Wintrust Financial Ownership | Who Owns Wintrust Financial?
Wintrust Financial Ownership Summary
Wintrust Financial is owned by 94.55% institutional investors, 1.43% insiders, and 4.02% retail investors. Vanguard group is the largest institutional shareholder, holding 10.54% of WTFC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in Wintrust Financial shares.
WTFC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wintrust Financial | 94.55% | 1.43% | 4.02% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 355 | -8.74% | 56,967,110 | 1.17% | 93 | 1.09% | 180 | -2.17% | 113 | -17.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.10M | 3.15% | -5.56K |
| iShares Core S&P Mid-Cap ETF | 2.09M | 3.15% | 1.14K |
| 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 | 987.91K | 1.49% | -7.56K |
| Fidelity Low-Priced Stock | 960.56K | 1.44% | 51.54K |
| Fidelity VIP Mid Cap Initial | 765.34K | 1.15% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jun 04, 2024 | Smith Gregory A | - | Buy | $56.77K |
| May 31, 2024 | WEHMER EDWARD J | FOUNDER AND SENIOR ADVISOR | Buy | $13.06K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | - |
| 2024 Q2 | 4 | 1 |
| 2024 Q1 | - | 7 |
| 2023 Q4 | - | - |
WTFC Ownership FAQ
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