Wintrust Financial Ownership 2024 | Who Owns Wintrust Financial Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

29.75%

Insider Ownership

1.50%

Retail Ownership

68.75%

Institutional Holders

188.00

Wintrust Financial Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC10.54%0.01%6,477,84025,0870.39%638,455,910Jun 30, 2024
BLACKROCK INC.9.30%0.01%5,717,00118,1460.32%563,467,587Jun 30, 2024
FMR LLC7.35%0.03%4,516,927166,7023.83%445,188,306Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP4.91%0.08%3,017,295146,0905.09%297,375,635Jun 30, 2024
STATE STREET CORP4.07%0.01%2,500,837-55,171-2.16%246,482,495,000Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS2.91%0.04%1,786,629148,5449.07%176,090,154Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC2.68%0.16%1,646,136-114,734-6.52%162,243,165Jun 30, 2024
JPMORGAN CHASE & CO2.30%0.01%1,413,596-99,872-6.60%139,324,025Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC1.91%0.07%1,174,943-155,320-11.68%115,803,836,000Jun 30, 2024
INVESCO LTD.1.89%0.02%1,160,03886,6018.07%114,333,321Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.1.86%0.48%1,143,765-76,547-6.27%112,729,501Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.73%0.01%1,062,73123,7752.29%104,769,501Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.65%0.03%1,011,889-35,248-3.37%99,731,780Jun 30, 2024
CHANNING CAPITAL MANAGEMENT, LLC1.33%2.21%816,515132,03719.29%80,475,718Jun 30, 2024
FEDERATED HERMES, INC.1.33%0.19%815,46614,0871.76%80,372,328,000Jun 30, 2024
JANUS HENDERSON GROUP PLC1.31%0.04%803,460-3,297-0.41%79,189,978Jun 30, 2024
REINHART PARTNERS, INC.1.19%3.01%734,1512,8060.38%72,357,876Jun 30, 2024
FIRST TRUST ADVISORS LP1.19%0.07%734,029109,71017.57%72,345,898Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.10%0.01%673,637-4,758-0.70%66,393,732Jun 30, 2024
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.1.03%0.70%630,82484,68715.51%62,174,013Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC.0.06%5.15%36,849--3,631,837Jun 30, 2024
STIEVEN CAPITAL ADVISORS, L.P.0.35%4.65%213,060-3,000-1.39%20,999,194Jun 30, 2024
STRATEGIC VALUE BANK PARTNERS LLC0.11%4.54%69,533--6,853,172Jun 30, 2024
MALTESE CAPITAL MANAGEMENT LLC0.35%3.96%217,50022,50011.54%21,436,800Jun 30, 2024
REINHART PARTNERS, INC.1.19%3.01%734,1512,8060.38%72,357,876Jun 30, 2024
GLOBAL ALPHA CAPITAL MANAGEMENT LTD.0.58%2.55%355,05311,8003.44%34,994,024Jun 30, 2024
PETIOLE USA LTD0.05%2.46%29,750--2,932,160Jun 30, 2024
EJF CAPITAL LLC0.05%2.27%31,140-4,578-12.82%3,069,158Jun 30, 2024
MOODY ALDRICH PARTNERS LLC0.19%2.23%116,01813,31512.96%11,434,734Jun 30, 2024
CHANNING CAPITAL MANAGEMENT, LLC1.33%2.21%816,515132,03719.29%80,475,718Jun 30, 2024
SAPIENCE INVESTMENTS, LLC0.06%1.92%38,158-20,956-35.45%3,760,852Jun 30, 2024
ELIZABETH PARK CAPITAL ADVISORS, LTD.0.03%1.83%21,39221,392100.00%2,108,396Jun 30, 2024
PREMIER FUND MANAGERS LTD0.65%1.54%400,176--38,287,000Jun 30, 2024
LEEWARD INVESTMENTS, LLC - MA0.45%1.25%276,71014,6795.60%27,272,538Jun 30, 2024
SHAKER INVESTMENTS LLC/OH0.05%1.24%28,832-5,424-15.83%2,841,682Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC0.46%1.15%282,324-35,231-11.09%27,825,853Jun 30, 2024
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC.0.18%0.96%111,0921,2661.15%10,949,228Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC0.14%0.91%88,317-269,834-75.34%8,704,524Jun 30, 2024
NICHOLAS INVESTMENT PARTNERS, LP0.12%0.75%73,2507140.98%7,219,520Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.57%0.74%352,332-10,634-2.93%34,725,842Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.86%0.01%530,358530,358100.00%52,272,084Jun 30, 2024
FMR LLC7.35%0.03%4,516,927166,7023.83%445,188,306Jun 30, 2024
CAPITAL INTERNATIONAL INVESTORS2.91%0.04%1,786,629148,5449.07%176,090,154Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP4.91%0.08%3,017,295146,0905.09%297,375,635Jun 30, 2024
CHANNING CAPITAL MANAGEMENT, LLC1.33%2.21%816,515132,03719.29%80,475,718Jun 30, 2024
F/M INVESTMENTS LLC0.20%0.43%120,237120,237100.00%11,850,067Jun 30, 2024
FIRST TRUST ADVISORS LP1.19%0.07%734,029109,71017.57%72,345,898Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.21%0.02%131,69091,691229.23%12,979,354Jun 30, 2024
INVESCO LTD.1.89%0.02%1,160,03886,6018.07%114,333,321Jun 30, 2024
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.1.03%0.70%630,82484,68715.51%62,174,013Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.04%78,10878,108100.00%7,698,324Jun 30, 2024
JENNISON ASSOCIATES LLC0.73%0.03%447,43871,63819.06%44,099,490Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.24%0.00%150,24363,15972.53%14,807,951Jun 30, 2024
NORTHERN TRUST CORP0.91%0.01%560,81342,4628.19%55,273,729,000Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.11%0.01%67,80641,722159.95%6,595,431Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.20%0.00%124,34133,75337.26%12,255,047Jun 30, 2024
SEI INVESTMENTS CO0.24%0.02%148,15129,83925.22%14,601,728,000Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND0.61%0.05%372,78728,2628.20%36,742,000Jun 30, 2024
UBS GROUP AG0.11%0.00%67,99227,53768.07%6,701,292Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.04%0.02%27,10527,105100.00%2,671,000Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC----272,197-100.00%-Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC0.14%0.91%88,317-269,834-75.34%8,704,524Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP0.40%0.00%248,152-193,166-43.77%24,457,861Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC1.91%0.07%1,174,943-155,320-11.68%115,803,836,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.44%0.01%273,051-117,467-30.08%26,911,907Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC2.68%0.16%1,646,136-114,734-6.52%162,243,165Jun 30, 2024
HOLOCENE ADVISORS, LP0.02%0.01%14,995-105,838-87.59%1,477,907Jun 30, 2024
WESTFIELD CAPITAL MANAGEMENT CO LP0.34%0.10%208,584-105,353-33.56%20,558,039Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.01%0.00%7,476-105,157-93.36%736,833Jun 30, 2024
JPMORGAN CHASE & CO2.30%0.01%1,413,596-99,872-6.60%139,324,025Jun 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%112,729,501Jun 30, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.01%0.02%5,235-64,840-92.53%515,962Jun 30, 2024
BARCLAYS PLC0.13%0.00%78,989-55,680-41.35%7,786,000Jun 30, 2024
STATE STREET CORP4.07%0.01%2,500,837-55,171-2.16%246,482,495,000Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.02%0.00%14,076-42,024-74.91%1,387,331Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP----38,044-100.00%-Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.03%0.00%17,158-36,436-67.99%1,691,092Jun 30, 2024
ALLIANCEBERNSTEIN L.P.1.65%0.03%1,011,889-35,248-3.37%99,731,780Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC0.46%1.15%282,324-35,231-11.09%27,825,853Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.86%0.01%530,358530,358100.00%52,272,084Jun 30, 2024
