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 ($48.6m this quarter). Holder counts are more reliable. Shares outstanding: 67.0m as of 2025-07-31, 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 ≈ $123.94. Options: 4 managers hold calls ($2.1m notional), 1 hold puts ($0).
Trends to Q2 2025
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 |
| Q4 2024 | 444 |
| Q1 2025 | 454 |
| Q2 2025 | 473 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 136 | 181 |
| Q4 2023 | 204 | 149 |
| Q1 2024 | 186 | 195 |
| Q2 2024 | 192 | 156 |
| Q3 2024 | 241 | 154 |
| Q4 2024 | 191 | 186 |
| Q1 2025 | 231 | 198 |
| Q2 2025 | 244 | 200 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $3.0m | $375.1k | 0.13 |
| Q4 2024 | $10.2m | $0 | 0.00 |
| Q1 2025 | $1.9m | $461.4k | 0.24 |
| Q2 2025 | $2.1m | $0 | 0.00 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +436.4k |
| Clark Capital Management Group, Inc. | Added | +399.8k |
| Azora Capital LP | New | +355.6k |
| ROYAL BANK OF CANADA | Added | +188.3k |
| GOLDMAN SACHS GROUP INC | Added | +160.5k |
| FMR LLC | Added | +152.8k |
| JENNISON ASSOCIATES LLC | Added | +129.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +121.0k |
| CHICAGO TRUST Co NA | Added | +117.8k |
| Invesco Ltd. | Added | +101.1k |
Biggest sellers
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -295.4k |
| Capital International Investors | Reduced | -222.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -191.1k |
| Nuveen, LLC | Reduced | -181.5k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | Reduced | -178.7k |
| STATE STREET CORP | Reduced | -174.0k |
| FEDERATED HERMES, INC. | Reduced | -171.8k |
| Alyeska Investment Group, L.P. | Reduced | -139.7k |
| CANADA LIFE ASSURANCE Co | Reduced | -110.2k |
| FIRST TRUST ADVISORS LP | Reduced | -108.8k |
Biggest calls
| PUFF WEALTH MANAGEMENT, LLC | Added | $1.2m9.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $830.7k6.7k shares |
| SIMPLEX TRADING, LLC | New | $37.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| 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 Q2 2025
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2024 | 0 | — | 4 | $2.5m | — |
| Q1 2025 | 1 | — | 6 | $4.6m | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 6.9m $850.7m | Added +13.9k |
| BlackRock, Inc. 0.01% of their portfolio | 6.2m $769.2m | Reduced -34.2k |
| FMR LLC 0.04% of their portfolio | 5.4m $669.6m | Added +152.8k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 2.8m $346.2m | Reduced -44.7k |
| STATE STREET CORP 0.01% of their portfolio | 2.7m $334.9m | Reduced -174.0k |
| FIRST TRUST ADVISORS LP 0.19% of their portfolio | 1.9m $234.3m | Reduced -108.8k |
| EARNEST PARTNERS LLC 0.80% of their portfolio | 1.4m $177.8m | Added +23.2k |
| Capital International Investors 0.03% of their portfolio | 1.4m $169.6m | Reduced -222.6k |
| Invesco Ltd. 0.03% of their portfolio | 1.2m $152.5m | Added +101.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.08% of their portfolio | 1.2m $151.9m | Added +13.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $151.8m | Added +2.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.1m $131.0m | Reduced -8.9k |
| MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio | 1.0m $127.8m | Added +436.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio | 963.0k $119.4m | Added +48.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 946.2k $117.3m | Reduced -91.8k |
| JENNISON ASSOCIATES LLC 0.07% of their portfolio | 936.8k $116.1m | Added +129.4k |
| Clearbridge Investments, LLC 0.09% of their portfolio | 872.4k $108.2m | Added +558 |
| NORTHERN TRUST CORP 0.01% of their portfolio | 819.9k $101.6m | Reduced -32.7k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 790.8k $98.0m | Reduced -71.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 777.1k $96.3m | Reduced -10.2k |
| REINHART PARTNERS, LLC. 3.18% of their portfolio | 751.5k $93.2m | Added +81.8k |
| SEI INVESTMENTS CO 0.10% of their portfolio | 726.2k $90.0m | Added +27.7k |
| NORGES BANK 0.01% of their portfolio | 705.1k $87.4m | Reduced -38.2k |
| Channing Capital Management, LLC 2.37% of their portfolio | 686.5k $85.1m | Reduced -18.5k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 664.2k $82.4m | Added +11.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.30% of their portfolio | 653.9k $81.1m | Reduced -191.1k |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 597.8k $74.1m | Reduced -171.8k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 562.7k $69.8m | Reduced -11.6k |
| MORGAN STANLEY 0.00% of their portfolio | 560.9k $69.5m | Added +55.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 544.4k $67.5m | Reduced -22.8k |
| GW&K Investment Management, LLC 0.58% of their portfolio | 518.7k $64.3m | Added +6.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.59% of their portfolio | 516.4k $64.0m | Reduced -24.7k |
| Aberdeen Group plc 0.10% of their portfolio | 487.8k $60.5m | Added +34.3k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 477.6k $59.2m | Added +16.1k |
| Clark Capital Management Group, Inc. 0.39% of their portfolio | 450.6k $55.9m | Added +399.8k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.23% of their portfolio | 440.9k $54.7m | Added +25.4k |
