | -9.04% | 56,261,686 | -0.02% | 91.94% | 1.08% | 177 | -3.28% | 113 | -16.91% |
| 31 Mar, 23 | 387 | -2.52% | 56,273,988 | 0.26% | 92.33% | 1.03% | 183 | -17.94% | 136 | 24.77% |
| 31 Dec, 22 | 397 | 13.11% | 56,128,415 | 2.16% | 94.80% | 1.16% | 223 | 44.81% | 109 | -18.66% |
| 30 Sep, 22 | 351 | 0.29% | 54,939,421 | -2.14% | 90.45% | 0.97% | 154 | -12.00% | 134 | 16.52% |
| 30 Jun, 22 | 350 | -0.28% | 56,138,941 | 8.28% | 96.69% | 1.18% | 175 | -0.57% | 115 | 5.50% |
| 31 Mar, 22 | 351 | 7.34% | 51,846,730 | 0.66% | 90.65% | 1.11% | 176 | 28.47% | 109 | -16.15% |
| 31 Dec, 21 | 327 | 7.21% | 51,505,356 | 0.66% | 90.37% | 1.12% | 137 | 6.20% | 130 | 17.12% |
| 30 Sep, 21 | 305 | 0.66% | 51,168,541 | -0.42% | 89.77% | 1.11% | 129 | 3.20% | 111 | -7.50% |
| 30 Jun, 21 | 303 | 1.00% | 51,385,744 | -0.98% | 90.07% | 1.08% | 125 | -6.72% | 120 | 4.35% |
| 31 Mar, 21 | 300 | 10.70% | 51,896,560 | 1.02% | 91.20% | 1.14% | 134 | 14.53% | 115 | 11.65% |
| 31 Dec, 20 | 271 | 4.23% | 51,373,129 | -1.01% | 89.31% | 1.10% | 117 | 1.74% | 103 | 0.98% |
| 30 Sep, 20 | 260 | -1.89% | 51,897,096 | -0.44% | 90.10% | 1.10% | 115 | -20.69% | 102 | 15.91% |
| 30 Jun, 20 | 265 | 3.92% | 52,127,386 | 0.74% | 90.55% | 1.12% | 145 | 16.00% | 88 | - |
| 31 Mar, 20 | 255 | -8.93% | 51,745,962 | -0.05% | 89.81% | 1.11% | 125 | -9.42% | 88 | -11.11% |
| 31 Dec, 19 | 280 | -7.28% | 51,772,247 | 4.13% | 89.98% | 1.17% | 138 | 15.00% | 99 | -25.00% |
| 30 Sep, 19 | 302 | -7.65% | 49,719,126 | -1.05% | 87.70% | 1.12% | 120 | -20.00% | 132 | 10.00% |
| 30 Jun, 19 | 327 | 7.57% | 50,245,893 | -1.37% | 88.68% | 1.09% | 150 | -6.25% | 120 | 20.00% |
| 31 Mar, 19 | 304 | -5.88% | 50,945,616 | 0.09% | 90.12% | 1.11% | 160 | -3.03% | 100 | -15.97% |
| 31 Dec, 18 | 323 | -1.22% | 50,902,238 | 1.59% | 90.26% | 1.14% | 165 | 9.27% | 119 | -5.56% |
| 30 Sep, 18 | 327 | 2.51% | 50,105,602 | -0.29% | 88.89% | 1.12% | 151 | 4.86% | 126 | 8.62% |
| 30 Jun, 18 | 319 | 5.28% | 50,249,577 | -1.56% | 89.25% | 1.08% | 144 | 16.13% | 116 | -10.77% |
| 31 Mar, 18 | 303 | -2.26% | 51,043,444 | -0.29% | 90.93% | 1.09% | 124 | -23.46% | 130 | 18.18% |
| 31 Dec, 17 | 310 | 8.01% | 51,191,732 | -0.91% | 91.54% | 1.07% | 162 | 2.53% | 110 | 35.80% |
| 30 Sep, 17 | 287 | 5.13% | 51,659,506 | 1.43% | 92.59% | 1.07% | 158 | 12.86% | 81 | -14.74% |