F/M INVESTMENTS LLC0.20%0.43%120,237120,237100.00%11,850,067Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.04%78,10878,108100.00%7,698,324Jun 30, 2024
ELIZABETH PARK CAPITAL ADVISORS, LTD.0.03%1.83%21,39221,392100.00%2,108,396Jun 30, 2024
D. E. SHAW & CO., INC.0.03%0.00%19,64919,649100.00%1,936,605Jun 30, 2024
BAYVIEW ASSET MANAGEMENT, LLC0.03%0.62%18,00018,000100.00%1,774,080Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD0.03%0.01%15,77615,776100.00%1,554,883Jun 30, 2024
CHOREO, LLC0.02%0.02%11,20911,209100.00%1,114,506Jun 30, 2024
TOROSO INVESTMENTS, LLC0.01%0.01%8,4848,484100.00%836,182Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.01%7,7207,720100.00%760,830Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.01%0.09%5,3025,302100.00%522,565Jun 30, 2024
SIMPLICITY WEALTH,LLC0.01%0.01%5,0005,000100.00%492,800Jun 30, 2024
RESOURCES INVESTMENT ADVISORS, LLC.0.01%0.01%4,9754,975100.00%490,336Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.01%0.01%4,5284,528100.00%446,280Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.01%0.00%3,5703,570100.00%351,842Jun 30, 2024
ATOM INVESTORS LP0.00%0.02%2,2482,248100.00%221,563Jun 30, 2024
PRINCETON CAPITAL MANAGEMENT LLC0.00%0.07%2,0722,072100.00%204,216Jun 30, 2024
NVERSES CAPITAL, LLC0.00%0.10%1,7001,700100.00%167,552Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%155155100.00%15,277Jun 30, 2024
COHEN & STEERS, INC.--2525100.00%2,000Jun 30, 2024
CULLEN/FROST BANKERS, INC.--2525100.00%2,464Jun 30, 2024
GLEN EAGLE ADVISORS, LLC-0.00%99100.00%891Jun 30, 2024
COUNTRY TRUST BANK--22100.00%197Jun 30, 2024
TFC FINANCIAL MANAGEMENT, INC.--11100.00%99Jun 30, 2024
INNEALTA CAPITAL, LLC--11100.00%99Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
Angel Oak Financial Strategies Income Term Trust1.15%5,000,000--Jan 31, 2024
Mairs & Power Funds Trust0.63%2,500,000--Mar 31, 2022
CALDWELL & ORKIN FUNDS INC0.37%5,101--Jan 31, 2024
AB TRUST0.36%338,160-14,550-4.13%Feb 29, 2024
WESMARK FUNDS0.29%1,000,0001,000,000-Mar 31, 2024
TAX MANAGED SMALL CAP PORTFOLIO0.24%12,388--Jan 31, 2024
Keeley Funds, Inc.0.19%47,908-3,757-7.27%Dec 29, 2023
Mairs & Power Funds Trust0.14%540,000--Mar 31, 2022
SPDR S&P MIDCAP 400 ETF TRUST0.13%500,6654,2280.85%Mar 28, 2024
Capitol Series Trust0.12%1,154,558-16,130-1.38%Mar 31, 2024
MFS SERIES TRUST XI0.10%500,272--Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II0.10%1,200,0001,200,000-Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.09%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 Fund0.08%2,496-179-6.69%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.08%460,112114,14532.99%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.08%43,036--Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST0.08%28,956--Mar 31, 2024
Nuveen Core Equity Alpha Fund0.08%5,650--Mar 31, 2024
LORD ABBETT RESEARCH FUND INC0.08%73,903-9,943-11.86%Feb 29, 2024
Vericimetry Funds0.06%5,134--Mar 31, 2024
RMB INVESTORS TRUST0.05%25,000--Dec 31, 2023
STATE STREET INSTITUTIONAL FUNDS0.04%35,570-24-0.07%Mar 31, 2024
Mairs & Power Funds Trust0.04%159,500-28,700-15.25%Mar 31, 2022
BNY MELLON INVESTMENT PORTFOLIOS0.04%22,795-1,116-4.67%Mar 31, 2024
VICTORY PORTFOLIOS0.04%1,211,050-28,200-2.28%Mar 31, 2024
LORD ABBETT SECURITIES TRUST0.04%175,625-732-0.42%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.04%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 INC0.03%15,0369776.95%Mar 31, 2024
Federated Hermes Index Trust0.03%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 Trust0.03%2,500,000--Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.03%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 INC0.02%1,638,08572,0824.60%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 Fund0.02%60,26860,268-Sep 30, 2022
FIDELITY PURITAN TRUST0.02%946,8837,4830.80%Jan 31, 2024
Zacks Trust0.02%1,6081,608-Feb 29, 2024
CALVERT IMPACT FUND INC0.02%203,496--Mar 31, 2024
ROYCE FUND0.02%112,15221,92324.30%Mar 31, 2024
GLENMEDE FUND INC0.02%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%484,98219,9584.29%Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.01%3,500,000--Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.01%7,200-2,830-28.22%Mar 31, 2024
Fidelity Commonwealth Trust II0.01%92,876--Aug 31, 2023
HENNESSY FUNDS TRUST0.01%27,000-7,000-20.59%Jan 31, 2024
ROYCE VALUE TRUST, INC.0.01%11,000--Mar 31, 2024
MFS SERIES TRUST I0.01%262,424--Feb 29, 2024
MASTER LARGE CAP SERIES LLC0.01%11,804--Mar 31, 2022
VANGUARD INDEX FUNDS0.01%5,449,414-915,663-14.39%Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 100.01%2,6002,000333.33%Jan 31, 2024
TRUST FOR PROFESSIONAL MANAGERS0.01%3,500,000--Mar 31, 2024
Humankind Benefit Corp0.01%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 Funds0.01%110,882--Mar 31, 2024
Voya EQUITY TRUST0.01%13,07860.05%Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.01%53,0516451.23%Jan 31, 2024
abrdn Funds0.01%117,471-29,684-20.17%Jan 31, 2024
FRONTIER FUNDS, INC.0.01%2,961--Mar 31, 2024
VALUED ADVISERS TRUST0.01%7,094--Jan 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST0.01%12,933--Mar 31, 2024
MASTER ADVANTAGE SMID CAP LLC0.01%881-2,312-72.41%Dec 31, 2020
TIAA SEPARATE ACCOUNT VA 10.01%1,577--Mar 31, 2024
FIDELITY MT VERNON STREET TRUST0.01%201,300--Feb 29, 2024
HARBOR FUNDS0.01%150,00012,1008.77%Jan 31, 2024
SIT MUTUAL FUNDS INC0.01%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 FUNDS0.01%49,637--Feb 29, 2024
FIDELITY COMMONWEALTH TRUST0.00%15,3372481.64%Feb 29, 2024
SYNTAX ETF TRUST0.00%143-10-6.54%Mar 31, 2024
Bernstein Fund Inc0.00%38,950--Mar 31, 2024
STERLING CAPITAL FUNDS0.00%95,587-6,682-6.53%Mar 28, 2024
VANGUARD HORIZON FUNDS0.00%104,760-87,078-45.39%Mar 31, 2024
Guggenheim Variable Funds Trust0.00%17,756--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND IV0.00%11,300-300-2.59%Mar 31, 2024
MFS SERIES TRUST XIII0.00%307,87765,80227.18%Feb 29, 2024
Guardian Variable Products Trust0.00%62,99116,58535.74%Mar 31, 2024
MFS VARIABLE INSURANCE TRUST0.00%114,925--Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%47,328--Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%369,76319,2035.48%Feb 29, 2024
PUTNAM INVESTMENT FUNDS0.00%16,000--Jan 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%6,266,000-550,000-8.07%Feb 29, 2024
JNL VARIABLE FUND LLC0.00%17,264-767-4.25%Mar 31, 2020
FIRST TRUST EXCHANGE-TRADED FUND0.00%30,149-1,538-4.85%Mar 31, 2024
Natixis Funds Trust IV0.00%916--Jan 31, 2024
FIDELITY ADVISOR SERIES VII0.00%24,366-9,400-27.84%Jan 31, 2024
AMG FUNDS0.00%82,647-5,698-6.45%Mar 28, 2024
Thrivent Core Funds0.00%177,064-14,143-7.40%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%578,26019,2073.44%Feb 29, 2024
Fidelity Central Investment Portfolios LLC0.00%140,879--Feb 29, 2024
IndexIQ ETF Trust0.00%6,144--Jan 31, 2024
NUVEEN INVESTMENT FUNDS INC0.00%89,268-323-0.36%Jan 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%101,3136,5296.89%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