| Fiera Capital Corp 0.17% of their portfolio | 411.7k $51.0m | Reduced -5.4k |
| Premier Fund Managers Ltd 1.82% of their portfolio | 404.1k $49.9m | Reduced -1.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 394.0k $48.8m | Added +44.0k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.46% of their portfolio | 390.2k $48.4m | Reduced -178.7k |
| FIL Ltd 0.04% of their portfolio | 366.3k $45.4m | Added +36.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 365.0k $45.3m | Added +188.3k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 358.2k $44.4m | Reduced -19.2k |
| Azora Capital LP 1.99% of their portfolio | 355.6k $44.1m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 337.0k $41.8m | Unchanged |
| Boston Partners 0.04% of their portfolio | 316.1k $39.3m | Reduced -50.9k |
| Global Alpha Capital Management Ltd. 2.38% of their portfolio | 307.3k $38.1m | Added +13.4k |
| Freestone Grove Partners LP 0.27% of their portfolio | 285.9k $35.4m | Unchanged |
| LORD, ABBETT & CO. LLC 0.11% of their portfolio | 279.1k $34.6m | Reduced -5.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 277.2k $34.4m | Added +160.5k |
| Granite Investment Partners, LLC 1.66% of their portfolio | 274.0k $34.0m | Reduced -24.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 249.3k $30.9m | Added +69.8k |
| Nuveen, LLC 0.01% of their portfolio | 243.2k $30.2m | Reduced -181.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.72% of their portfolio | 242.2k $30.0m | Added +14.4k |
| UBS Group AG 0.01% of their portfolio | 240.3k $29.8m | Reduced -101.2k |
| Leeward Investments, LLC - MA 1.56% of their portfolio | 236.7k $29.3m | Reduced -8.6k |
| WESTWOOD HOLDINGS GROUP INC 0.20% of their portfolio | 225.2k $27.9m | Added +24.3k |
| Lightrock Netherlands B.V. 5.63% of their portfolio | 193.9k $20.5m | Added +500 |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 192.0k $24.5m | Added +8.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 189.8k $23.5m | Reduced -167 |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 184.7k $22.9m | Added +1.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 172.0k $21.3m | Reduced -20.6k |
| Stieven Capital Advisors, L.P. 4.07% of their portfolio | 168.4k $20.9m | Added +13.6k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 163.9k $20.3m | Added +70.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 146.3k $18.1m | Reduced -3.6k |
| BARCLAYS PLC 0.01% of their portfolio | 146.2k $18.1m | Reduced -18.1k |
| CHICAGO TRUST Co NA 2.40% of their portfolio | 137.7k $17.1m | Added +117.8k |
| Alyeska Investment Group, L.P. 0.06% of their portfolio | 135.6k $16.8m | Reduced -139.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 133.1k $16.5m | Reduced -5.3k |
| CITIGROUP INC 0.01% of their portfolio | 132.3k $16.4m | Added +71.9k |
| Legal & General Group Plc 0.00% of their portfolio | 131.8k $16.3m | Added +121 |
| Ceredex Value Advisors LLC 0.35% of their portfolio | 131.3k $16.3m | Added +15.5k |
| Swiss National Bank 0.01% of their portfolio | 127.8k $15.8m | Reduced -1.1k |
| Phocas Financial Corp. 2.16% of their portfolio | 121.1k $15.0m | Added +18 |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 121.0k $15.0m | Reduced -1.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 121.0k $15.0m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 119.3k $14.8m | Added +578 |
| ExodusPoint Capital Management, LP 0.17% of their portfolio | 112.6k $14.0m | Added +85.8k |
| Vest Financial, LLC 0.20% of their portfolio | 112.2k $13.9m | Added +11.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.09% of their portfolio | 111.6k $13.8m | Added +7.1k |
| Nicholas Investment Partners, LP 1.20% of their portfolio | 108.4k $13.4m | Reduced -5.2k |
| STRS OHIO 0.05% of their portfolio | 105.8k $13.1m | Added +930 |
| ZACKS INVESTMENT MANAGEMENT 0.11% of their portfolio | 101.4k $12.6m | Reduced -757 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 98.5k $12.2m | Added +1.7k |
| Curi Capital, LLC 0.23% of their portfolio | 97.9k $12.1m | Added +24.6k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 97.8k $12.1m | Reduced -47.7k |
| HARBOR CAPITAL ADVISORS, INC. 0.50% of their portfolio | 95.9k $11.9m | Added +6.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 92.1k $11.4m | Added +2.0k |
| CONGRESS ASSET MANAGEMENT CO 0.08% of their portfolio | 91.1k $11.3m | Reduced -3.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 90.4k $11.2m | Unchanged |
| Quantinno Capital Management LP 0.05% of their portfolio | 88.3k $11.0m | Added +31.8k |
| Verition Fund Management LLC 0.06% of their portfolio | 87.4k $10.8m | Reduced -384 |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 83.9k $10.4m | Added +4.0k |
| Retirement Systems of Alabama 0.04% of their portfolio | 81.8k $10.1m | Added +870 |
| MALTESE CAPITAL MANAGEMENT LLC 1.39% of their portfolio | 80.0k $9.9m | Reduced -29.5k |
| Sterling Capital Management LLC 0.14% of their portfolio | 79.1k $9.8m | Added +3.9k |
| Aptus Capital Advisors, LLC 0.09% of their portfolio | 75.4k $9.4m | Added +6.6k |
| AXA S.A. 0.03% of their portfolio | 74.2k $9.2m | New |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 73.8k $9.2m | Added +2.1k |
| Rafferty Asset Management, LLC 0.03% of their portfolio | 69.3k $8.6m | Reduced -6.2k |