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 ($54.5m this quarter). Holder counts are more reliable. Shares outstanding: 67.4m as of 2026-04-30, 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 ≈ $138.86. Options: 3 managers hold calls ($1.1m notional), 5 hold puts ($3.8m).
Trends to Q1 2026
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 |
| Q3 2025 | 478 |
| Q4 2025 | 527 |
| Q1 2026 | 557 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 192 | 156 |
| Q3 2024 | 241 | 154 |
| Q4 2024 | 191 | 186 |
| Q1 2025 | 231 | 198 |
| Q2 2025 | 244 | 200 |
| Q3 2025 | 224 | 209 |
| Q4 2025 | 229 | 236 |
| Q1 2026 | 275 | 218 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.1m | $0 | 0.00 |
| Q3 2025 | $2.4m | $0 | 0.00 |
| Q4 2025 | $769.0k | $0 | 0.00 |
| Q1 2026 | $1.1m | $3.8m | 3.32 |
Biggest buyers
| Capital World Investors | New | +431.8k |
| FIRST TRUST ADVISORS LP | Added | +385.1k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | New | +246.7k |
| Invesco Ltd. | Added | +229.6k |
| Artemis Investment Management LLP | Added | +187.6k |
| CITADEL ADVISORS LLC | Added | +175.0k |
| JONES FINANCIAL COMPANIES LLLP | Added | +173.3k |
| Alyeska Investment Group, L.P. | Added | +170.9k |
| GOLDMAN SACHS GROUP INC | Added | +167.3k |
| BlackRock, Inc. | Added | +131.7k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -652.3k |
| Capital International Investors | Reduced | -431.8k |
| Balyasny Asset Management L.P. | Reduced | -250.0k |
| Verition Fund Management LLC | Sold out | -203.6k |
| BANK OF NOVA SCOTIA | Sold out | -172.1k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -169.8k |
| JENNISON ASSOCIATES LLC | Reduced | -144.7k |
| MEEDER ASSET MANAGEMENT INC | Reduced | -141.1k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -125.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -104.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $611.3k4.4k shares |
| CenterStar Asset Management, LLC | New | $277.9k2.0k shares |
| CITADEL ADVISORS LLC | New | $250.1k1.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $3.0m21.4k shares |
| JANE STREET GROUP, LLC | New | $319.6k2.3k shares |
| CITADEL ADVISORS LLC | New | $236.2k1.7k shares |
| CenterStar Asset Management, LLC | New | $236.2k1.7k shares |
| SIMPLEX TRADING, LLC | New | $13.9k100 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 1 | — | 2 | $2.4m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 5 | $3.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-04 | Hahnfeld Jeffrey D EVP-CONTROLLER & CHIEF ACC OFF | Sold | $77.2k530 shares |
| 2026-03-02 | MURPHY RICHARD B VICE CHAIR,CHIEF LENDING OFC | Sold | $585.4k4.0k shares |
| 2026-02-04 | Boege Kathleen M EVP, CHIEF LEGAL OFC, AND SEC | Sold | $798.1k5.0k shares |
| 2026-01-30 | Lee David Eric VICE CHAIR, WINTRUST FINANCIAL | Sold | $82.3k558 shares |
| 2026-01-29 | Boege Kathleen M EVP, CHIEF LEGAL OFC, AND SEC | Sold | $731.9k5.0k shares |
| 2026-01-29 | MURPHY RICHARD B VICE CHAIR,CHIEF LENDING OFC | Sold | $480.7k3.3k shares |
| 2026-01-29 | STOEHR DAVID L CHIEF FINANCIAL OFFICER | Sold | $365.3k2.5k shares |
| 2026-01-27 | Hahnfeld Jeffrey D EVP-CONTROLLER & CHIEF ACC OFF | Sold | $45.7k314 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 6.3m $874.8m | Added +131.7k |
| FMR LLC 0.04% of their portfolio | 5.3m $734.5m | Reduced -98.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 3.6m $498.4m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.0m $420.4m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 2.7m $375.4m | Reduced -5.7k |
| STATE STREET CORP 0.01% of their portfolio | 2.6m $359.3m | Reduced -88.3k |
| FIRST TRUST ADVISORS LP 0.18% of their portfolio | 1.8m $254.3m | Added +385.1k |
| EARNEST PARTNERS LLC 0.80% of their portfolio | 1.4m $194.6m | Reduced -39.5k |