DateHoldingsChange %
30 Jun, 24188-51.42%
31 Mar, 24387-0.77%
31 Dec, 2339012.39%
30 Sep, 23347-1.42%
30 Jun, 23352-9.04%
31 Mar, 23387-2.52%
31 Dec, 2239713.11%
30 Sep, 223510.29%
30 Jun, 22350-0.28%
31 Mar, 223517.34%
31 Dec, 213277.21%
30 Sep, 213050.66%
30 Jun, 213031.00%
31 Mar, 2130010.70%
31 Dec, 202714.23%
30 Sep, 20260-1.89%
30 Jun, 202653.92%
31 Mar, 20255-8.93%
31 Dec, 19280-7.28%
30 Sep, 19302-7.65%
30 Jun, 193277.57%
31 Mar, 19304-5.88%
31 Dec, 18323-1.22%
30 Sep, 183272.51%
30 Jun, 183195.28%
31 Mar, 18303-2.26%
31 Dec, 173108.01%
30 Sep, 172875.13%
30 Jun, 17273-4.21%
31 Mar, 172857.55%
31 Dec, 1626522.69%
30 Sep, 16216-0.46%
30 Jun, 1621714.81%
31 Mar, 16189-1.05%
31 Dec, 15191-0.52%
30 Sep, 15192-1.54%
30 Jun, 151952.09%
31 Mar, 151914.95%
31 Dec, 141820.55%
30 Sep, 141812.26%
30 Jun, 14177-0.56%
31 Mar, 14178-4.30%
31 Dec, 131865.68%
30 Sep, 1317611.39%
30 Jun, 13158110.67%
31 Mar, 1375-2.60%
31 Dec, 127724.19%
30 Sep, 1262-3.13%
30 Jun, 12641.59%
31 Mar, 126310.53%
31 Dec, 11579.62%
30 Sep, 1152-5.45%
30 Jun, 1155-6.78%
31 Mar, 115918.00%
31 Dec, 10508.70%
30 Sep, 1046-19.30%
30 Jun, 105711.76%
31 Mar, 105130.77%
31 Dec, 0939-15.22%
30 Sep, 094621.05%
30 Jun, 093815.15%
31 Mar, 0933-28.26%
31 Dec, 08464.55%
30 Sep, 084437.50%
30 Jun, 0832-20.00%
31 Mar, 08405.26%
31 Dec, 073831.03%
30 Sep, 0729-14.71%
30 Jun, 073413.33%
31 Mar, 0730-11.76%
31 Dec, 0634-
30 Sep, 0634-2.86%
30 Jun, 06356.06%
31 Mar, 06333.13%
31 Dec, 05326.67%
30 Sep, 0530-9.09%
30 Jun, 053310.00%
31 Mar, 053011.11%
31 Dec, 0427-3.57%
30 Sep, 0428-9.68%
30 Jun, 04313.33%
31 Mar, 043025.00%
31 Dec, 032426.32%
30 Sep, 031911.76%
30 Jun, 0317-15.00%
31 Mar, 0320-9.09%
31 Dec, 022246.67%
30 Sep, 02157.14%
30 Jun, 0214-
31 Mar, 0214133.33%
31 Dec, 016-14.29%
30 Sep, 017-12.50%
30 Jun, 018166.67%
31 Mar, 013-
31 Dec, 003200.00%
30 Sep, 001-
30 Jun, 001-
30 Sep, 991-50.00%
30 Jun, 992-
31 Mar, 992-

