WINTRUST FINANCIAL CORP (WTFC) Institutional Ownership Changes & 13F Activity
WINTRUST FINANCIAL CORP (WTFC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Wellington Management Group Llp, Ameriprise Financial Inc, Alyeska Investment Group, L.P., and Verition Fund Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +7,317 | +1.7% | 430,179 | $69.14M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +483 | +18.0% | 3,172 | $509.75K | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +168 | +5.2% | 3,426 | $550.61K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +71,964 | +2.8% | 2,658,319 | $427.24M | Q2 2026 | Sep 22, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,372 | -38.3% | 2,214 | $355.90K | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +212 | +0.5% | 46,768 | $7.52M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +233 | +23.5% | 1,225 | $196.88K | Q2 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -12 | -17.4% | 57 | $9.16K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -6 | -33.3% | 12 | $1.93K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +6,214 | +12.2% | 56,983 | $9.16M | Q2 2026 | Aug 27, 2026 |
| Optimize Financial Inc | Sell | -11 | -0.3% | 3,438 | $552.55K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -899 | -1.1% | 77,827 | $12.51M | Q2 2026 | Aug 24, 2026 |
| West Michigan Advisors, Llc | Sell | -879 | -39.9% | 1,323 | $212.58K | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Buy | +223 | +8.3% | 2,906 | $467.50K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +3,554 | +55.1% | 10,001 | $1.61M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -1,329 | -31.9% | 2,837 | $455.96K | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +47 | — | 47 | $7.55K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -2,370 | -30.5% | 5,403 | $868.37K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +1,663 | +2.8% | 60,162 | $9.67M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +1,192 | +374.8% | 1,510 | $242.69K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +227 | +1.2% | 19,023 | $3.06M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -71 | -3.1% | 2,197 | $353.10K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +60 | +29.6% | 263 | $42.35K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +1,174,971 | — | 1,174,971 | $188.84M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Sell | -247,471 | -29.7% | 584,881 | $94.00M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +187,302 | — | 187,302 | $30.10M | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | Buy | +169,466 | +96.3% | 345,491 | $55.53M | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management Llc | Buy | +120,666 | — | 120,666 | $19.39M | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | Buy | +79,381 | +84.4% | 173,415 | $27.87M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Buy | +77,551 | +243.1% | 109,457 | $17.59M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about WTFC activity
Which institutional owners are buying WTFC?
Institutional owners buying WTFC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WTFC activity?
"Buy" means an investor increased their reported position in WTFC compared to the prior reporting period. This reflects growing exposure to WINTRUST FINANCIAL CORP (WTFC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WTFC increasing?
Institutional interest in WTFC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related WTFC Institutional Insights
- WTFC Overview
- WTFC 13F Institutional Holders
- WTFC Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- WTFC Insider Trading & SEC Form 4 Activity
- WTFC Articles
- Top Institutional Investor Stock Rankings