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WTFC — WINTRUST FINL CORP

Reported value held$4.98B
Funds holding (latest)46
SectorFinancials
Funds holding (Q2 2026)36
Institutional value$3.90B · 24.36M sh
New / Add / Cut / Exit3 / 12 / 19 / 2
Top-5 / Top-10 concentration63.7% / 80.9%
Institutional holdings change Accumulating +1.8% (+423.33K sh)
Institutional value change Up +17.7%

As of Q2 2026, 36 SEC-registered investment managers reported holding WTFC (WINTRUST FINL CORP) in their latest 13F filings, with a combined reported value of $3.90B across 24.36M shares. That is +1.8% by share count (+423.33K shares) versus the previous quarter, while reported value moved +17.7%. Ownership is concentrated: the five largest holders account for 63.7% of reported value and the top ten for 80.9%.

Compared with the prior quarter, 3 opened new positions, 12 added to existing stakes, 19 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

WTFC is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 6.58M $1.06B 0.02% Add
Fidelity Management & Research (FMR) history 5.12M $823.26M 0.04% Reduce
Geode Capital Management history 1.34M $215.09M 0.01% Add
Principal Global Investors history 1.25M $200.28M 0.10% Reduce
Invesco Ltd history 1.17M $188.84M 0.02% Reduce
Bank of America Corp history 1.05M $168.02M 0.01% Add
JPMorgan Chase & Co history 815.16K $131.22M 0.01% New
Charles Schwab Investment Management history 801.41K $128.80M 0.02% Reduce
Northern Trust Corp history 785.18K $126.19M 0.01% Hold
Norges Bank Investment Management history 742.96K $119.41M 0.01% Reduce
Millennium Management history 657.27K $105.64M 0.04% Reduce
Morgan Stanley history 604.96K $97.23M 0.01% Add
Wellington Management Group history 584.88K $94.00M 0.02% Reduce
BNY Mellon history 574.85K $92.39M 0.01% Reduce
Goldman Sachs Group history 464.47K $74.65M 0.01% Reduce
Capital World Investors history 444.61K $71.46M 0.01% Add
Fidelity International (FIL) history 391.40K $62.91M 0.04% Add
UBS Group AG history 195.54K $31.43M 0.00% Reduce
AQR Capital Management history 160.62K $25.67M 0.01% Add
Wells Fargo & Co history 149.97K $24.10M 0.00% Add
Legal & General Investment Management America history 85.94K $13.81M 0.00% Reduce
Deutsche Bank AG history 51.77K $8.32M 0.00% Add
Point72 Asset Management history 47.23K $7.59M 0.01% New
Manulife Financial history 46.77K $7.52M 0.01% Hold
Citigroup Inc history 42.82K $6.88M 0.00% Reduce
Lazard Asset Management history 37.17K $5.97M 0.01% Reduce
CPP Investments history 34.50K $5.54M 0.00% Reduce
Arrowstreet Capital history 15.58K $2.50M 0.00% Add
Marshall Wace history 12.29K $1.97M 0.00% Reduce
D. E. Shaw & Co history 10.15K $1.63M 0.00% Reduce
PNC Financial Services history 9.45K $1.52M 0.00% Add
Citadel Advisors history 5.30K $851.82K 0.00% Reduce
Amundi US history 4.61K $740.12K 0.00% Reduce
Prudential Financial history 3.64K $585.18K 0.00% Reduce
CDPQ (Caisse de Depot) history 2.80K $450.02K 0.00% New
T. Rowe Price Associates history 61.83K $9.94K 0.00% Add

