WINTRUST FINL CORP WTFC
COM · Common Stock · CUSIP 97650W108 · ISIN US97650W1080
American Financial Holding Company
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersRosemont, IL
- Founded1991
- Websitewintrust.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($29.2m this quarter). Holder counts are more reliable. Shares outstanding: 66.5m as of 2024-10-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $108.52. Options: 3 managers hold calls ($3.0m notional), 3 hold puts ($375.1k).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 353 |
| Q4 2022 | 395 |
| Q1 2023 | 384 |
| Q2 2023 | 350 |
| Q3 2023 | 349 |
| Q4 2023 | 397 |
| Q1 2024 | 388 |
| Q2 2024 | 397 |
| Q3 2024 | 418 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 208 | 135 |
| Q1 2023 | 186 | 197 |
| Q2 2023 | 174 | 179 |
| Q3 2023 | 136 | 181 |
| Q4 2023 | 204 | 149 |
| Q1 2024 | 186 | 195 |
| Q2 2024 | 192 | 156 |
| Q3 2024 | 241 | 154 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $1.7m | $157.7k | 0.09 |
| Q1 2024 | $2.7m | $1.3m | 0.49 |
| Q2 2024 | $630.8k | $0 | 0.00 |
| Q3 2024 | $3.0m | $375.1k | 0.13 |
Biggest buyers
| FMR LLC | Added | +637.1k |
| VANGUARD GROUP INC | Added | +375.5k |
| Clearbridge Investments, LLC | Added | +365.6k |
| CITADEL ADVISORS LLC | New | +364.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +249.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +213.6k |
| NORGES BANK | Added | +195.2k |
| FIRST TRUST ADVISORS LP | Added | +192.0k |
| BANK OF AMERICA CORP /DE/ | Added | +161.9k |
| ALLIANCEBERNSTEIN L.P. | Added | +143.2k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -572.8k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -310.5k |
| LORD, ABBETT & CO. LLC | Reduced | -253.0k |
| Hudson Bay Capital Management LP | Sold out | -150.0k |
| AXA S.A. | Reduced | -111.2k |
| Mesirow Institutional Investment Management, Inc. | Sold out | -111.1k |
| MORGAN STANLEY | Reduced | -92.9k |
| Invesco Ltd. | Reduced | -91.3k |
| FJ Capital Management LLC | Sold out | -88.3k |
| PRUDENTIAL FINANCIAL INC | Reduced | -80.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.8m26.0k shares |
| CITADEL ADVISORS LLC | New | $151.9k1.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| WOLVERINE TRADING, LLC | New | $255.7k2.4k shares |
| CITADEL ADVISORS LLC | New | $119.4k1.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution filed 2025-08-06 | 8.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 2 | $765.3k | — |
| Q1 2023 | 3 | $1.2m | 1 | $299.5k | — |
| Q2 2023 | 2 | $154.2k | 0 | — | — |
| Q3 2023 | 1 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 6 | $3.3m | — |
| Q2 2024 | 2 | $56.8k | 1 | $22.3k | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.9m $743.8m | Added +375.5k |
| BlackRock, Inc. 0.01% of their portfolio | 6.0m $653.1m | First filing |
| FMR LLC 0.03% of their portfolio | 5.2m $559.4m | Added +637.1k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 3.3m $354.5m | Added +249.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.6m $285.2m | Added +126.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.3m $244.7m | Reduced -572.8k |
| Capital International Investors 0.04% of their portfolio | 1.8m $193.9m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.14% of their portfolio | 1.3m $145.0m | Reduced -310.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.08% of their portfolio | 1.3m $142.0m | Added +133.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $125.5m | Added +93.0k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 1.2m $125.4m | Added +143.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.49% of their portfolio | 1.1m $123.9m | Reduced -2.4k |
| Invesco Ltd. 0.02% of their portfolio | 1.1m $116.0m | Reduced -91.3k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 926.1k $100.5m | Added +192.0k |
| Channing Capital Management, LLC 2.33% of their portfolio | 839.5k $91.1m | Added +23.0k |
| FEDERATED HERMES, INC. 0.20% of their portfolio | 821.5k $89.2m | Added +6.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 802.8k $87.1m | Added +213.6k |
| REINHART PARTNERS, LLC. 3.22% of their portfolio | 781.4k $84.8m | Added +47.2k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 767.7k $83.3m | Reduced -35.7k |
| NORGES BANK 0.01% of their portfolio | 725.6k $78.7m | Added +195.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 652.6k $70.8m | Reduced -21.0k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 646.9k $70.2m | Added +120.2k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.69% of their portfolio | 622.6k $67.6m | Reduced -8.3k |
| Clearbridge Investments, LLC 0.05% of their portfolio | 612.4k $66.5m | Added +365.6k |
| Boston Partners 0.08% of their portfolio | 608.5k $66.4m | Added +9.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 589.8k $64.0m | Added +29.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 577.0k $62.6m | Added +161.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.56% of their portfolio | 551.5k $59.9m | Added +21.1k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 536.3k $58.2m | Added +88.8k |
| GW&K Investment Management, LLC 0.47% of their portfolio | 508.9k $55.2m | Reduced -7.8k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 497.4k $54.0m | Reduced -28.1k |
| MORGAN STANLEY 0.00% of their portfolio | 465.6k $50.5m | Reduced -92.9k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 437.0k $47.4m | Added +11.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 431.1k $46.8m | Reduced -11.9k |
