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Wintrust Financial Ownership | Who Owns Wintrust Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Wintrust Financial Ownership Summary

Wintrust Financial is owned by 49.60% institutional investors, 2.00% insiders, and 48.40% retail investors. Vanguard group is the largest institutional shareholder, holding 10.39% of WTFC shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.25% of its assets in Wintrust Financial shares.

WTFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWintrust Financial49.60%2.00%48.40%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryRegional Banks Stocks42.21%12.07%45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group6.91M10.39%$861.93M
Blackrock funding, inc. /de6.24M9.39%$778.69M
Blackrock5.72M9.30%$563.47M
Fmr5.00M7.52%$623.70M
Dimensional fund advisors lp2.97M4.46%$370.13M
State street2.50M4.07%$246.48M
Capital investors1.79M2.69%$222.81M
Earnest partners1.31M1.98%$163.77M
Principal financial group1.30M1.96%$162.28M
First trust advisors lp1.26M1.90%$157.61M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
John w. rosenthal capital management37.31K4.31%$4.65M
Stieven capital advisors156.86K3.48%$19.56M
Reinhart partners584.59K2.81%$72.90M
Global alpha capital management297.03K2.69%$37.04M
Channing capital management797.27K2.65%$99.43M
Moody aldrich partners111.65K2.58%$13.92M
Petiole usa29.75K2.33%$3.71M
Sapience investments38.16K1.92%$3.76M
Elizabeth park capital advisors18.39K1.87%$2.29M
Phocas financial19.39K1.80%$2.42M

Top Buyers

HolderShares% AssetsChange
Earnest partners1.31M0.73%1.31M
Norges bank761.02K0.01%761.02K
Sei investments698.63K0.11%505.29K
Alyeska investment group414.99K0.19%414.99K
First trust advisors lp1.26M0.14%337.76K

Top Sellers

HolderShares% AssetsChange
Victory capital management938.48K0.12%-397.16K
Dimensional fund advisors lp2.97M0.09%-298.77K
William blair investment management---272.20K
Millennium management93.04K0.01%-201.93K
Reinhart partners584.59K2.81%-196.80K

New Positions

HolderShares% AssetsChangeValue
Earnest partners1.31M0.73%1.31M$163.77M
Norges bank761.02K0.01%761.02K$94.91M
Alyeska investment group414.99K0.19%414.99K$51.75M
Raymond james financial325.25K0.02%325.25K$40.56M
Proficio capital partners81.10K0.01%81.10K$81.10K

Sold Out

HolderChange
Innealta capital-1.00
Mendota financial group-1.00
Tfo-tdc-3.00
Bokf, na-3.00
Claris advisors, llc / mo /-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024257-37.92%32,977,366-45.18%490.58%116-52.65%73-33.64%
Sep 30, 20244093.54%60,077,3273.26%921.05%24225.39%108-17.56%
Jun 30, 20243890.26%58,128,554-0.03%941.06%1890.53%130-7.14%
Mar 31, 2024388-1.02%58,148,5470.27%941.05%188-14.55%14012.90%
Dec 31, 202339212.32%57,990,4192.82%941.12%22057.14%124-15.65%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF2.17M3.25%3.78K
Vanguard Total Stock Mkt Idx Inv2.10M3.14%920.00
Vanguard US Total Market Shares ETF2.10M3.14%1.03K
American Funds SMALLCAP World A1.79M2.69%-
Vanguard Small Cap Index1.70M2.54%1.39K
Vanguard Small Cap Value Index Inv1.12M1.68%-3.80K
FullerThaler Behavioral Sm-Cp Eq R61.08M1.61%-7.10K
FullerThaler Behavioral Small-Cap Equity1.08M1.61%-7.10K
Vanguard Institutional Extnd Mkt Idx Tr1.01M1.51%3.97K
Fidelity Low-Priced Stock838.31K1.25%-

Recent Insider Transactions

DateNameRoleActivityValue
Feb 27, 2025Hahnfeld Jeffrey D EVP-CONTROLLER & CHIEF ACC OFFSell$116.21K
Feb 27, 2025Lee David Eric EXECUTIVE VICE PRESIDENTSell$192.11K
Feb 27, 2025MURPHY RICHARD B VICE CHAIR,CHIEF LENDING OFCSell$885.86K
Feb 27, 2025STOEHR DAVID L CHIEF FINANCIAL OFFICERSell$657.11K
Feb 27, 2025DYKSTRA DAVID A VICE CHAIRMAN AND COOSell$1.17M

Insider Transactions Trends

DateBuySell
2025 Q1310
2024 Q4-5
2024 Q3--
2024 Q241
2024 Q1-7

WTFC Ownership FAQ

Who Owns Wintrust Financial?

Wintrust Financial shareholders are primarily institutional investors at 49.60%, followed by 2.00% insiders and 48.40% retail investors. The average institutional ownership in Wintrust Financial's industry, Regional Banks Stocks, is 42.21%, which Wintrust Financial exceeds.

Who owns the most shares of Wintrust Financial?

Wintrust Financial’s largest shareholders are Vanguard group (6.91M shares, 10.39%), Blackrock funding, inc. /de (6.24M shares, 9.39%), and Blackrock (5.72M shares, 9.30%). Together, they hold 29.08% 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 4.31% of its assets in 37.31K Wintrust Financial shares, valued at 4.65M$.

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 3.25% of its total shares outstanding invested in 2.17M Wintrust Financial shares.

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