Q1 2026 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 6.30M $874.85M 0.02% Add
Fidelity Management & Research (FMR) history 5.29M $734.49M 0.04% Reduce
Invesco Ltd history 1.37M $190.17M 0.03% Add
Geode Capital Management history 1.32M $183.35M 0.01% Add
Principal Global Investors history 1.27M $175.87M 0.09% Reduce
Bank of America Corp history 1.02M $141.52M 0.01% Reduce
Wellington Management Group history 832.35K $115.65M 0.02% Hold
Charles Schwab Investment Management history 807.55K $112.20M 0.02% Add
Northern Trust Corp history 787.58K $109.43M 0.01% Add
Millennium Management history 698.88K $97.10M 0.04% Reduce
BNY Mellon history 595.83K $82.78M 0.01% Add
Janus Henderson Group history 570.82K $79.31M 0.04% Reduce
Goldman Sachs Group history 510.72K $70.96M 0.01% Add
Morgan Stanley history 499.49K $69.40M 0.00% Add
Capital World Investors history 431.80K $59.99M 0.01% New
Fidelity International (FIL) history 358.09K $49.75M 0.04% Hold
UBS Group AG history 271.53K $37.73M 0.01% Add
Citadel Advisors history 180.24K $25.04M 0.00% Add
Wells Fargo & Co history 135.57K $18.84M 0.00% Reduce
AQR Capital Management history 117.07K $15.97M 0.01% Add
Amundi US history 111.46K $15.49M 0.00% Reduce
Legal & General Investment Management America history 86.63K $12.04M 0.00% Reduce
CPP Investments history 78.70K $10.93M 0.01% Add
Citigroup Inc history 52.71K $7.32M 0.00% Reduce
Lazard Asset Management history 49.45K $6.87M 0.01% Reduce
Manulife Financial history 46.56K $6.47M 0.01% Reduce
Marshall Wace history 45.57K $6.33M 0.01% Add
D. E. Shaw & Co history 18.88K $2.62M 0.00% New
Deutsche Bank AG history 10.01K $1.39M 0.00% Add
PNC Financial Services history 9.03K $1.25M 0.00% Reduce
Arrowstreet Capital history 4.81K $668.58K 0.00% New
Balyasny Asset Management history 4.31K $599.11K 0.00% Reduce
Prudential Financial history 3.87K $538.12K 0.00% Reduce
T. Rowe Price Associates history 57.16K $7.94K 0.00% Add

Q4 2025 — 35 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 6.75M $943.39M 0.01% Reduce
BlackRock Inc history 6.16M $861.97M 0.01% Reduce
Fidelity Management & Research (FMR) history 5.38M $752.90M 0.04% Add
Geode Capital Management history 1.27M $178.04M 0.01% Add
Principal Global Investors history 1.27M $177.98M 0.09% Reduce
Invesco Ltd history 1.14M $159.27M 0.03% Reduce
Bank of America Corp history 1.05M $146.98M 0.01% Reduce
Wellington Management Group history 832.35K $116.38M 0.02% Add
Norges Bank Investment Management history 800.49K $111.92M 0.01% Add
Millennium Management history 774.53K $108.29M 0.05% Add
Charles Schwab Investment Management history 772.71K $108.04M 0.02% Reduce
Northern Trust Corp history 768.67K $107.48M 0.01% Reduce
JPMorgan Chase & Co history 763.09K $106.70M 0.01% Reduce
Janus Henderson Group history 609.43K $85.21M 0.04% Reduce
BNY Mellon history 526.39K $73.60M 0.01% Reduce
Morgan Stanley history 481.14K $67.27M 0.00% Reduce
Fidelity International (FIL) history 357.85K $50.03M 0.04% Reduce
Goldman Sachs Group history 343.37K $48.01M 0.01% Reduce
Balyasny Asset Management history 254.33K $35.56M 0.05% Add
UBS Group AG history 219.53K $30.70M 0.01% Reduce
Amundi US history 147.75K $20.66M 0.01% New
Wells Fargo & Co history 136.80K $19.13M 0.00% Reduce
Legal & General Investment Management America history 99.74K $13.95M 0.00% Reduce
AQR Capital Management history 78.92K $11.03M 0.01% Reduce
Lazard Asset Management history 65.74K $9.19M 0.02% Reduce
Citigroup Inc history 64.15K $8.97M 0.00% Add
PSP Investments history 49.10K $6.87M 0.02% New
Manulife Financial history 47.71K $6.67M 0.01% Reduce
PNC Financial Services history 9.10K $1.27M 0.00% Add
Deutsche Bank AG history 9.00K $1.26M 0.00% Hold
CPP Investments history 6.70K $936.79K 0.00% New
Marshall Wace history 5.01K $700.92K 0.00% New
Prudential Financial history 4.33K $605.70K 0.00% Reduce
Citadel Advisors history 1.70K $238.11K 0.00% Reduce
T. Rowe Price Associates history 50.93K $7.12K 0.00% Add