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

DateShares OutstandingChange %
30 Jun, 2418,293,112-68.54%
31 Mar, 2458,146,9400.33%
31 Dec, 2357,956,5592.83%
30 Sep, 2356,363,7940.18%
30 Jun, 2356,261,686-0.02%
31 Mar, 2356,273,9880.26%
31 Dec, 2256,128,4152.16%
30 Sep, 2254,939,421-2.14%
30 Jun, 2256,138,9418.28%
31 Mar, 2251,846,7300.66%
31 Dec, 2151,505,3560.66%
30 Sep, 2151,168,541-0.42%
30 Jun, 2151,385,744-0.98%
31 Mar, 2151,896,5601.02%
31 Dec, 2051,373,129-1.01%
30 Sep, 2051,897,096-0.44%
30 Jun, 2052,127,3860.74%
31 Mar, 2051,745,962-0.05%
31 Dec, 1951,772,2474.13%
30 Sep, 1949,719,126-1.05%
30 Jun, 1950,245,893-1.37%
31 Mar, 1950,945,6160.09%
31 Dec, 1850,902,2381.59%
30 Sep, 1850,105,602-0.29%
30 Jun, 1850,249,577-1.56%
31 Mar, 1851,043,444-0.29%
31 Dec, 1751,191,732-0.91%
30 Sep, 1751,659,5061.43%
30 Jun, 1750,930,3900.60%
31 Mar, 1750,624,5862.99%
31 Dec, 1649,157,1341.93%
30 Sep, 1648,225,7920.60%
30 Jun, 1647,939,5084.78%
31 Mar, 1645,752,6662.24%
31 Dec, 1544,752,114-1.43%
30 Sep, 1545,401,8181.31%
30 Jun, 1544,815,2171.31%
31 Mar, 1544,234,3932.10%
31 Dec, 1443,326,348-1.13%
30 Sep, 1443,821,867-0.34%
30 Jun, 1443,972,797-0.28%
31 Mar, 1444,095,3852.07%
31 Dec, 1343,199,7873.72%
30 Sep, 1341,648,82410.82%
30 Jun, 1337,582,65598.18%
31 Mar, 1318,964,321-7.18%
31 Dec, 1220,431,6540.86%
30 Sep, 1220,256,749-13.60%
30 Jun, 1223,446,1395.90%
31 Mar, 1222,140,5708.15%
31 Dec, 1120,471,54315.98%
30 Sep, 1117,651,476-3.59%
30 Jun, 1118,309,533-3.87%
31 Mar, 1119,046,50615.18%
31 Dec, 1016,536,95572.72%
30 Sep, 109,574,573-14.07%
30 Jun, 1011,141,675-9.30%
31 Mar, 1012,284,15752.30%
31 Dec, 098,065,823-3.58%
30 Sep, 098,365,24632.69%
30 Jun, 096,304,236-15.15%
31 Mar, 097,430,028-29.80%
31 Dec, 0810,583,59969.59%
30 Sep, 086,240,60717.07%
30 Jun, 085,330,47841.95%
31 Mar, 083,755,228-87.70%
31 Dec, 0730,535,756387.98%
30 Sep, 076,257,58410.54%
30 Jun, 075,660,750178.76%
31 Mar, 072,030,658-68.61%
31 Dec, 066,468,7228.37%
30 Sep, 065,969,35017.80%
30 Jun, 065,067,49544.74%
31 Mar, 063,501,158-7.83%
31 Dec, 053,798,753-21.66%
30 Sep, 054,848,99210.17%
30 Jun, 054,401,176-24.19%
31 Mar, 055,805,44915.19%
31 Dec, 045,039,83434.18%
30 Sep, 043,755,980-7.83%
30 Jun, 044,075,18472.29%
31 Mar, 042,365,26037.89%
31 Dec, 031,715,27911.11%
30 Sep, 031,543,80435.16%
30 Jun, 031,142,171-39.14%
31 Mar, 031,876,6845.06%
31 Dec, 021,786,28481.50%
30 Sep, 02984,203-24.50%
30 Jun, 021,303,53140.94%
31 Mar, 02924,896205.83%
31 Dec, 01302,424-33.46%
30 Sep, 01454,532138.46%
30 Jun, 01190,608548.22%
31 Mar, 0129,405-31.30%
31 Dec, 0042,8051326.83%
30 Sep, 003,000-
30 Jun, 003,000-
30 Sep, 994,100-67.20%
30 Jun, 9912,50060.26%
31 Mar, 997,800-

