Who owns Wintrust Financial (WTFC)
Which tracked institutional funds hold WTFC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WTFC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
202 tracked funds added or opened WTFC while 76 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WTFC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WTFC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WTFC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 556 tracked filers holding WTFC, 307 increased or opened the position and 241 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WTFC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- Jupiter Topco LLC$93M
- Verition Fund Management LLC$19M
- NATIXIS$18M
- BANK OF NOVA SCOTIA$17M
- HSBC HOLDINGS PLC$10M
- Point72 Asset Management, L.P.$8M
Full exits 43
- JANUS HENDERSON GROUP PLC$79M
- Thrivent Financial for Lutherans$69M
- GW&K Investment Management, LLC$55M
- Global Alpha Capital Management Ltd.$33M
- NATIXIS ADVISORS, LLC$32M
- LORD, ABBETT & CO. LLC$28M
Largest adds
- BlackRock, Inc.$279M
- FMR LLC$90M
- VANGUARD PORTFOLIO MANAGEMENT LLC$80M
- VANGUARD CAPITAL MANAGEMENT LLC$73M
- STATE STREET CORP$68M
- DIMENSIONAL FUND ADVISORS LP$55M
Largest trims
- Channing Capital Management, LLC$74M
- Fiera Capital Corp$26M
- WELLINGTON MANAGEMENT GROUP LLP$22M
- NEW YORK STATE COMMON RETIREMENT FUND$15M
- ExodusPoint Capital Management, LP$7M
- ALLIANCEBERNSTEIN L.P.$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,583,424 | $1.1B | 11.1% | 2026-Q2 |
| FMR LLC trimmed | 5,122,321 | $823M | 8.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,595,895 | $578M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,071,434 | $494M | 5.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,675,991 | $430M | 4.5% | 2026-Q2 |
| STATE STREET CORP added | 2,658,319 | $427M | 4.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,749,346 | $281M | 3.0% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 1,374,559 | $221M | 2.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,337,969 | $215M | 2.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,246,124 | $200M | 2.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,174,971 | $189M | 2.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,045,426 | $168M | 1.8% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,007,925 | $162M | 1.7% | 2026-Q2 |
| Capital International Investors added | 927,769 | $149M | 1.6% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 872,304 | $140M | 1.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 815,162 | $131M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 801,412 | $129M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 785,184 | $126M | 1.3% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 764,128 | $123M | 1.3% | 2026-Q2 |
| NORGES BANK trimmed | 742,963 | $119M | 1.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 721,897 | $116M | 1.2% | 2026-Q2 |
| Artemis Investment Management LLP added | 695,962 | $112M | 1.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 657,273 | $106M | 1.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 643,788 | $103M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 604,963 | $97M | 1.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 584,881 | $94M | 1.0% | 2026-Q2 |
| Jupiter Topco LLC new | 576,999 | $93M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 574,854 | $92M | 1.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 562,884 | $78M | 0.8% | 2026-Q2 |
| REINHART PARTNERS, LLC. added | 527,152 | $85M | 0.9% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 504,042 | $81M | 0.9% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 466,849 | $75M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 466,154 | $75M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 464,473 | $75M | 0.8% | 2026-Q2 |
| Capital World Investors added | 444,613 | $71M | 0.8% | 2026-Q2 |
| Aberdeen Group plc trimmed | 438,805 | $71M | 0.7% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 437,323 | $70M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 430,179 | $69M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 426,846 | $69M | 0.7% | 2026-Q2 |
| FIL Ltd added | 391,398 | $63M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP added | 386,280 | $62M | 0.7% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 384,593 | $62M | 0.7% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 345,491 | $56M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 340,151 | $55M | 0.6% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 336,435 | $54M | 0.6% | 2026-Q2 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 329,608 | $53M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 323,520 | $52M | 0.5% | 2026-Q2 |
| Boston Partners added | 315,728 | $51M | 0.5% | 2026-Q2 |
| Fiera Capital Corp trimmed | 313,301 | $50M | 0.5% | 2026-Q2 |
| Junto Capital Management LP trimmed | 292,590 | $47M | 0.5% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 291,778 | $47M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 259,383 | $42M | 0.4% | 2026-Q2 |
| Holocene Advisors, LP added | 236,044 | $38M | 0.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 233,889 | $38M | 0.4% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 197,848 | $32M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 196,615 | $32M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 195,920 | $31M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 195,541 | $31M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 194,358 | $31M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 187,302 | $30M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 173,951 | $28M | 0.3% | 2026-Q2 |
| Polar Asset Management Partners Inc. added | 173,415 | $28M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 171,220 | $28M | 0.3% | 2026-Q2 |
| Lightrock Netherlands B.V. trimmed | 169,771 | $27M | 0.3% | 2026-Q2 |
| Leeward Investments, LLC - MA trimmed | 166,177 | $27M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 162,898 | $26M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 162,746 | $26M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 160,623 | $26M | 0.3% | 2026-Q2 |
| Granite Investment Partners, LLC trimmed | 153,322 | $25M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 151,892 | $24M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 149,969 | $24M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 134,967 | $22M | 0.2% | 2026-Q2 |
| Curi Capital, LLC added | 131,834 | $21M | 0.2% | 2026-Q2 |
| Nicholas Investment Partners, LP added | 130,326 | $21M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 120,666 | $19M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 118,800 | $19M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 114,548 | $18M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 112,039 | $18M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 109,457 | $18M | 0.2% | 2026-Q2 |
| NATIXIS added | 109,026 | $18M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 108,404 | $17M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 108,377 | $17M | 0.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 104,719 | $17M | 0.2% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 104,401 | $17M | 0.2% | 2026-Q2 |
| CHICAGO TRUST Co NA trimmed | 103,511 | $17M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 92,740 | $15M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 90,000 | $14M | 0.2% | 2026-Q2 |
| Stieven Capital Advisors, L.P. trimmed | 89,683 | $14M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 88,690 | $14M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 85,940 | $14M | 0.1% | 2026-Q2 |
| Ceredex Value Advisors LLC trimmed | 81,975 | $13M | 0.1% | 2026-Q2 |
| Emerald Investment Advisers, LLC added | 81,946 | $13M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 79,148 | $13M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 78,625 | $13M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 77,827 | $13M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 77,094 | $12M | 0.1% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 74,921 | $12M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 69,760 | $11M | 0.1% | 2026-Q2 |
| STRS OHIO added | 69,748 | $11M | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 68,061 | $11M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.