Q3 2025 — 32 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 6.82M $902.99M 0.01% Reduce
BlackRock Inc history 6.21M $822.60M 0.01% Hold
Fidelity Management & Research (FMR) history 4.89M $647.28M 0.04% Reduce
Principal Global Investors history 1.30M $172.20M 0.09% Add
Geode Capital Management history 1.26M $166.38M 0.01% Add
Invesco Ltd history 1.16M $153.65M 0.03% Reduce
Bank of America Corp history 1.07M $141.94M 0.01% Add
JPMorgan Chase & Co history 908.66K $120.34M 0.02% Reduce
Northern Trust Corp history 801.83K $106.19M 0.01% Reduce
Charles Schwab Investment Management history 776.61K $102.85M 0.02% Hold
Millennium Management history 749.01K $99.20M 0.04% Reduce
Wellington Management Group history 680.97K $90.19M 0.02% New
Janus Henderson Group history 624.90K $82.76M 0.04% Reduce
Fidelity International (FIL) history 564.23K $74.73M 0.06% Add
BNY Mellon history 544.06K $72.06M 0.01% Hold
Morgan Stanley history 484.75K $64.20M 0.00% Reduce
Goldman Sachs Group history 374.08K $49.54M 0.01% Add
UBS Group AG history 271.76K $35.99M 0.01% Add
Wells Fargo & Co history 142.72K $18.90M 0.00% Reduce
Legal & General Investment Management America history 125.20K $16.58M 0.00% Reduce
Lazard Asset Management history 119.90K $15.88M 0.02% Reduce
AQR Capital Management history 107.68K $14.26M 0.01% Add
Citigroup Inc history 62.44K $8.27M 0.00% Reduce
Manulife Financial history 48.93K $6.48M 0.01% Reduce
Balyasny Asset Management history 42.99K $5.69M 0.01% Reduce
Royce & Associates history 26.76K $3.54M 0.04% Reduce
Two Sigma Investments history 18.58K $2.46M 0.00% New
Citadel Advisors history 15.84K $2.10M 0.00% Reduce
Deutsche Bank AG history 8.95K $1.19M 0.00% Add
PNC Financial Services history 8.62K $1.14M 0.00% Add
Prudential Financial history 6.92K $916.49K 0.00% Reduce
T. Rowe Price Associates history 48.27K $6.39K 0.00% Add

Q2 2025 — 31 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 6.86M $850.68M 0.01% Hold
BlackRock Inc history 6.20M $769.16M 0.01% Reduce
Fidelity Management & Research (FMR) history 5.40M $669.61M 0.04% Add
Invesco Ltd history 1.23M $152.48M 0.03% Add
Principal Global Investors history 1.23M $151.89M 0.08% Add
Geode Capital Management history 1.22M $151.80M 0.01% Hold
Bank of America Corp history 1.06M $131.01M 0.01% Reduce
Millennium Management history 1.03M $127.83M 0.06% Add
JPMorgan Chase & Co history 946.19K $117.31M 0.02% Reduce
Northern Trust Corp history 819.88K $101.65M 0.01% Reduce
Charles Schwab Investment Management history 777.13K $96.35M 0.02% Reduce
Norges Bank Investment Management history 705.09K $87.42M 0.01% Reduce
Janus Henderson Group history 664.24K $82.35M 0.04% Add
Morgan Stanley history 560.87K $69.54M 0.01% Add
BNY Mellon history 544.35K $67.49M 0.01% Reduce
Fidelity International (FIL) history 366.26K $45.41M 0.04% Add
Goldman Sachs Group history 277.19K $34.37M 0.01% Add
UBS Group AG history 240.31K $29.79M 0.01% Reduce
Wells Fargo & Co history 146.32K $18.14M 0.00% Reduce
Citigroup Inc history 132.28K $16.40M 0.01% Add
Legal & General Investment Management America history 131.81K $16.34M 0.00% Hold
AQR Capital Management history 83.87K $10.40M 0.01% Add
Balyasny Asset Management history 73.81K $9.15M 0.01% Add
Manulife Financial history 50.67K $6.28M 0.01% Reduce
Royce & Associates history 31.95K $3.96M 0.04% Reduce
Citadel Advisors history 30.50K $3.78M 0.00% New
Prudential Financial history 8.39K $1.09M 0.00% Add
PNC Financial Services history 7.59K $940.94K 0.00% Add
Deutsche Bank AG history 6.78K $840.09K 0.00% Reduce
Lazard Asset Management history 121.04K $15.01K 0.02% Reduce
T. Rowe Price Associates history 44.75K $5.55K 0.00% Add