Wintrust Financial (WTFC) has 18.29M shares outstanding as of 30 Jun 24, down -68.54% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2429.75%0.33%
31 Mar, 2494.58%1.05%
31 Dec, 2394.78%1.12%
30 Sep, 2392.08%1.09%
30 Jun, 2391.94%1.08%
31 Mar, 2392.33%1.03%
31 Dec, 2294.80%1.16%
30 Sep, 2290.45%0.97%
30 Jun, 2296.69%1.18%
31 Mar, 2290.65%1.11%
31 Dec, 2190.37%1.12%
30 Sep, 2189.77%1.11%
30 Jun, 2190.07%1.08%
31 Mar, 2191.20%1.14%
31 Dec, 2089.31%1.10%
30 Sep, 2090.10%1.10%
30 Jun, 2090.55%1.12%
31 Mar, 2089.81%1.11%
31 Dec, 1989.98%1.17%
30 Sep, 1987.70%1.12%
30 Jun, 1988.68%1.09%
31 Mar, 1990.12%1.11%
31 Dec, 1890.26%1.14%
30 Sep, 1888.89%1.12%
30 Jun, 1889.25%1.08%
31 Mar, 1890.93%1.09%
31 Dec, 1791.54%1.07%
30 Sep, 1792.59%1.07%
30 Jun, 1792.98%0.99%
31 Mar, 1796.86%1.01%
31 Dec, 1697.77%1.12%
30 Sep, 1693.32%0.98%
30 Jun, 1697.56%1.09%
31 Mar, 1694.44%1.08%
31 Dec, 1593.55%1.05%
30 Sep, 1594.28%1.06%
30 Jun, 1594.21%1.07%
31 Mar, 1593.64%1.08%
31 Dec, 1493.13%1.05%
30 Sep, 1493.96%1.05%
30 Jun, 1494.52%1.04%
31 Mar, 1495.45%0.77%
31 Dec, 13111.63%1.00%
30 Sep, 13105.89%1.05%
30 Jun, 13100.26%3.81%
31 Mar, 1351.29%1.62%
31 Dec, 1256.18%1.81%
30 Sep, 1255.68%1.34%
30 Jun, 1264.54%1.73%
31 Mar, 1261.15%1.91%
31 Dec, 1156.54%2.29%
30 Sep, 1149.65%1.81%
30 Jun, 1152.36%1.76%
31 Mar, 1154.53%2.43%
31 Dec, 1047.35%5.00%
30 Sep, 1030.77%2.39%
30 Jun, 1035.86%1.60%
31 Mar, 1047.35%4.20%
31 Dec, 0933.59%2.78%
30 Sep, 0934.78%5.03%
30 Jun, 0926.31%2.71%
31 Mar, 0931.15%1.58%
31 Dec, 0844.37%6.37%
30 Sep, 0826.39%5.18%
30 Jun, 0822.58%8.86%
31 Mar, 0815.97%0.10%
31 Dec, 07126.67%18.32%
30 Sep, 0726.30%4.79%
30 Jun, 0723.44%35.60%
31 Mar, 078.11%1.21%
31 Dec, 0625.86%4.78%
30 Sep, 0623.27%5.54%
30 Jun, 0620.49%9.67%
31 Mar, 0614.55%5.84%
31 Dec, 0515.79%3.75%
30 Sep, 0520.53%5.86%
30 Jun, 0518.73%2.65%
31 Mar, 0526.59%4.46%
31 Dec, 0424.41%7.30%
30 Sep, 0418.29%4.56%
30 Jun, 0420.02%14.53%
31 Mar, 0411.74%16.20%
31 Dec, 038.51%11.09%
30 Sep, 038.76%20.36%
30 Jun, 036.56%5.58%
31 Mar, 0310.84%10.18%
31 Dec, 0210.32%31.21%
30 Sep, 025.75%8.61%
30 Jun, 028.17%21.72%
31 Mar, 026.13%152.48%
31 Dec, 012.01%20.39%
30 Sep, 013.14%145.69%
30 Jun, 011.47%2834.15%
31 Mar, 010.23%207.43%
31 Dec, 000.33%62169.26%
30 Sep, 000.02%4431.14%
30 Jun, 000.02%-
30 Sep, 990.03%329.16%
30 Jun, 990.10%2509.75%
31 Mar, 990.06%-

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

DateIncreased PositionsChange %
30 Jun, 2485-54.79%
31 Mar, 24188-14.16%
31 Dec, 2321957.55%
30 Sep, 23139-21.47%
30 Jun, 23177-3.28%
31 Mar, 23183-17.94%
31 Dec, 2222344.81%
30 Sep, 22154-12.00%
30 Jun, 22175-0.57%
31 Mar, 2217628.47%
31 Dec, 211376.20%
30 Sep, 211293.20%
30 Jun, 21125-6.72%
31 Mar, 2113414.53%
31 Dec, 201171.74%
30 Sep, 20115-20.69%
30 Jun, 2014516.00%
31 Mar, 20125-9.42%
31 Dec, 1913815.00%
30 Sep, 19120-20.00%
30 Jun, 19150-6.25%
31 Mar, 19160-3.03%
31 Dec, 181659.27%
30 Sep, 181514.86%
30 Jun, 1814416.13%
31 Mar, 18124-23.46%
31 Dec, 171622.53%
30 Sep, 1715812.86%
30 Jun, 17140-9.68%
31 Mar, 171556.90%
31 Dec, 1614535.51%
30 Sep, 16107-15.75%
30 Jun, 1612724.51%
31 Mar, 161028.51%
31 Dec, 1594-10.48%
30 Sep, 151053.96%
30 Jun, 15101-6.48%
31 Mar, 1510833.33%
31 Dec, 14813.85%
30 Sep, 1478-7.14%
30 Jun, 1484-11.58%
31 Mar, 1495-1.04%
31 Dec, 1396-12.73%
30 Sep, 13110-7.56%
30 Jun, 13119153.19%
31 Mar, 13474.44%
31 Dec, 124528.57%
30 Sep, 123512.90%
30 Jun, 1231-13.89%
31 Mar, 12362.86%
31 Dec, 113520.69%
30 Sep, 1129-9.38%
30 Jun, 1132-17.95%
31 Mar, 1139-7.14%
31 Dec, 104268.00%
30 Sep, 1025-24.24%
30 Jun, 1033-8.33%
31 Mar, 1036125.00%
31 Dec, 0916-52.94%
30 Sep, 093441.67%
30 Jun, 09249.09%
31 Mar, 0922-24.14%
31 Dec, 0829-6.45%
30 Sep, 083147.62%
30 Jun, 0821-8.70%
31 Mar, 0823-
31 Dec, 072335.29%
30 Sep, 0717-10.53%
30 Jun, 07195.56%
31 Mar, 0718-5.26%
31 Dec, 0619-17.39%
30 Sep, 062315.00%
30 Jun, 0620-9.09%
31 Mar, 062210.00%
31 Dec, 0520-4.76%
30 Sep, 0521-4.55%
30 Jun, 052229.41%
31 Mar, 0517-15.00%
31 Dec, 042025.00%
30 Sep, 0416-20.00%
30 Jun, 0420-13.04%
31 Mar, 042391.67%
31 Dec, 0312-7.69%
30 Sep, 0313-
30 Jun, 0313-7.14%
31 Mar, 0314-6.67%
31 Dec, 021525.00%
30 Sep, 0212-
30 Jun, 0212-14.29%
31 Mar, 0214366.67%
31 Dec, 013-50.00%
30 Sep, 016-
30 Jun, 016500.00%
31 Mar, 011-50.00%
31 Dec, 002-
30 Sep, 00--100.00%
30 Jun, 001-
30 Sep, 99--100.00%
30 Jun, 991-50.00%
31 Mar, 992-