| Invesco Ltd. 0.02% of their portfolio | 1.4m $190.2m | Added +229.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $183.3m | Added +46.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.09% of their portfolio | 1.3m $175.9m | Reduced -7.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.0m $141.5m | Reduced -32.6k |
| Clearbridge Investments, LLC 0.12% of their portfolio | 957.2k $133.0m | Added +82.5k |
| Capital International Investors 0.03% of their portfolio | 902.7k $125.4m | Reduced -431.8k |
| JENNISON ASSOCIATES LLC 0.08% of their portfolio | 848.6k $117.9m | Reduced -144.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 832.4k $115.6m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 807.5k $112.2m | Added +34.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 787.6k $109.4m | Added +18.9k |
| SEI INVESTMENTS CO 0.10% of their portfolio | 745.3k $103.5m | Reduced -3.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 722.7k $96.5m | Reduced -40.4k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 698.9k $97.1m | Reduced -75.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.30% of their portfolio | 650.6k $90.4m | Reduced -652.3k |
| Clark Capital Management Group, Inc. 0.54% of their portfolio | 626.1k $87.0m | Added +36.4k |
| Artemis Investment Management LLP 0.90% of their portfolio | 611.6k $85.0m | Added +187.6k |
| Channing Capital Management, LLC 2.17% of their portfolio | 610.7k $84.8m | Reduced -40.7k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 606.0k $84.7m | Reduced -125.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 595.8k $82.8m | Added +69.4k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 570.8k $79.3m | Reduced -38.6k |
| Fiera Capital Corp 0.26% of their portfolio | 548.1k $76.2m | Added +13.2k |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 530.5k $73.7m | Added +60.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 525.9k $73.1m | Reduced -74.1k |
| REINHART PARTNERS, LLC. 2.10% of their portfolio | 524.6k $72.9m | Reduced -11 |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 510.7k $71.0m | Added +167.3k |
| MORGAN STANLEY 0.00% of their portfolio | 499.5k $69.4m | Added +18.4k |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 493.1k $68.5m | Reduced -12.3k |
| Aberdeen Group plc 0.11% of their portfolio | 476.3k $66.2m | Added +2.7k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.66% of their portfolio | 462.0k $64.2m | Reduced -81.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.27% of their portfolio | 455.2k $63.2m | Reduced -104.5k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 443.1k $61.6m | Reduced -27.4k |
| Capital World Investors 0.01% of their portfolio | 431.8k $60.0m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 422.9k $58.8m | Added +36.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 415.6k $57.7m | First filing |
| GW&K Investment Management, LLC 0.49% of their portfolio | 399.0k $55.4m | Reduced -12.2k |
| FIL Ltd 0.04% of their portfolio | 358.1k $49.8m | Added +243 |
| Junto Capital Management LP 1.05% of their portfolio | 356.6k $49.5m | Added +103.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 332.4k $46.2m | Reduced -3.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 319.8k $44.4m | Reduced -5.8k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.36% of their portfolio | 294.7k $40.9m | Reduced -35.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 293.0k $40.7m | Reduced -6.7k |
| Quantinno Capital Management LP 0.07% of their portfolio | 282.4k $39.2m | Added +115.1k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 281.1k $39.1m | Reduced -169.8k |
| UBS Group AG 0.01% of their portfolio | 271.5k $37.7m | Added +52.0k |
| Boston Partners 0.04% of their portfolio | 266.8k $37.1m | Added +15.9k |
| Nuveen, LLC 0.01% of their portfolio | 254.3k $35.3m | Reduced -4.4k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.34% of their portfolio | 246.7k $34.3m | New |