| 30 Jun, 17 | 273 | -4.21% | 50,930,390 | 0.60% | 92.98% | 0.99% | 140 | -9.68% | 95 | 5.56% |
| 31 Mar, 17 | 285 | 7.55% | 50,624,586 | 2.99% | 96.86% | 1.01% | 155 | 6.90% | 90 | 2.27% |
| 31 Dec, 16 | 265 | 22.69% | 49,157,134 | 1.93% | 97.77% | 1.12% | 145 | 35.51% | 88 | 22.22% |
| 30 Sep, 16 | 216 | -0.46% | 48,225,792 | 0.60% | 93.32% | 0.98% | 107 | -15.75% | 72 | 4.35% |
| 30 Jun, 16 | 217 | 14.81% | 47,939,508 | 4.78% | 97.56% | 1.09% | 127 | 24.51% | 69 | 6.15% |
| 31 Mar, 16 | 189 | -1.05% | 45,752,666 | 2.24% | 94.44% | 1.08% | 102 | 8.51% | 65 | -15.58% |
| 31 Dec, 15 | 191 | -0.52% | 44,752,114 | -1.43% | 93.55% | 1.05% | 94 | -10.48% | 77 | 22.22% |
| 30 Sep, 15 | 192 | -1.54% | 45,401,818 | 1.31% | 94.28% | 1.06% | 105 | 3.96% | 63 | -1.56% |
| 30 Jun, 15 | 195 | 2.09% | 44,815,217 | 1.31% | 94.21% | 1.07% | 101 | -6.48% | 64 | 3.23% |
| 31 Mar, 15 | 191 | 4.95% | 44,234,393 | 2.10% | 93.64% | 1.08% | 108 | 33.33% | 62 | -13.89% |
| 31 Dec, 14 | 182 | 0.55% | 43,326,348 | -1.13% | 93.13% | 1.05% | 81 | 3.85% | 72 | - |
| 30 Sep, 14 | 181 | 2.26% | 43,821,867 | -0.34% | 93.96% | 1.05% | 78 | -7.14% | 72 | 22.03% |
| 30 Jun, 14 | 177 | -0.56% | 43,972,797 | -0.28% | 94.52% | 1.04% | 84 | -11.58% | 59 | 3.51% |
| 31 Mar, 14 | 178 | -4.30% | 44,095,385 | 2.07% | 95.45% | 0.77% | 95 | -1.04% | 57 | -14.93% |
| 31 Dec, 13 | 186 | 5.68% | 43,199,787 | 3.72% | 111.63% | 1.00% | 96 | -12.73% | 67 | 63.41% |
| 30 Sep, 13 | 176 | 11.39% | 41,648,824 | 10.82% | 105.89% | 1.05% | 110 | -7.56% | 41 | 57.69% |
| 30 Jun, 13 | 158 | 110.67% | 37,582,655 | 98.18% | 100.26% | 3.81% | 119 | 153.19% | 26 | 23.81% |
| 31 Mar, 13 | 75 | -2.60% | 18,964,321 | -7.18% | 51.29% | 1.62% | 47 | 4.44% | 21 | -16.00% |
| 31 Dec, 12 | 77 | 24.19% | 20,431,654 | 0.86% | 56.18% | 1.81% | 45 | 28.57% | 25 | 13.64% |
| 30 Sep, 12 | 62 | -3.13% | 20,256,749 | -13.60% | 55.68% | 1.34% | 35 | 12.90% | 22 | 4.76% |
| 30 Jun, 12 | 64 | 1.59% | 23,446,139 | 5.90% | 64.54% | 1.73% | 31 | -13.89% | 21 | 16.67% |
| 31 Mar, 12 | 63 | 10.53% | 22,140,570 | 8.15% | 61.15% | 1.91% | 36 | 2.86% | 18 | 50.00% |
| 31 Dec, 11 | 57 | 9.62% | 20,471,543 | 15.98% | 56.54% | 2.29% | 35 | 20.69% | 12 | -7.69% |
| 30 Sep, 11 | 52 | -5.45% | 17,651,476 | -3.59% | 49.65% | 1.81% | 29 | -9.38% | 13 | - |