| Fiera Capital Corp 0.14% of their portfolio | 429.7k $46.6m | Reduced -13.6k |
| Premier Fund Managers Ltd 1.51% of their portfolio | 400.2k $42.6m | Unchanged |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 364.8k $39.6m | New |
| Global Alpha Capital Management Ltd. 2.55% of their portfolio | 361.3k $39.2m | Added +6.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 357.5k $38.8m | Reduced -15.3k |
| Aberdeen Group plc 0.06% of their portfolio | 314.3k $34.1m | Added +418 |
| FIL Ltd 0.03% of their portfolio | 312.0k $33.9m | Reduced -22.7k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.72% of their portfolio | 300.3k $32.6m | Reduced -52.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 295.0k $32.0m | Added +21.9k |
| Granite Investment Partners, LLC 1.34% of their portfolio | 288.6k $31.3m | Added +6.3k |
| LORD, ABBETT & CO. LLC 0.10% of their portfolio | 286.3k $31.1m | Reduced -253.0k |
| Leeward Investments, LLC - MA 1.39% of their portfolio | 275.8k $29.9m | Reduced -938 |
| WESTWOOD HOLDINGS GROUP INC 0.12% of their portfolio | 252.6k $27.4m | Added +64.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.12% of their portfolio | 237.3k $25.8m | Added +28.7k |
| Thrivent Financial for Lutherans 0.05% of their portfolio | 220.9k $24.0m | Reduced -7.9k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 218.7k $23.7m | Added +10.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 217.0k $23.6m | Added +18.2k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 207.6k $22.5m | Added +24.2k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 203.3k $22.1m | Added +14.7k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 193.3k $21.0m | Added +45.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 192.2k $20.9m | Reduced -8.2k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 192.0k $20.8m | Reduced -10.5k |
| GLENMEDE TRUST CO NA 0.10% of their portfolio | 183.1k $19.9m | Reduced -2.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 169.2k $18.4m | Reduced -79.0k |
| Stieven Capital Advisors, L.P. 3.41% of their portfolio | 166.1k $18.0m | Reduced -47.0k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 164.9k $17.9m | Reduced -41.7k |
| MALTESE CAPITAL MANAGEMENT LLC 2.87% of their portfolio | 163.6k $17.8m | Reduced -53.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 159.8k $17.3m | Added +200 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 146.4k $15.9m | Reduced -7.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 139.4k $15.1m | Reduced -10.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 139.4k $15.1m | Added +8.3k |
| Ceredex Value Advisors LLC 0.29% of their portfolio | 137.5k $14.9m | Reduced -1.8k |
| Swiss National Bank 0.01% of their portfolio | 129.9k $14.1m | Added +8.4k |
| Phocas Financial Corp. 1.58% of their portfolio | 129.2k $14.0m | Reduced -8.1k |
| Legal & General Group Plc 0.00% of their portfolio | 128.7k $14.0m | Added +10.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 125.3k $13.6m | Reduced -3.2k |
| F/m Investments LLC 0.42% of their portfolio | 120.8k $13.1m | Added +593 |
| ZACKS INVESTMENT MANAGEMENT 0.11% of their portfolio | 118.7k $12.9m | Added +14.7k |
| Moody Aldrich Partners LLC 2.27% of their portfolio | 114.8k $12.5m | Reduced -1.2k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 107.4k $11.7m | Added +3.4k |
| STRS OHIO 0.04% of their portfolio | 106.3k $11.5m | Added +2.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 98.5k $10.7m | Added +2.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 95.3k $10.3m | Reduced -22.2k |
| Nicholas Investment Partners, LP 0.91% of their portfolio | 91.3k $9.9m | Added +18.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 90.7k $9.8m | Reduced -2.4k |
| CONGRESS ASSET MANAGEMENT CO 0.07% of their portfolio | 89.9k $9.8m | Reduced -885 |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 87.9k $9.3m | Added +20.1k |
| MAIRS & POWER INC 0.09% of their portfolio | 86.2k $9.4m | Reduced -14.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.06% of their portfolio | 84.1k $9.1m | New |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 83.7k $9.1m | Reduced -11.9k |
| BARCLAYS PLC 0.00% of their portfolio | 81.7k $8.9m | Added +2.7k |
| Rafferty Asset Management, LLC 0.03% of their portfolio | 81.1k $8.8m | Reduced -31.1k |
| HARBOR CAPITAL ADVISORS, INC. 0.38% of their portfolio | 81.0k $8.8m | Added +39.2k |
| Retirement Systems of Alabama 0.03% of their portfolio | 80.8k $8.8m | Added +4.6k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 78.6k $8.5m | Added +519 |
| Sterling Capital Management LLC 0.11% of their portfolio | 77.7k $8.4m | First filing |
| Keeley-Teton Advisors, LLC 0.86% of their portfolio | 71.9k $7.8m | Added +20.8k |
| UBS Group AG 0.00% of their portfolio | 71.8k $7.8m | Added +3.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 68.7k $7.5m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 67.7k $7.4m | Reduced -14.3k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 65.1k $7.1m | Added +19.3k |
| CITIGROUP INC 0.01% of their portfolio | 64.0k $7.0m | Reduced -17.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 62.8k $6.8m | Added +2.5k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 60.5k $6.6m | Added +6.9k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 56.5k $6.1m | Added +4.9k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 55.9k $6.1m | Reduced -958 |