Q1 2025 — 32 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 6.85M $770.08M 0.01% Reduce
BlackRock Inc history 6.24M $701.54M 0.01% Hold
Fidelity Management & Research (FMR) history 5.25M $590.20M 0.04% Add
Geode Capital Management history 1.22M $137.45M 0.01% Add
Principal Global Investors history 1.21M $136.31M 0.08% Reduce
Invesco Ltd history 1.13M $126.94M 0.03% Add
Bank of America Corp history 1.07M $119.84M 0.01% Add
JPMorgan Chase & Co history 1.04M $116.73M 0.02% Reduce
Northern Trust Corp history 852.58K $95.88M 0.01% Add
Charles Schwab Investment Management history 787.35K $88.55M 0.02% Reduce
Janus Henderson Group history 652.73K $73.18M 0.04% Reduce
Millennium Management history 594.71K $66.88M 0.04% Add
BNY Mellon history 567.11K $63.78M 0.01% Reduce
Morgan Stanley history 505.51K $56.85M 0.00% Add
UBS Group AG history 341.49K $38.40M 0.01% Add
Fidelity International (FIL) history 329.48K $37.05M 0.04% Add
MFS Investment Management history 295.38K $33.22M 0.01% Reduce
Wells Fargo & Co history 149.92K $16.86M 0.00% Add
Legal & General Investment Management America history 131.69K $14.81M 0.00% Add
Goldman Sachs Group history 116.68K $13.12M 0.00% Reduce
AQR Capital Management history 79.87K $8.85M 0.01% Reduce
Balyasny Asset Management history 71.73K $8.07M 0.01% New
Citigroup Inc history 60.36K $6.79M 0.00% Reduce
Manulife Financial history 53.37K $6.00M 0.01% Reduce
Point72 Asset Management history 39.70K $4.47M 0.01% Add
Royce & Associates history 32.41K $3.64M 0.04% Reduce
Deutsche Bank AG history 14.02K $1.58M 0.00% Add
Prudential Financial history 7.16K $805.55K 0.00% Reduce
PNC Financial Services history 7.01K $788.95K 0.00% Add
Lazard Asset Management history 122.65K $13.79K 0.02% Reduce
T. Rowe Price Associates history 42.98K $4.83K 0.00% Add
Amundi US history 7 $699 0.00% Reduce

