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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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WTFC

WTFC 13F Holdings Overview

Wintrust Financial CORP

+$1.1B

Net Activity

Data as of: 2026-03-31

Institutions Holding

547

Popularity Rank

#996

Avg Weight

0.12%

Total Value

$9.0B

Ownership Trend

547 institutions currently hold WTFC, with 271 net buyers and 218 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

218

Net Buying Institutions

271

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$874.8M
FL
FMR LLC
$734.5M
VP
Vanguard Portfolio Management LLC
$498.4M
VC
Vanguard Capital Management LLC
$420.4M
DF
Dimensional Fund Advisors LP
$375.4M

Top 5 by Conviction

CC
Channing Capital Management, LLC
2.17%
RP
Reinhart Partners, LLC.
2.10%
JC
Junto Capital Management LP
1.04%
AI
Artemis Investment Management LLP
0.90%
EP
Earnest Partners LLC
0.80%
View all 547 holding institutions

Across its top 20 institutional holders, WTFC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 22/100).

Quarterly Activity

Recent Activity

+$3.6B

Total Buy Value

$5.0B

Total Sell Value

New buy68
Trim176
Add203
Sold out42

271

Net Buyers

218

Net Sellers

Smart Money Convergence

WTFC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/WTFC

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-20
2026-07-20

AI summary pending

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

97650W108, 97650w306

FAQ

Who are the top institutional investors holding WINTRUST FINANCIAL CORP (WTFC)?
Major stakeholders currently include BlackRock, Inc. ($874.8M), FMR LLC ($734.5M), Vanguard Portfolio Management LLC ($498.4M). Based on the latest 13F filings, there are a total of 547 tracked investment funds and institutions maintaining positions in WTFC.
What is the overall institutional sentiment toward WTFC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.1B, driven by 271 managers accumulating shares while 218 reduced their exposure.
Which institutions have been selling or reducing their WTFC positions?
In the latest period, 176 funds trimmed their holdings, and 42 managers completely exited their positions. The aggregate reported sell value was $5.0B.
Are there any notable investors adding WTFC to their portfolios?
Yes, buying activity remains notable. 68 institutions opened new positions in {ticker}, and 203 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.6B.

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Developer Access

Access WTFC's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/WTFC

CLI

npx alphasmo stocks get WTFC
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