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

DateReduced PositionsChange %
30 Jun, 2458-58.57%
31 Mar, 2414013.82%
31 Dec, 23123-15.75%
30 Sep, 2314629.20%
30 Jun, 23113-16.91%
31 Mar, 2313624.77%
31 Dec, 22109-18.66%
30 Sep, 2213416.52%
30 Jun, 221155.50%
31 Mar, 22109-16.15%
31 Dec, 2113017.12%
30 Sep, 21111-7.50%
30 Jun, 211204.35%
31 Mar, 2111511.65%
31 Dec, 201030.98%
30 Sep, 2010215.91%
30 Jun, 2088-
31 Mar, 2088-11.11%
31 Dec, 1999-25.00%
30 Sep, 1913210.00%
30 Jun, 1912020.00%
31 Mar, 19100-15.97%
31 Dec, 18119-5.56%
30 Sep, 181268.62%
30 Jun, 18116-10.77%
31 Mar, 1813018.18%
31 Dec, 1711035.80%
30 Sep, 1781-14.74%
30 Jun, 17955.56%
31 Mar, 17902.27%
31 Dec, 168822.22%
30 Sep, 16724.35%
30 Jun, 16696.15%
31 Mar, 1665-15.58%
31 Dec, 157722.22%
30 Sep, 1563-1.56%
30 Jun, 15643.23%
31 Mar, 1562-13.89%
31 Dec, 1472-
30 Sep, 147222.03%
30 Jun, 14593.51%
31 Mar, 1457-14.93%
31 Dec, 136763.41%
30 Sep, 134157.69%
30 Jun, 132623.81%
31 Mar, 1321-16.00%
31 Dec, 122513.64%
30 Sep, 12224.76%
30 Jun, 122116.67%
31 Mar, 121850.00%
31 Dec, 1112-7.69%
30 Sep, 1113-
30 Jun, 1113-18.75%
31 Mar, 1116300.00%
31 Dec, 104-63.64%
30 Sep, 1011-15.38%
30 Jun, 1013116.67%
31 Mar, 106-70.00%
31 Dec, 0920100.00%
30 Sep, 091025.00%
30 Jun, 098-
31 Mar, 098-27.27%
31 Dec, 081183.33%
30 Sep, 086-
30 Jun, 086-45.45%
31 Mar, 0811-
31 Dec, 071110.00%
30 Sep, 0710-9.09%
30 Jun, 071183.33%
31 Mar, 076-45.45%
31 Dec, 061157.14%
30 Sep, 067-41.67%
30 Jun, 061233.33%
31 Mar, 069-
31 Dec, 05912.50%
30 Sep, 05814.29%
30 Jun, 057-
31 Mar, 05740.00%
31 Dec, 045-
30 Sep, 045-
30 Jun, 045-
31 Mar, 045-37.50%
31 Dec, 038166.67%
30 Sep, 033-25.00%
30 Jun, 034-
31 Mar, 03433.33%
31 Dec, 023-
30 Sep, 02350.00%
30 Jun, 022-
31 Mar, 02--100.00%
31 Dec, 013200.00%
30 Sep, 011-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24188-51.42%18,293,112-68.54%29.75%0.33%85-54.79%58-58.57%
31 Mar, 24387-0.77%58,146,9400.33%94.58%1.05%188-14.16%14013.82%
31 Dec, 2339012.39%57,956,5592.83%94.78%1.12%21957.55%123-15.75%
30 Sep, 23347-1.42%56,363,7940.18%92.08%1.09%139-21.47%14629.20%
30 Jun, 23352-9.04%56,261,686-0.02%91.94%1.08%177-3.28%113-16.91%
31 Mar, 23387-2.52%56,273,9880.26%92.33%1.03%183-17.94%13624.77%
31 Dec, 2239713.11%56,128,4152.16%94.80%1.16%22344.81%109-18.66%
30 Sep, 223510.29%54,939,421-2.14%90.45%0.97%154-12.00%13416.52%
30 Jun, 22350-0.28%56,138,9418.28%96.69%1.18%175-0.57%1155.50%
31 Mar, 223517.34%51,846,7300.66%90.65%1.11%17628.47%109-16.15%
31 Dec, 213277.21%51,505,3560.66%90.37%1.12%1376.20%13017.12%
30 Sep, 213050.66%51,168,541-0.42%89.77%1.11%1293.20%111-7.50%
30 Jun, 213031.00%51,385,744-0.98%90.07%1.08%125-6.72%1204.35%
31 Mar, 2130010.70%51,896,5601.02%91.20%1.14%13414.53%11511.65%
31 Dec, 202714.23%51,373,129-1.01%89.31%1.10%1171.74%1030.98%
30 Sep, 20260-1.89%51,897,096-0.44%90.10%1.10%115-20.69%10215.91%
30 Jun, 202653.92%52,127,3860.74%90.55%1.12%14516.00%88-
31 Mar, 20255-8.93%51,745,962-0.05%89.81%1.11%125-9.42%88-11.11%
31 Dec, 19280-7.28%51,772,2474.13%89.98%1.17%13815.00%99-25.00%
30 Sep, 19302-7.65%49,719,126-1.05%87.70%1.12%120-20.00%13210.00%
30 Jun, 193277.57%50,245,893-1.37%88.68%1.09%150-6.25%12020.00%
31 Mar, 19304-5.88%50,945,6160.09%90.12%1.11%160-3.03%100-15.97%
31 Dec, 18323-1.22%50,902,2381.59%90.26%1.14%1659.27%119-5.56%
30 Sep, 183272.51%50,105,602-0.29%88.89%1.12%1514.86%1268.62%
30 Jun, 183195.28%50,249,577-1.56%89.25%1.08%14416.13%116-10.77%
31 Mar, 18303-2.26%51,043,444-0.29%90.93%1.09%124-23.46%13018.18%
31 Dec, 173108.01%51,191,732-0.91%91.54%1.07%1622.53%11035.80%
30 Sep, 172875.13%51,659,5061.43%92.59%1.07%15812.86%81-14.74%
30 Jun, 17273-4.21%50,930,3900.60%92.98%0.99%140-9.68%955.56%
31 Mar, 172857.55%50,624,5862.99%96.86%1.01%1556.90%902.27%
31 Dec, 1626522.69%49,157,1341.93%97.77%1.12%14535.51%8822.22%
30 Sep, 16216-0.46%48,225,7920.60%93.32%0.98%107-15.75%724.35%
30 Jun, 1621714.81%47,939,5084.78%97.56%1.09%12724.51%696.15%
