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Wintrust Financial Ownership | Who Owns Wintrust Financial?

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Wintrust Financial Ownership Summary

Wintrust Financial is owned by 72.37% institutional investors, 1.47% insiders, and 26.15% retail investors. Vanguard group is the largest institutional shareholder, holding 10.19% 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 Financial72.37%1.47%26.15%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group6.82M10.19%$902.99M
Blackrock5.72M9.30%$563.47M
Blackrock funding, inc. /de6.21M9.28%$822.60M
Fmr4.89M7.30%$647.28M
Dimensional fund advisors lp2.74M4.09%$362.31M
State street2.69M4.02%$356.52M
First trust advisors lp1.99M2.98%$263.94M
Earnest partners1.44M2.15%$190.98M
Capital investors1.37M2.04%$181.16M
Principal financial group1.30M1.94%$172.20M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Lightrock netherlands b.v.177.51K5.23%$20.01M
John w. rosenthal capital management35.80K4.56%$4.74M
Stieven capital advisors134.38K3.35%$17.80M
Petiole usa29.75K2.72%$3.94M
Reinhart partners611.33K2.63%$80.97M
Elizabeth park capital advisors24.39K2.61%$3.23M
Chicago trust co na134.40K2.51%$17.80M
Channing capital management678.43K2.37%$89.85M
Sapience investments4.32K2.24%$572.01K
Phocas financial123.61K2.12%$16.37M

Top Buyers

HolderShares% AssetsChange
Norges bank761.02K0.01%761.02K
Wellington management group llp680.97K0.02%680.97K
Thrivent financial for lutherans506.77K0.13%408.93K
Fil564.23K0.06%197.97K
Verition fund management238.21K0.13%150.77K

Top Sellers

HolderShares% AssetsChange
Fmr4.89M0.03%-513.56K
Massachusetts financial services co /ma/---295.38K
Freestone grove partners lp---285.88K
William blair investment management---272.20K
Azora capital lp152.74K0.94%-202.85K

New Positions

HolderShares% AssetsChangeValue
Norges bank761.02K0.01%761.02K$94.91M
Wellington management group llp680.97K0.02%680.97K$90.19M
Polar asset management partners106.42K0.16%106.42K$14.09M
Axa investment managers74.17K0.03%74.17K$9.82M
Capitolis liquid global markets48.00K0.05%48.00K$6.36M

Sold Out

HolderChange
Cbiz investment advisory services-1.00
Stephens consulting-1.00
Trifecta capital advisors-1.00
Mendota financial group-1.00
Innealta capital-1.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025351-23.53%48,440,995-23.04%720.82%156-35.80%124-18.42%
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%

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

WTFC Ownership FAQ

Who Owns Wintrust Financial?

Wintrust Financial shareholders are primarily institutional investors at 72.37%, followed by 1.47% insiders and 26.16% retail investors. The average institutional ownership in Wintrust Financial's industry, Regional Banks Stocks, is 38.26%, which Wintrust Financial exceeds.

Who owns the most shares of Wintrust Financial?

Wintrust Financial’s largest shareholders are Vanguard group (6.82M shares, 10.19%), Blackrock (5.72M shares, 9.30%), and Blackrock funding, inc. /de (6.21M shares, 9.28%). Together, they hold 28.77% 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?

Lightrock netherlands b.v is Wintrust Financial’s biggest shareholder by percentage of total assets invested, with 5.23% of its assets in 177.51K Wintrust Financial shares, valued at 20.01M$.

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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