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 6.58M 6.30M 6.16M 6.21M 6.20M 6.24M 6.24M 6.02M — — — — — — — — — — — —
Fidelity Management & Research (FMR) 5.12M 5.29M 5.38M 4.89M 5.40M 5.25M 5.00M 5.15M 4.52M 4.35M 4.30M 4.65M 4.17M 3.62M 3.61M 3.51M 3.46M 3.08M 3.98M 4.26M
Geode Capital Management 1.34M 1.32M 1.27M 1.26M 1.22M 1.22M 1.17M 1.16M 1.06M 1.04M 994.52K 963.90K 945.32K 896.98K 865.82K 824.05K 813.50K 781.31K 760.99K 730.50K
Principal Global Investors 1.25M 1.27M 1.27M 1.30M 1.23M 1.21M 1.30M 1.31M 1.17M 1.33M 860.62K 363.56K 229.75K 240.41K 259.68K 236.73K 241.26K 198.14K 193.75K 308.12K
Invesco Ltd 1.17M 1.37M 1.14M 1.16M 1.23M 1.13M 1.10M 1.07M 1.16M 1.07M 953.54K 716.25K 446.52K 164.44K 736.04K 720.73K 949.48K 718.03K 771.16K 824.22K
Bank of America Corp 1.05M 1.02M 1.05M 1.07M 1.06M 1.07M 897.93K 576.98K 415.09K 425.69K 322.16K 264.09K 258.09K 282.09K 206.23K 236.38K 287.55K 294.24K 308.46K 339.23K
JPMorgan Chase & Co 815.16K — 763.09K 908.66K 946.19K 1.04M 1.09M 1.13M 1.41M 1.51M 1.64M 1.83M 1.96M 1.81M 1.84M 1.77M 1.64M 1.58M 1.56M 1.90M
Charles Schwab Investment Management 801.41K 807.55K 772.71K 776.61K 777.13K 787.35K 800.74K 802.84K 589.28K 580.26K 558.96K 539.66K 513.19K 499.58K 489.28K 477.20K 438.29K 414.17K 402.93K 398.01K
Northern Trust Corp 785.18K 787.58K 768.67K 801.83K 819.88K 852.58K 709.18K 589.77K 560.81K 518.35K 575.70K 565.57K 576.43K 458.77K 454.64K 461.93K 464.46K 451.33K 465.01K 474.47K
Norges Bank Investment Management 742.96K — 800.49K — 705.09K — 761.02K — 530.36K — 667.37K — — — 645.94K — — — — —
Millennium Management 657.27K 698.88K 774.53K 749.01K 1.03M 594.71K 93.04K 294.97K 273.05K 390.52K 184.27K 661.37K 198.89K 986.71K 508.86K 824.94K 669.18K 486.78K 423.99K 477.38K
Morgan Stanley 604.96K 499.49K 481.14K 484.75K 560.87K 505.51K 469.95K 465.65K 558.55K 559.15K 349.05K 316.99K 321.65K 597.67K 883.35K 354.90K 394.70K 150.33K 124.33K 122.84K
Wellington Management Group 584.88K 832.35K 832.35K 680.97K — — — 169.20K 248.15K 441.32K 546.97K 711.08K 862.14K 797.58K 804.57K 669.75K 386.85K — 80.01K 123.74K
BNY Mellon 574.85K 595.83K 526.39K 544.06K 544.35K 567.11K 586.06K 652.61K 673.64K 678.39K 707.97K 641.44K 657.66K 653.10K 663.17K 655.28K 653.43K 622.38K 615.04K 627.80K
Goldman Sachs Group 464.47K 510.72K 343.37K 374.08K 277.19K 116.68K 126.31K 98.54K 95.88K 85.98K 126.40K 143.71K 105.50K 82.03K 286.05K 269.94K 664.21K 281.27K 201.14K 224.54K
Capital World Investors 444.61K 431.80K — — — — — — — — — — — — — — — — — —
Fidelity International (FIL) 391.40K 358.09K 357.85K 564.23K 366.26K 329.48K 322.46K 312.05K 334.76K 343.93K 305.19K 204.96K — — — — — — — —
UBS Group AG 195.54K 271.53K 219.53K 271.76K 240.31K 341.49K 245.85K 71.82K 67.99K 40.45K 19.51K 32.21K 19.97K 46.51K 47.56K 43.91K 86.25K 56.33K 80.55K 83.17K
AQR Capital Management 160.62K 117.07K 78.92K 107.68K 83.87K 79.87K 99.56K 87.86K 67.81K 26.08K 18.96K 43.93K 87.87K 201.75K 277.20K 351.67K 264.48K 164.86K 163.98K 211.82K
Wells Fargo & Co 149.97K 135.57K 136.80K 142.72K 146.32K 149.92K 146.13K 146.40K 153.69K 146.91K 33.22K 31.23K 31.32K 41.96K 33.92K 33.89K 31.02K 57.04K 53.18K 66.50K

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