31 Mar, 16189-1.05%45,752,6662.24%94.44%1.08%1028.51%65-15.58%
31 Dec, 15191-0.52%44,752,114-1.43%93.55%1.05%94-10.48%7722.22%
30 Sep, 15192-1.54%45,401,8181.31%94.28%1.06%1053.96%63-1.56%
30 Jun, 151952.09%44,815,2171.31%94.21%1.07%101-6.48%643.23%
31 Mar, 151914.95%44,234,3932.10%93.64%1.08%10833.33%62-13.89%
31 Dec, 141820.55%43,326,348-1.13%93.13%1.05%813.85%72-
30 Sep, 141812.26%43,821,867-0.34%93.96%1.05%78-7.14%7222.03%
30 Jun, 14177-0.56%43,972,797-0.28%94.52%1.04%84-11.58%593.51%
31 Mar, 14178-4.30%44,095,3852.07%95.45%0.77%95-1.04%57-14.93%
31 Dec, 131865.68%43,199,7873.72%111.63%1.00%96-12.73%6763.41%
30 Sep, 1317611.39%41,648,82410.82%105.89%1.05%110-7.56%4157.69%
30 Jun, 13158110.67%37,582,65598.18%100.26%3.81%119153.19%2623.81%
31 Mar, 1375-2.60%18,964,321-7.18%51.29%1.62%474.44%21-16.00%
31 Dec, 127724.19%20,431,6540.86%56.18%1.81%4528.57%2513.64%
30 Sep, 1262-3.13%20,256,749-13.60%55.68%1.34%3512.90%224.76%
30 Jun, 12641.59%23,446,1395.90%64.54%1.73%31-13.89%2116.67%
31 Mar, 126310.53%22,140,5708.15%61.15%1.91%362.86%1850.00%
31 Dec, 11579.62%20,471,54315.98%56.54%2.29%3520.69%12-7.69%
30 Sep, 1152-5.45%17,651,476-3.59%49.65%1.81%29-9.38%13-
30 Jun, 1155-6.78%18,309,533-3.87%52.36%1.76%32-17.95%13-18.75%
31 Mar, 115918.00%19,046,50615.18%54.53%2.43%39-7.14%16300.00%
31 Dec, 10508.70%16,536,95572.72%47.35%5.00%4268.00%4-63.64%
30 Sep, 1046-19.30%9,574,573-14.07%30.77%2.39%25-24.24%11-15.38%
30 Jun, 105711.76%11,141,675-9.30%35.86%1.60%33-8.33%13116.67%
31 Mar, 105130.77%12,284,15752.30%47.35%4.20%36125.00%6-70.00%
31 Dec, 0939-15.22%8,065,823-3.58%33.59%2.78%16-52.94%20100.00%
30 Sep, 094621.05%8,365,24632.69%34.78%5.03%3441.67%1025.00%
30 Jun, 093815.15%6,304,236-15.15%26.31%2.71%249.09%8-
31 Mar, 0933-28.26%7,430,028-29.80%31.15%1.58%22-24.14%8-27.27%
31 Dec, 08464.55%10,583,59969.59%44.37%6.37%29-6.45%1183.33%
30 Sep, 084437.50%6,240,60717.07%26.39%5.18%3147.62%6-
30 Jun, 0832-20.00%5,330,47841.95%22.58%8.86%21-8.70%6-45.45%
31 Mar, 08405.26%3,755,228-87.70%15.97%0.10%23-11-
31 Dec, 073831.03%30,535,756387.98%126.67%18.32%2335.29%1110.00%
30 Sep, 0729-14.71%6,257,58410.54%26.30%4.79%17-10.53%10-9.09%
30 Jun, 073413.33%5,660,750178.76%23.44%35.60%195.56%1183.33%
31 Mar, 0730-11.76%2,030,658-68.61%8.11%1.21%18-5.26%6-45.45%
31 Dec, 0634-6,468,7228.37%25.86%4.78%19-17.39%1157.14%
30 Sep, 0634-2.86%5,969,35017.80%23.27%5.54%2315.00%7-41.67%
30 Jun, 06356.06%5,067,49544.74%20.49%9.67%20-9.09%1233.33%
31 Mar, 06333.13%3,501,158-7.83%14.55%5.84%2210.00%9-
31 Dec, 05326.67%3,798,753-21.66%15.79%3.75%20-4.76%912.50%
30 Sep, 0530-9.09%4,848,99210.17%20.53%5.86%21-4.55%814.29%
30 Jun, 053310.00%4,401,176-24.19%18.73%2.65%2229.41%7-
31 Mar, 053011.11%5,805,44915.19%26.59%4.46%17-15.00%740.00%
31 Dec, 0427-3.57%5,039,83434.18%24.41%7.30%2025.00%5-
30 Sep, 0428-9.68%3,755,980-7.83%18.29%4.56%16-20.00%5-
30 Jun, 04313.33%4,075,18472.29%20.02%14.53%20-13.04%5-
31 Mar, 043025.00%2,365,26037.89%11.74%16.20%2391.67%5-37.50%
31 Dec, 032426.32%1,715,27911.11%8.51%11.09%12-7.69%8166.67%
30 Sep, 031911.76%1,543,80435.16%8.76%20.36%13-3-25.00%
30 Jun, 0317-15.00%1,142,171-39.14%6.56%5.58%13-7.14%4-
31 Mar, 0320-9.09%1,876,6845.06%10.84%10.18%14-6.67%433.33%
31 Dec, 022246.67%1,786,28481.50%10.32%31.21%1525.00%3-
30 Sep, 02157.14%984,203-24.50%5.75%8.61%12-350.00%
30 Jun, 0214-1,303,53140.94%8.17%21.72%12-14.29%2-
31 Mar, 0214133.33%924,896205.83%6.13%152.48%14366.67%--100.00%
31 Dec, 016-14.29%302,424-33.46%2.01%20.39%3-50.00%3200.00%
30 Sep, 017-12.50%454,532138.46%3.14%145.69%6-1-
30 Jun, 018166.67%190,608548.22%1.47%2834.15%6500.00%--
31 Mar, 013-29,405-31.30%0.23%207.43%1-50.00%--
31 Dec, 003200.00%42,8051326.83%0.33%62169.26%2---
30 Sep, 001-3,000-0.02%4431.14%--100.00%--
30 Jun, 001-3,000-0.02%-1---
30 Sep, 991-50.00%4,100-67.20%0.03%329.16%--100.00%--
30 Jun, 992-12,50060.26%0.10%2509.75%1-50.00%--
31 Mar, 992-7,800-0.06%-2---

