Wintrust Financial Ownership | Who Owns Wintrust Financial?
Wintrust Financial Ownership Summary
Wintrust Financial is owned by 33.14% institutional investors, 1.43% insiders, and 65.43% retail investors. Vanguard group is the largest institutional shareholder, holding 10.07% of WTFC shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.36% of its assets in Wintrust Financial shares.
WTFC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wintrust Financial | 33.14% | 1.43% | 65.43% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.75M | 10.07% | $943.39M |
| Blackrock funding, inc. /de | 6.30M | 9.40% | $874.85M |
| Blackrock | 5.72M | 9.30% | $563.47M |
| Fmr | 5.29M | 7.89% | $734.49M |
| Dimensional fund advisors lp | 2.70M | 4.03% | $375.39M |
| State street | 2.59M | 3.86% | $359.35M |
| First trust advisors lp | 1.83M | 2.73% | $254.30M |
| Earnest partners | 1.40M | 2.09% | $194.60M |
| Invesco | 1.37M | 2.04% | $190.17M |
| Geode capital management | 1.32M | 1.97% | $183.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lightrock netherlands b.v. | 180.37K | 5.35% | $25.06M |
| John w. rosenthal capital management | 35.80K | 4.87% | $4.97M |
| Petiole usa | 29.75K | 2.89% | $4.13M |
| Stieven capital advisors | 96.08K | 2.85% | $13.35M |
| Sapience investments | 136.00 | 2.45% | $18.90K |
| Chicago trust co na | 105.37K | 2.37% | $14.64M |
| Channing capital management | 610.69K | 2.17% | $84.85M |
| Reinhart partners | 524.56K | 2.10% | $72.88M |
| Global alpha capital management | 234.38K | 1.96% | $32.56M |
| Premier fund managers | 187.77K | 1.78% | $25.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 800.49K | 0.01% | 800.49K |
| Capital world investors | 431.80K | 0.01% | 431.80K |
| Vanguard fiduciary trust | 415.57K | 0.01% | 415.57K |
| First trust advisors lp | 1.83M | 0.18% | 385.07K |
| Vaughan nelson investment management | 246.66K | 0.34% | 246.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 902.67K | 0.03% | -431.80K |
| Massachusetts financial services co /ma/ | - | - | -295.38K |
| Freestone grove partners lp | - | - | -285.88K |
| William blair investment management | - | - | -272.20K |
| Balyasny asset management | 4.31K | 0.00% | -250.02K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 800.49K | 0.01% | 800.49K | $111.92M |
| Capital world investors | 431.80K | 0.01% | 431.80K | $59.99M |
| Vanguard fiduciary trust | 415.57K | 0.01% | 415.57K | $57.74M |
| Vaughan nelson investment management | 246.66K | 0.34% | 246.66K | $34.27M |
| Axa investment managers | 74.17K | 0.03% | 74.17K | $9.82M |
Sold Out
| Holder | Change |
|---|---|
| Nemes rush group | -1.00 |
| Activest wealth management | -1.00 |
| Trifecta capital advisors | -1.00 |
| Stephens consulting | -1.00 |
| Mendota financial group | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 326 | -37.67% | 22,191,424 | -65.49% | 33 | 0.36% | 153 | -38.31% | 102 | -47.42% |
| Dec 31, 2025 | 380 | -20.34% | 43,410,454 | -31.97% | 64 | 0.71% | 170 | -26.41% | 140 | -11.95% |
| Sep 30, 2025 | 351 | -23.53% | 48,440,995 | -23.04% | 72 | 0.82% | 156 | -35.80% | 124 | -18.42% |
| Jun 30, 2025 | 462 | 1.99% | 64,621,639 | 1.50% | 96 | 1.06% | 247 | 4.22% | 151 | 0.67% |
| Mar 31, 2025 | 447 | 1.36% | 63,500,548 | 0.60% | 95 | 1.06% | 233 | 14.22% | 149 | 1.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.26M | 3.36% | -1.14K |
| Vanguard Total Stock Mkt Idx Inv | 2.13M | 3.16% | 4.86K |
| Vanguard US Total Market Shares ETF | 2.10M | 3.14% | 1.03K |
| Vanguard Small Cap Index | 1.55M | 2.30% | -2.90K |
| American Funds SMALLCAP World A | 1.33M | 1.98% | - |
| Vanguard Explorer Inv | 1.20M | 1.79% | - |
| Vanguard Small Cap Value Index Inv | 995.49K | 1.48% | 7.12K |
| First Trust RBA Amer Indl RenaisTM ETF | 861.09K | 1.28% | 3.23K |
| Fidelity Low-Priced Stock | 779.26K | 1.16% | -629.00 |
| Fidelity Mid-Cap Stock | 761.26K | 1.13% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 04, 2026 | MCKINNEY SUZET M | - | Sell | $74.48K |
| Apr 27, 2026 | DYKSTRA DAVID A | VICE CHAIRMAN AND COO | Sell | $1.43M |
| Apr 23, 2026 | STOEHR DAVID L | CHIEF FINANCIAL OFFICER | Sell | $454.36K |
| Mar 04, 2026 | Hahnfeld Jeffrey D | EVP-CONTROLLER & CHIEF ACC OFF | Sell | $77.19K |
| Mar 02, 2026 | MURPHY RICHARD B | VICE CHAIR,CHIEF LENDING OFC | Sell | $585.39K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 3 |
| 2026 Q1 | - | 9 |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | 2 |
| 2025 Q2 | - | - |
WTFC Ownership FAQ
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