Wintrust Financial Corp. (wtfc V6.875 Perp E)Preferred / convertible

13F holders, Q1 2025 (March 31)
2holders +1
2new positions
0sold out
$25.38avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Wintrust Financial Corp. (wtfc V6.875 Perp E) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were Iat Reinsurance Co. LTD. ($3.0M) and Thurston, Springer, Miller, Herd & Titak, Inc. ($56K).

Company
Wintrust Financial Corp. (wtfc V6.875 Perp E)
CUSIP
97650W504
Latest filing quarter
Q2 2025

History

Number of 13F holders

012 Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025

Total Exit/New Position Q3 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$3.1M
Exits0$0

All 13F filers, Q3 2024 → Q1 2025: 122,200 shares bought, net +122,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Iat Reinsurance Co. LTD. — New 120,000 $3.0M
Thurston, Springer, Miller, Herd & Titak, Inc. — New 2,200 $56K

"% of holder's portfolio" is WINTRUST FINANCIAL CORP (WTFC V6.875 PERP E)'s weight in each manager's 13F, not the share of Wintrust Financial Corp. (wtfc V6.875 Perp E) the manager owns.