Wintrust FinancialWTFC
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 445 institutions reported holding Wintrust Financial Corp. (WTFC) in their 13F filings, up 26 from Q3 2024. 53 opened new positions and 36 sold out. The largest holders were Vanguard Group Inc. ($861.9M), BlackRock, Inc. ($778.7M) and FMR LLC ($623.7M). 6 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Wintrust Financial Corp.
- CUSIP
- 97650W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $262.2M |
| Exits | 36 | $35.6M |
All 13F filers, Q3 2024 → Q4 2024: 5,299,667 shares bought and 3,508,668 shares sold, net +1,790,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 445 holders
| Vanguard Group Inc. | 0.01% | Add +0.8% | 6,911,488 | $861.9M |
| BlackRock, Inc. | 0.02% | Add +3.8% | 6,243,979 | $778.7M |
| FMR LLC | 0.04% | Reduce -3.0% | 5,001,189 | $623.7M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -9.2% | 2,967,886 | $370.1M |
| State Street Corp. | 0.01% | Add +11.2% | 2,922,297 | $364.4M |
| Capital International Investors | 0.04% | No change | 1,786,629 | $222.8M |
| Earnest Partners LLC | 0.73% | New | 1,313,186 | $163.8M |
| Principal Financial Group Inc. | 0.09% | Reduce -0.5% | 1,301,192 | $162.3M |
| First Trust Advisors LP | 0.14% | Add +36.5% | 1,263,837 | $157.6M |
| Geode Capital Management, LLC | 0.01% | Add +0.9% | 1,165,898 | $145.4M |
| Fuller & Thaler Asset Management, Inc. | 0.54% | Reduce -0.7% | 1,133,364 | $141.3M |
| Invesco Ltd. | 0.03% | Add +2.8% | 1,098,706 | $137.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.2% | 1,091,261 | $136.1M |
| Alliancebernstein L.P. | 0.04% | Reduce -9.2% | 1,048,816 | $130.8M |
| Victory Capital Management Inc. | 0.12% | Reduce -29.7% | 938,483 | $117.0M |
| Bank of America Corp. | 0.01% | Add +55.6% | 897,932 | $112.0M |
| Clearbridge Investments, LLC | 0.09% | Add +41.3% | 865,409 | $107.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.3% | 800,744 | $99.9M |
| Channing Capital Management, LLC | 2.65% | Reduce -5.0% | 797,270 | $99.4M |
| Federated Hermes, Inc. | 0.21% | Reduce -5.6% | 775,223 | $96.7M |
| Norges Bank | 0.01% | Add +4.9% | 761,016 | $94.9M |
| Northern Trust Corp. | 0.01% | Add +20.3% | 709,182 | $88.4M |
| Sei Investments Co. | 0.11% | Add +261.4% | 698,628 | $87.1M |
| Janus Henderson Group PLC | 0.04% | Reduce -9.2% | 696,934 | $86.9M |
| Van Lanschot Kempen Investment Management N.V. | 0.83% | Add +6.9% | 665,367 | $83.0M |
| American Century Companies Inc. | 0.05% | Reduce -0.3% | 644,778 | $80.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.2% | 586,057 | $73.1M |
| Reinhart Partners, Llc. | 2.81% | Reduce -25.2% | 584,589 | $72.9M |
| Frontier Capital Management Co. LLC | 0.65% | Reduce -0.7% | 547,942 | $68.3M |
| Boston Partners | 0.08% | Reduce -13.4% | 527,068 | $66.5M |
| Jennison Associates LLC | 0.04% | Reduce -1.8% | 526,822 | $65.7M |
| GW&K Investment Management, LLC | 0.54% | Add +1.0% | 513,752 | $64.1M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -4.8% | 473,435 | $59.0M |
| Morgan Stanley | 0.00% | Add +0.9% | 469,954 | $58.6M |
| Fiera Capital Corp | 0.17% | Reduce -2.2% | 420,379 | $52.4M |
| Alyeska Investment Group, L.P. | 0.19% | New | 414,991 | $51.8M |
| Fisher Asset Management | 0.02% | Reduce -6.9% | 406,692 | $50.7M |
| Premier Fund Managers Ltd | 1.80% | Add +1.2% | 404,829 | $50.4M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -11.3% | 382,610 | $47.7M |
| Aberdeen Group plc | 0.09% | Add +20.7% | 379,407 | $47.3M |
| New York State Common Retirement Fund | 0.06% | Reduce -1.9% | 350,641 | $43.7M |
| Westfield Capital Management Co. LP | 0.18% | Add +37.2% | 325,495 | $40.6M |
| Raymond James Financial Inc. | 0.01% | — | 325,251 | $40.6M |
| FIL Ltd | 0.04% | Add +3.3% | 322,461 | $40.2M |
| Global Alpha Capital Management Ltd. | 2.69% | Reduce -17.8% | 297,033 | $37.0M |
| Freestone Grove Partners LP | 0.44% | — | 285,878 | $35.7M |