| Global Alpha Capital Management Ltd. 1.96% of their portfolio | 234.4k $32.6m | Reduced -1.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.69% of their portfolio | 233.5k $32.4m | Reduced -2.6k |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 229.8k $31.9m | Added +48.8k |
| WESTWOOD HOLDINGS GROUP INC 0.21% of their portfolio | 206.0k $28.6m | Reduced -10.0k |
| LORD, ABBETT & CO. LLC 0.09% of their portfolio | 202.4k $28.1m | Reduced -14.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 198.3k $27.6m | Added +3.2k |
| Premier Fund Managers Ltd 1.78% of their portfolio | 187.8k $25.1m | Reduced -69.5k |
| Lightrock Netherlands B.V. 5.35% of their portfolio | 180.4k $25.1m | Reduced -1.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 176.9k $24.6m | Added +92.5k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 176.7k $24.6m | Added +175.0k |
| Alyeska Investment Group, L.P. 0.07% of their portfolio | 176.0k $24.5m | Added +170.9k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 174.1k $23.0m | Added +173.3k |
| Holocene Advisors, LP 0.06% of their portfolio | 170.8k $23.7m | Reduced -91.1k |
| Leeward Investments, LLC - MA 1.16% of their portfolio | 168.9k $23.5m | Reduced -3.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 156.1k $21.7m | Added +26.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 154.4k $21.5m | Added +477 |
| Granite Investment Partners, LLC 1.31% of their portfolio | 153.5k $21.3m | Reduced -9.5k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 147.1k $20.6m | Reduced -43.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 135.6k $18.8m | Reduced -1.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 134.8k $18.7m | Reduced -9.4k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 132.8k $18.5m | Added +86.3k |
| Swiss National Bank 0.01% of their portfolio | 132.5k $18.4m | Added +300 |
| Curi Capital, LLC 0.31% of their portfolio | 126.4k $17.6m | Added +17.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 117.2k $16.3m | Added +13.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 117.1k $16.0m | Added +38.2k |
| Nicholas Investment Partners, LP 1.17% of their portfolio | 116.8k $16.2m | Reduced -749 |
| LPL Financial LLC 0.00% of their portfolio | 112.4k $15.6m | Added +6.1k |
| Amundi 0.00% of their portfolio | 111.5k $15.5m | Reduced -36.3k |
| ZACKS INVESTMENT MANAGEMENT 0.12% of their portfolio | 111.2k $15.5m | Added +4.4k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 108.5k $15.1m | Added +27.2k |
| CONGRESS ASSET MANAGEMENT CO 0.11% of their portfolio | 107.2k $14.9m | Added +16.3k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 107.1k $14.9m | Reduced -48.3k |
| Ceredex Value Advisors LLC 0.46% of their portfolio | 106.0k $14.7m | Reduced -21.1k |
| CHICAGO TRUST Co NA 2.34% of their portfolio | 105.4k $14.6m | Reduced -14.4k |
| Trexquant Investment LP 0.10% of their portfolio | 102.5k $14.2m | Added +95.5k |
| Stieven Capital Advisors, L.P. 2.85% of their portfolio | 96.1k $13.3m | Reduced -27.9k |
| SEGALL BRYANT & HAMILL, LLC 0.19% of their portfolio | 94.1k $13.1m | New |
| Polar Asset Management Partners Inc. 0.31% of their portfolio | 94.0k $13.1m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 93.7k $13.0m | Reduced -2.4k |
| SG Americas Securities, LLC 0.01% of their portfolio | 92.3k $12.8m | Added +40.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 90.1k $12.5m | Reduced -21.6k |
| Aptus Capital Advisors, LLC 0.10% of their portfolio | 88.1k $12.2m | Added +903 |
| Legal & General Group Plc 0.00% of their portfolio | 86.6k $12.0m | Reduced -13.1k |
| Retirement Systems of Alabama 0.04% of their portfolio | 82.1k $11.4m | Added +1.7k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 80.8k $11.2m | Reduced -2.6k |