Wintrust Financial Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 05, 2024Smith Gregory Adirector-P-PurchaseBuy600$94.61$56.77K600
Jun 03, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORP-PurchaseBuy58$24.60$1.43K2,626
Jun 03, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORP-PurchaseBuy529$24.68$13.06K2,568
Jun 03, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORP-PurchaseBuy610$24.60$15.01K2,099

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 05, 2024Smith Gregory Adirector-P-PurchaseBuy600$94.61$56.77K600
Jun 03, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORP-PurchaseBuy58$24.60$1.43K2,626
Jun 03, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORP-PurchaseBuy529$24.68$13.06K2,568
Jun 03, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORP-PurchaseBuy610$24.60$15.01K2,099

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 02, 2024POSTMA RICHARD Ldirector-Sell---213,670
May 24, 2024Smith Gregory Adirector-Sell----

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 02, 2024POSTMA RICHARD Ldirector-Sell---213,670
Jul 02, 2024CRIST PETER Ddirector-A-AwardBuy832$104.39$86.85K69,578
Jul 02, 2024KENNEY BRIAN Adirector-A-AwardBuy433$104.39$45.20K9,552
Jul 02, 2024HACKETT H PATRICK JRdirector-A-AwardBuy13$104.39$1.36K47,264
Jul 02, 2024MCKINNEY SUZET Mdirector-A-AwardBuy448$104.39$46.77K949
Jul 02, 2024DOYLE WILLIAM Jdirector-A-AwardBuy496$104.39$51.78K15,724
Jul 02, 2024Smith Gregory Adirector-A-AwardBuy144$104.39$15.03K744
Jul 02, 2024WASHINGTON ALEX E IIIdirector-A-AwardBuy574$104.39$59.92K16,813
Jul 02, 2024TEGLIA KARIN GUSTAFSONdirector-A-AwardBuy537$104.39$56.06K17,480
Jul 02, 2024GLABE MARLA Fdirector-A-AwardBuy462$104.39$48.23K20,457
Jul 02, 2024CONNELLY ELIZABETH H.director-A-AwardBuy511$104.39$53.34K5,158
Jul 02, 2024LEFEVRE DEBORAH L. HALLdirector-A-AwardBuy544$104.39$56.79K12,768
Jul 02, 2024Heitmann Scott Kdirector-A-AwardBuy261$104.39$27.25K25,058
Jun 05, 2024Smith Gregory Adirector-P-PurchaseBuy600$94.61$56.77K600
Jun 03, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORP-PurchaseBuy58$24.60$1.43K2,626
Jun 03, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORP-PurchaseBuy529$24.68$13.06K2,568
Jun 03, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORP-PurchaseBuy610$24.60$15.01K2,099
May 24, 2024DYKSTRA DAVID Aofficer VICE CHAIRMAN AND COOA-AwardBuy191$96.80$18.49K212,903
May 24, 2024Smith Gregory Adirector-Sell----
May 24, 2024WEHMER EDWARD Jdirector, officer FOUNDER AND SENIOR ADVISORA-AwardBuy372$96.80$36.01K174,186

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

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024182900.00%
Q1 20242323100.00%
Q4 2023124300.00%
Q3 20231411400.00%
Q2 20231411400.00%
Q1 2023238287.50%
Q4 20221510150.00%
Q3 202212--
Q2 202213--
Q1 2022203666.67%
Q4 2021136216.67%
Q3 2021113366.67%
Q2 2021135260.00%
Q1 2021246400.00%
Q4 20201811163.64%
Q3 202017--
Q2 2020162800.00%
Q1 20202613200.00%
Q4 2019165320.00%

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

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 202441400.00%
Q1 2024-7-
Q4 2023---
Q3 20232--
Q2 20232--
Q1 202331300.00%
Q4 2022-2-
Q3 2022---
Q2 20221--
Q1 2022-1-
Q4 20211250.00%
Q3 2021-2-
Q2 2021-4-
Q1 2021-3-
Q4 20201425.00%
Q3 20204--
Q2 20203--
Q1 202021200.00%
Q4 20191--

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


TickerCompany
CTBICommunity Trust Bancorp, Inc.
IBTXIndependent Bank Group, Inc.
PBProsperity Bancshares, Inc.
BOKFBOK Financial Corporation
UBSIUnited Bankshares, Inc.
CBSHCommerce Bancshares, Inc.
FCCOFirst Community Corporation
TCBKTriCo Bancshares
TCBITexas Capital Bancshares, Inc.
CWBCCommunity West Bancshares
FFNWFirst Financial Northwest, Inc.
BMRCBank of Marin Bancorp
THFFFirst Financial Corporation
VABKVirginia National Bankshares Corporation
HFBLHome Federal Bancorp, Inc. of Louisiana
UMBFUMB Financial Corporation
FFINFirst Financial Bankshares, Inc.
FNWBFirst Northwest Bancorp

WTFC Ownership FAQ


Wintrust Financial is owned by institutional shareholders (29.75%), insiders (1.50%), and public (68.75%). 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).

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.

As of Jun 2024, there are 188 institutional shareholders of Wintrust Financial.

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).

As of Jun 2024, BLACKROCK INC holds 5.72M shares of Wintrust Financial (WTFC), compromising 9.30% of the company, valued at $563.47M.

FMR LLC is the third largest holder of Wintrust Financial. The company owns 4.52M of the company's shares outstanding (worth $445.19M).