| 30 Jun, 11 | 55 | -6.78% | 18,309,533 | -3.87% | 52.36% | 1.76% | 32 | -17.95% | 13 | -18.75% |
| 31 Mar, 11 | 59 | 18.00% | 19,046,506 | 15.18% | 54.53% | 2.43% | 39 | -7.14% | 16 | 300.00% |
| 31 Dec, 10 | 50 | 8.70% | 16,536,955 | 72.72% | 47.35% | 5.00% | 42 | 68.00% | 4 | -63.64% |
| 30 Sep, 10 | 46 | -19.30% | 9,574,573 | -14.07% | 30.77% | 2.39% | 25 | -24.24% | 11 | -15.38% |
| 30 Jun, 10 | 57 | 11.76% | 11,141,675 | -9.30% | 35.86% | 1.60% | 33 | -8.33% | 13 | 116.67% |
| 31 Mar, 10 | 51 | 30.77% | 12,284,157 | 52.30% | 47.35% | 4.20% | 36 | 125.00% | 6 | -70.00% |
| 31 Dec, 09 | 39 | -15.22% | 8,065,823 | -3.58% | 33.59% | 2.78% | 16 | -52.94% | 20 | 100.00% |
| 30 Sep, 09 | 46 | 21.05% | 8,365,246 | 32.69% | 34.78% | 5.03% | 34 | 41.67% | 10 | 25.00% |
| 30 Jun, 09 | 38 | 15.15% | 6,304,236 | -15.15% | 26.31% | 2.71% | 24 | 9.09% | 8 | - |
| 31 Mar, 09 | 33 | -28.26% | 7,430,028 | -29.80% | 31.15% | 1.58% | 22 | -24.14% | 8 | -27.27% |
| 31 Dec, 08 | 46 | 4.55% | 10,583,599 | 69.59% | 44.37% | 6.37% | 29 | -6.45% | 11 | 83.33% |
| 30 Sep, 08 | 44 | 37.50% | 6,240,607 | 17.07% | 26.39% | 5.18% | 31 | 47.62% | 6 | - |
| 30 Jun, 08 | 32 | -20.00% | 5,330,478 | 41.95% | 22.58% | 8.86% | 21 | -8.70% | 6 | -45.45% |
| 31 Mar, 08 | 40 | 5.26% | 3,755,228 | -87.70% | 15.97% | 0.10% | 23 | - | 11 | - |
| 31 Dec, 07 | 38 | 31.03% | 30,535,756 | 387.98% | 126.67% | 18.32% | 23 | 35.29% | 11 | 10.00% |
| 30 Sep, 07 | 29 | -14.71% | 6,257,584 | 10.54% | 26.30% | 4.79% | 17 | -10.53% | 10 | -9.09% |
| 30 Jun, 07 | 34 | 13.33% | 5,660,750 | 178.76% | 23.44% | 35.60% | 19 | 5.56% | 11 | 83.33% |
| 31 Mar, 07 | 30 | -11.76% | 2,030,658 | -68.61% | 8.11% | 1.21% | 18 | -5.26% | 6 | -45.45% |
| 31 Dec, 06 | 34 | - | 6,468,722 | 8.37% | 25.86% | 4.78% | 19 | -17.39% | 11 | 57.14% |
| 30 Sep, 06 | 34 | -2.86% | 5,969,350 | 17.80% | 23.27% | 5.54% | 23 | 15.00% | 7 | -41.67% |
| 30 Jun, 06 | 35 | 6.06% | 5,067,495 | 44.74% | 20.49% | 9.67% | 20 | -9.09% | 12 | 33.33% |
| 31 Mar, 06 | 33 | 3.13% | 3,501,158 | -7.83% | 14.55% | 5.84% | 22 | 10.00% | 9 | - |
| 31 Dec, 05 | 32 | 6.67% | 3,798,753 | -21.66% | 15.79% | 3.75% | 20 | -4.76% | 9 | 12.50% |
| 30 Sep, 05 | 30 | -9.09% | 4,848,992 | 10.17% | 20.53% | 5.86% | 21 | -4.55% | 8 | 14.29% |
| 30 Jun, 05 | 33 | 10.00% | 4,401,176 | -24.19% | 18.73% | 2.65% | 22 | 29.41% | 7 | - |