| Lord, Abbett & Co. LLC | 0.12% | Reduce -0.8% | 284,040 | $35.4M |
| Granite Investment Partners, LLC | 1.52% | Reduce -2.1% | 282,551 | $35.2M |
| Leeward Investments, LLC - MA | 1.59% | Reduce -6.9% | 256,664 | $32.0M |
| UBS Group AG | 0.01% | Add +242.3% | 245,849 | $30.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.5% | 244,229 | $30.5M |
| Kennedy Capital Management LLC | 0.58% | Reduce -29.6% | 211,228 | $26.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.0% | 207,564 | $25.9M |
| Westwood Holdings Group Inc. | 0.20% | Reduce -20.4% | 200,981 | $25.1M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -4.1% | 194,969 | $24.2M |
| Loomis Sayles & Co. L P | 0.03% | No change | 191,962 | $23.9M |
| Rhumbline Advisers | 0.02% | Reduce -0.9% | 190,398 | $23.7M |
| Glenmede Trust Co. NA | 0.12% | Reduce -1.0% | 181,170 | $22.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +24.1% | 173,026 | $21.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -22.0% | 172,421 | $21.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +20.0% | 167,327 | $20.9M |
| Stieven Capital Advisors, L.P. | 3.48% | Reduce -5.5% | 156,860 | $19.6M |
| State of Wisconsin Investment Board | 0.05% | Reduce -8.5% | 146,284 | $18.2M |
| Wells Fargo & Company | 0.00% | Reduce -0.2% | 146,131 | $18.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +137.1% | 143,380 | $17.9M |
| Swiss National Bank | 0.01% | Add +0.7% | 130,767 | $16.3M |
| Legal & General Group Plc | 0.00% | Add +0.3% | 129,087 | $16.1M |
| Phocas Financial Corp. | 2.13% | Reduce -0.9% | 128,074 | $16.0M |
| Holocene Advisors, LP | 0.05% | Add +158.0% | 126,830 | $15.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.2% | 126,308 | $15.8M |
| Lazard Asset Management LLC | 0.02% | Reduce -25.2% | 123,295 | $15.4M |
| California Public Employees Retirement System | 0.01% | Reduce -3.9% | 120,350 | $15.0M |
| Lightrock Netherlands B.V. | 5.25% | — | 119,443 | $15.0M |
| Ceredex Value Advisors LLC | 0.30% | Reduce -13.7% | 118,712 | $14.8M |
| Citigroup Inc. | 0.01% | Add +77.7% | 113,818 | $14.2M |
| Barclays PLC | 0.01% | Add +37.0% | 111,950 | $14.0M |
| Moody Aldrich Partners LLC | 2.58% | Reduce -2.8% | 111,651 | $13.9M |
| STRS Ohio | 0.05% | Add +0.8% | 107,235 | $13.4M |
| Silvercrest Asset Management Group LLC | 0.08% | Add +21.2% | 101,944 | $12.7M |
| AQR Capital Management | 0.02% | Add +13.3% | 99,561 | $12.4M |
| Zacks Investment Management | 0.11% | Reduce -16.4% | 99,241 | $12.4M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -9.0% | 97,679 | $12.2M |
| Nicholas Investment Partners, LP | 1.15% | Add +3.6% | 94,535 | $11.8M |
| Congress Asset Management Co. | 0.08% | Add +4.9% | 94,338 | $11.8M |
| Millennium Management | 0.01% | Reduce -68.5% | 93,042 | $11.6M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.8% | 89,968 | $11.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.0% | 88,623 | $11.1M |
| Mairs & Power Inc. | 0.10% | Reduce -0.1% | 86,135 | $10.7M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 80,849 | $10.1M |
| Sterling Capital Management LLC | 0.14% | Add +2.6% | 79,686 | $9.9M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -4.1% | 77,821 | $9.7M |
| Harbor Capital Advisors, Inc. | 0.42% | Reduce -4.5% | 77,399 | $9.7M |
| Corebridge Financial, Inc. | 0.05% | Reduce -4.3% | 75,226 | $9.4M |
| Maltese Capital Management LLC | 1.35% | Reduce -57.1% | 70,100 | $8.7M |
| Keeley-Teton Advisors, LLC | 1.00% | Reduce -4.3% | 68,847 | $8.6M |
| Allianz Asset Management GmbH | 0.01% | Add +17.6% | 66,433 | $8.3M |
| Neuberger Berman Group LLC | 0.01% | Add +39.9% | 65,761 | $8.2M |
| Verition Fund Management LLC | 0.04% | New | 63,987 | $8.0M |
| Clark Capital Management Group, Inc. | 0.06% | Add +33.7% | 63,172 | $7.9M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 62,092 | $7.7M |
| Aptus Capital Advisors, LLC | 0.09% | New | 61,096 | $7.6M |
