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Wintrust Financial Ownership | Who Owns Wintrust Financial?

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Wintrust Financial Ownership Summary

Wintrust Financial is owned by 96.55% institutional investors, 1.47% insiders, and 1.98% 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 Financial96.55%1.47%1.98%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group6.91M10.39%$861.93M
Blackrock5.72M9.30%$563.47M
Blackrock funding, inc. /de6.20M9.27%$769.16M
Fmr5.00M7.52%$623.70M
Dimensional fund advisors lp2.97M4.46%$370.13M
State street2.50M4.07%$246.48M
Capital investors1.37M2.04%$169.58M
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 management35.80K4.56%$4.74M
Stieven capital advisors168.36K4.07%$20.87M
Reinhart partners584.59K2.81%$72.90M
Petiole usa29.75K2.61%$3.69M
Chicago trust co na134.40K2.51%$17.80M
Elizabeth park capital advisors22.39K2.49%$2.78M
Global alpha capital management307.31K2.38%$38.10M
Channing capital management686.47K2.37%$85.11M
Sapience investments27.07K2.24%$3.36M
Azora capital lp355.58K1.99%$44.09M

Top Buyers

HolderShares% AssetsChange
Earnest partners1.31M0.73%1.31M
Norges bank761.02K0.01%761.02K
Sei investments698.63K0.11%505.29K
Clark capital management group450.60K0.39%399.76K
Azora capital lp355.58K1.99%355.58K

Top Sellers

HolderShares% AssetsChange
Victory capital management938.48K0.12%-397.16K
Dimensional fund advisors lp2.97M0.09%-298.77K
Massachusetts financial services co /ma/---295.38K
William blair investment management---272.20K
Capital investors1.37M0.03%-222.63K

New Positions

HolderShares% AssetsChangeValue
Earnest partners1.31M0.73%1.31M$163.77M
Norges bank761.02K0.01%761.02K$94.91M
Azora capital lp355.58K1.99%355.58K$44.09M
Adage capital partners gp121.00K0.03%121.00K$15.00M
Gabelli funds54.03K0.05%54.03K$6.70M

Sold Out

HolderChange
Innealta capital-1.00
Stephens consulting-1.00
Trifecta capital advisors-1.00
Mendota financial group-1.00
Country trust bank-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20254621.99%64,621,6391.50%961.06%2474.22%1510.67%
Mar 31, 20254471.36%63,500,5480.60%951.06%23314.22%1491.36%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF2.18M3.25%-
Vanguard US Total Market Shares ETF2.10M3.14%1.03K
Vanguard Total Stock Mkt Idx Inv2.09M3.13%-44.47K
Vanguard Small Cap Index1.62M2.43%-10.72K
American Funds SMALLCAP World A1.37M2.04%-222.63K
Vanguard Small Cap Value Index Inv1.04M1.56%1.48K
Fidelity Low-Priced Stock872.46K1.30%-2.34K
Fidelity Mid-Cap Stock765.97K1.14%11.40K
Vanguard Institutional Extnd Mkt Idx Tr718.31K1.07%-309.83K
Fidelity VIP Mid Cap Initial681.84K1.02%-83.50K

Recent Insider Transactions

DateNameRoleActivityValue
Jul 31, 2025MURPHY RICHARD B VICE CHAIR,CHIEF LENDING OFCSell$479.41K
Jul 29, 2025DYKSTRA DAVID A VICE CHAIRMAN AND COOSell$1.97M
Jul 25, 2025WEHMER EDWARD J FOUNDER AND SENIOR ADVISORBuy$62.77K
Jul 25, 2025WEHMER EDWARD J FOUNDER AND SENIOR ADVISORBuy$103.27K
Feb 27, 2025Hahnfeld Jeffrey D EVP-CONTROLLER & CHIEF ACC OFFSell$116.21K

Insider Transactions Trends

DateBuySell
2025 Q322
2025 Q2--
2025 Q1310
2024 Q4-5
2024 Q3--

WTFC Ownership FAQ

Who Owns Wintrust Financial?

Wintrust Financial shareholders are primarily institutional investors at 96.55%, followed by 1.47% insiders and 1.98% retail investors. The average institutional ownership in Wintrust Financial's industry, Regional Banks Stocks, is 53.95%, 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 (5.72M shares, 9.30%), and Blackrock funding, inc. /de (6.2M shares, 9.27%). Together, they hold 28.96% 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 4.56% of its assets in 35.8K Wintrust Financial shares, valued at 4.74M$.

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 2.18M Wintrust Financial shares.

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