| 31 Mar, 05 | 30 | 11.11% | 5,805,449 | 15.19% | 26.59% | 4.46% | 17 | -15.00% | 7 | 40.00% |
| 31 Dec, 04 | 27 | -3.57% | 5,039,834 | 34.18% | 24.41% | 7.30% | 20 | 25.00% | 5 | - |
| 30 Sep, 04 | 28 | -9.68% | 3,755,980 | -7.83% | 18.29% | 4.56% | 16 | -20.00% | 5 | - |
| 30 Jun, 04 | 31 | 3.33% | 4,075,184 | 72.29% | 20.02% | 14.53% | 20 | -13.04% | 5 | - |
| 31 Mar, 04 | 30 | 25.00% | 2,365,260 | 37.89% | 11.74% | 16.20% | 23 | 91.67% | 5 | -37.50% |
| 31 Dec, 03 | 24 | 26.32% | 1,715,279 | 11.11% | 8.51% | 11.09% | 12 | -7.69% | 8 | 166.67% |
| 30 Sep, 03 | 19 | 11.76% | 1,543,804 | 35.16% | 8.76% | 20.36% | 13 | - | 3 | -25.00% |
| 30 Jun, 03 | 17 | -15.00% | 1,142,171 | -39.14% | 6.56% | 5.58% | 13 | -7.14% | 4 | - |
| 31 Mar, 03 | 20 | -9.09% | 1,876,684 | 5.06% | 10.84% | 10.18% | 14 | -6.67% | 4 | 33.33% |
| 31 Dec, 02 | 22 | 46.67% | 1,786,284 | 81.50% | 10.32% | 31.21% | 15 | 25.00% | 3 | - |
| 30 Sep, 02 | 15 | 7.14% | 984,203 | -24.50% | 5.75% | 8.61% | 12 | - | 3 | 50.00% |
| 30 Jun, 02 | 14 | - | 1,303,531 | 40.94% | 8.17% | 21.72% | 12 | -14.29% | 2 | - |
| 31 Mar, 02 | 14 | 133.33% | 924,896 | 205.83% | 6.13% | 152.48% | 14 | 366.67% | - | -100.00% |
| 31 Dec, 01 | 6 | -14.29% | 302,424 | -33.46% | 2.01% | 20.39% | 3 | -50.00% | 3 | 200.00% |
| 30 Sep, 01 | 7 | -12.50% | 454,532 | 138.46% | 3.14% | 145.69% | 6 | - | 1 | - |
| 30 Jun, 01 | 8 | 166.67% | 190,608 | 548.22% | 1.47% | 2834.15% | 6 | 500.00% | - | - |
| 31 Mar, 01 | 3 | - | 29,405 | -31.30% | 0.23% | 207.43% | 1 | -50.00% | - | - |
| 31 Dec, 00 | 3 | 200.00% | 42,805 | 1326.83% | 0.33% | 62169.26% | 2 | - | - | - |
| 30 Sep, 00 | 1 | - | 3,000 | - | 0.02% | 4431.14% | - | -100.00% | - | - |
| 30 Jun, 00 | 1 | - | 3,000 | - | 0.02% | - | 1 | - | - | - |
| 30 Sep, 99 | 1 | -50.00% | 4,100 | -67.20% | 0.03% | 329.16% | - | -100.00% | - | - |
| 30 Jun, 99 | 2 | - | 12,500 | 60.26% | 0.10% | 2509.75% | 1 | -50.00% | - | - |
| 31 Mar, 99 | 2 | - | 7,800 | - | 0.06% | - | 2 | - | - | - |
Wintrust Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Wintrust Financial's stock was made by POSTMA RICHARD L on Aug 02 2024, selling - shares at - per share (valued at -). The last insider buy of WTFC was made by Smith Gregory A on Jun 05 2024, buying 600 shares at $94.61 per share (worth $56.77K).
