Wintrust Financial Ownership | Who Owns Wintrust Financial?

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Wintrust Financial Ownership Summary

Wintrust Financial is owned by 92.59% institutional investors, 1.43% insiders, and 5.98% retail investors. Vanguard group is the largest institutional shareholder, holding 10.54% of WTFC shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.21% of its assets in Wintrust Financial shares.

WTFC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Wintrust Financial	92.59%	1.43%	5.98%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	6.48M	10.54%	$638.46M
Blackrock	5.72M	9.30%	$563.47M
Fmr	4.52M	7.35%	$445.19M
Dimensional fund advisors lp	3.02M	4.91%	$297.38M
State street	2.50M	4.07%	$246.48M
Capital investors	1.79M	2.91%	$176.09M
Victory capital management	1.65M	2.68%	$162.24M
Jpmorgan chase	1.41M	2.30%	$139.32M
Principal financial group	1.17M	1.91%	$115.80M
Invesco	1.16M	1.89%	$114.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
John w. rosenthal capital management	36.85K	5.15%	$3.63M
Stieven capital advisors	213.06K	4.65%	$21.00M
Maltese capital management	217.50K	3.96%	$21.44M
Reinhart partners	734.15K	3.01%	$72.36M
Global alpha capital management	355.05K	2.55%	$34.99M
Petiole usa	29.75K	2.46%	$2.93M
Ejf capital	31.14K	2.27%	$3.07M
Moody aldrich partners	116.02K	2.23%	$11.43M
Channing capital management	816.51K	2.21%	$80.48M
Sapience investments	38.16K	1.92%	$3.76M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	530.36K	0.01%	530.36K
Fmr	4.52M	0.03%	166.70K
Capital investors	1.79M	0.04%	148.54K
Dimensional fund advisors lp	3.02M	0.08%	146.09K
Channing capital management	816.51K	2.21%	132.04K

Top Sellers

Holder	Shares	% Assets	Change
William blair investment management	-	-	-272.20K
Wellington management group llp	248.15K	0.00%	-193.17K
Principal financial group	1.17M	0.07%	-155.32K
Hudson bay capital management lp	-	-	-150.00K
Millennium management	273.05K	0.01%	-117.47K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	530.36K	0.01%	530.36K	$52.27M
F/m investments	120.24K	0.43%	120.24K	$11.85M
Corebridge financial	78.11K	0.04%	78.11K	$7.70M
Elizabeth park capital advisors	21.39K	1.83%	21.39K	$2.11M
D. e. shaw	19.65K	0.00%	19.65K	$1.94M

Sold Out

Holder	Change
Innealta capital	-1.00
Creekmur asset management	-3.00
Tfo-tdc	-3.00
Johnson financial group	-11.00
Cohen & steers	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	409	3.54%	60,077,327	3.26%	92	1.05%	242	25.39%	108	-17.56%
Jun 30, 2024	389	0.26%	58,128,554	-0.03%	94	1.06%	189	0.53%	130	-7.14%
Mar 31, 2024	388	-1.02%	58,148,547	0.27%	94	1.05%	188	-14.55%	140	12.90%
Dec 31, 2023	392	12.32%	57,990,419	2.82%	94	1.12%	220	57.14%	124	-15.65%
Sep 30, 2023	349	-1.69%	56,398,881	-1.00%	92	1.06%	140	-22.22%	147	30.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.14M	3.21%	4.19K
Vanguard Total Stock Mkt Idx Inv	2.10M	3.15%	-5.56K
American Funds SMALLCAP World A	1.79M	2.69%	-
Vanguard Small Cap Index	1.67M	2.51%	3.25K
Vanguard Small Cap Value Index Inv	1.13M	1.69%	-388.00
FullerThaler Behavioral Sm-Cp Eq R6	1.08M	1.63%	-71.40K
FullerThaler Behavioral Small-Cap Equity	1.08M	1.63%	-
Vanguard Institutional Extnd Mkt Idx Tr	984.50K	1.48%	-3.40K
Fidelity Low-Priced Stock	960.56K	1.44%	-
Fidelity VIP Mid Cap Initial	765.34K	1.15%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 25, 2024	Hahnfeld Jeffrey D	EVP-CONTROLLER & CHIEF ACC OFF	Sell	$45.85K
Nov 26, 2024	Hahnfeld Jeffrey D	EVP-CONTROLLER & CHIEF ACC OFF	Sell	$21.85K
Oct 29, 2024	MURPHY RICHARD B	VICE CHAIR,CHIEF LENDING OFC	Sell	$473.97K
Oct 29, 2024	DYKSTRA DAVID A	VICE CHAIRMAN AND COO	Sell	$1.79M
Oct 24, 2024	STOEHR DAVID L	CHIEF FINANCIAL OFFICER	Sell	$182.33K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	5
2024 Q3	-	-
2024 Q2	4	1
2024 Q1	-	7
2023 Q4	-	-

WTFC Ownership FAQ

Who Owns Wintrust Financial?

Wintrust Financial shareholders are primarily institutional investors at 92.59%, followed by 1.43% insiders and 5.98% retail investors. The average institutional ownership in Wintrust Financial's industry, Regional Banks Stocks, is 51.67%, which Wintrust Financial exceeds.

Who owns the most shares of Wintrust Financial?

Wintrust Financial’s largest shareholders are Vanguard group (6.48M shares, 10.54%), Blackrock (5.72M shares, 9.30%), and Fmr (4.52M shares, 7.35%). Together, they hold 27.18% of Wintrust Financial’s total shares outstanding.

Does Blackrock own Wintrust Financial?

Yes, BlackRock owns 9.30% of Wintrust Financial, totaling 5.72M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 563.47M$. In the last quarter, BlackRock increased its holdings by 18.15K shares, a 0.32% change.

Who is Wintrust Financial’s biggest shareholder by percentage of total assets invested?

John w. rosenthal capital management is Wintrust Financial’s biggest shareholder by percentage of total assets invested, with 5.15% of its assets in 36.85K Wintrust Financial shares, valued at 3.63M$.

Who is the top mutual fund holder of Wintrust Financial shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Wintrust Financial shares, with 3.21% of its total shares outstanding invested in 2.14M Wintrust Financial shares.

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