Wintrust Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 18 | 2 | 900.00% |
| Q1 2024 | 23 | 23 | 100.00% |
| Q4 2023 | 12 | 4 | 300.00% |
| Q3 2023 | 14 | 1 | 1400.00% |
| Q2 2023 | 14 | 1 | 1400.00% |
| Q1 2023 | 23 | 8 | 287.50% |
| Q4 2022 | 15 | 10 | 150.00% |
| Q3 2022 | 12 | - | - |
| Q2 2022 | 13 | - | - |
| Q1 2022 | 20 | 3 | 666.67% |
| Q4 2021 | 13 | 6 | 216.67% |
| Q3 2021 | 11 | 3 | 366.67% |
| Q2 2021 | 13 | 5 | 260.00% |
| Q1 2021 | 24 | 6 | 400.00% |
| Q4 2020 | 18 | 11 | 163.64% |
| Q3 2020 | 17 | - | - |
| Q2 2020 | 16 | 2 | 800.00% |
| Q1 2020 | 26 | 13 | 200.00% |
| Q4 2019 | 16 | 5 | 320.00% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Wintrust Financial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | 4 | 1 | 400.00% |
| Q1 2024 | - | 7 | - |
| Q4 2023 | - | - | - |
| Q3 2023 | 2 | - | - |
| Q2 2023 | 2 | - | - |
| Q1 2023 | 3 | 1 | 300.00% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | 1 | - |
| Q4 2021 | 1 | 2 | 50.00% |
| Q3 2021 | - | 2 | - |
| Q2 2021 | - | 4 | - |
| Q1 2021 | - | 3 | - |
| Q4 2020 | 1 | 4 | 25.00% |
| Q3 2020 | 4 | - | - |
| Q2 2020 | 3 | - | - |
| Q1 2020 | 2 | 1 | 200.00% |
| Q4 2019 | 1 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Wintrust Financial's stocks.
Wintrust Financial Peer Ownership
| Ticker | Company |
|---|---|
| CTBI | Community Trust Bancorp, Inc. |
| IBTX | Independent Bank Group, Inc. |
| PB | Prosperity Bancshares, Inc. |
| BOKF | BOK Financial Corporation |
| UBSI | United Bankshares, Inc. |
| CBSH | Commerce Bancshares, Inc. |
| FCCO | First Community Corporation |
| TCBK | TriCo Bancshares |
| TCBI | Texas Capital Bancshares, Inc. |
| CWBC | Community West Bancshares |
| FFNW | First Financial Northwest, Inc. |
| BMRC | Bank of Marin Bancorp |
| THFF | First Financial Corporation |
| VABK | Virginia National Bankshares Corporation |
| UMBF | UMB Financial Corporation |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| FFIN | First Financial Bankshares, Inc. |
| FNWB | First Northwest Bancorp |
WTFC Ownership FAQ
Who Owns Wintrust Financial?
Wintrust Financial is owned by institutional shareholders (29.75%), insiders (1.59%), and public (68.65%). The largest institutional shareholder of Wintrust Financial is VANGUARD GROUP INC (10.54% of total shares) and the top mutual fund owner is Angel Oak Financial Strategies Income Term Trust (1.15% of total shares).
Who are the major institutional shareholders of Wintrust Financial?
Wintrust Financial's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., FMR LLC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 36.16% of the company's share outstanding.
How many Wintrust Financial shareholders are there?
As of Jun 2024, there are 188 institutional shareholders of Wintrust Financial.
What percentage of Wintrust Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 6.48M shares of Wintrust Financial, representing 10.54% of the company's total shares outstanding, valued at $638.46M (as of Jun 2024).
What percentage of Wintrust Financial is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 5.72M shares of Wintrust Financial (WTFC), compromising 9.30% of the company, valued at $563.47M.
What percentage of Wintrust Financial is owned by FMR LLC?
FMR LLC is the third largest holder of Wintrust Financial. The company owns 4.52M of the company's shares outstanding (worth $445.19M).