| Royce & Associates LP | 0.07% | Reduce -27.3% | 60,871 | $7.6M |
| Comerica Bank | 0.03% | Add +16.8% | 56,293 | $7.0M |
| Guggenheim Capital LLC | 0.06% | Add +4.2% | 56,288 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -1.6% | 54,990 | $6.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.1% | 53,873 | $6.7M |
| Natixis Advisors, LLC | 0.01% | Add +3.9% | 49,636 | $6.2M |
| Siena Capital Partners GP, LLC | 1.66% | No change | 48,264 | $6.0M |
| Pathstone Holdings, LLC | 0.03% | Add +3.1% | 47,907 | $6.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.1% | 47,771 | $6.0M |
| F/m Investments LLC | 0.20% | Reduce -63.9% | 43,647 | $5.4M |
| Prudential Financial Inc. | 0.01% | Reduce -14.8% | 43,283 | $5.4M |
| Alberta Investment Management Corp | 0.04% | Add +8.5% | 43,096 | $5.4M |
| Truist Financial Corp. | 0.01% | Add +0.7% | 41,653 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +102.9% | 41,274 | $5.1M |
| Curi Capital, LLC | 0.12% | New | 41,264 | $5.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.0% | 38,429 | $4.8M |
| MetLife Investment Management, LLC | 0.03% | Add +9.1% | 37,454 | $4.7M |
| Rosenthal | Henry Capital Advisors, Inc. | 4.31% | No change | 37,309 | $4.7M |
| Sapience Investments, LLC | 2.34% | Reduce -15.7% | 32,108 | $4.0M |
| HSBC Holdings PLC | 0.00% | New | 32,062 | $4.0M |
| Amalgamated Bank | 0.03% | No change | 31,544 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -8.2% | 31,232 | $3.9M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -8.2% | 31,232 | $3.9M |
| KBC Group NV | 0.01% | Add +1412.8% | 30,393 | $3.8M |
| Petiole USA ltd | 2.33% | No change | 29,750 | $3.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -12.6% | 29,475 | $3.7M |
| Shaker Investments LLC | 1.50% | Reduce -0.8% | 28,697 | $3.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 28,525 | $3.6M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 28,490 | $3.6M |
| Alaska Permanent Fund Corp | 0.05% | No change | 27,997 | $3.5M |
| North Star Investment Management Corp. | 0.23% | Reduce -2.7% | 26,986 | $3.4M |
| Cinctive Capital Management LP | 0.18% | New | 26,740 | $3.3M |
| Calamos Advisors LLC | 0.02% | New | 26,293 | $3.3M |
| Quantinno Capital Management LP | 0.03% | Add +23.3% | 25,587 | $3.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -10.4% | 25,462 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -11.8% | 25,005 | $3.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.3% | 24,492 | $3.1M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -33.1% | 24,027 | $3.0M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 23,421 | $2.9M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.4% | 23,332 | $2.9M |
| Teacher Retirement System of Texas | 0.01% | Add +10.2% | 22,726 | $2.8M |
| Cerity Partners LLC | 0.01% | Reduce -6.7% | 24,296 | $2.7M |
| US Bancorp \de | 0.00% | Reduce -19.1% | 19,985 | $2.5M |
| Vest Financial, LLC | 0.04% | Add +44.3% | 19,806 | $2.5M |
| CHICAGO TRUST Co NA | 0.46% | No change | 19,796 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 19,325 | $2.4M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 19,291 | $2.4M |
| Vestor Capital, LLC | 0.18% | Reduce -2.3% | 19,051 | $2.4M |
| Blair William & Co. | 0.01% | Reduce -3.0% | 18,946 | $2.4M |
| M&T Bank Corp | 0.01% | Add +0.4% | 18,696 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.5% | 18,500 | $2.3M |
| Elizabeth Park Capital Advisors, Ltd. | 1.87% | No change | 18,392 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -61.7% | 18,364 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -5.3% | 18,295 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +34.8% | 17,081 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -3.4% | 17,950 | $2.2M |
| Access Investment Management LLC | 0.65% | Add +0.7% | 17,855 | $2.2M |
| Assetmark, Inc. | 0.01% | Add +6.3% | 17,770 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +26.4% | 17,423 | $2.2M |
| Oliver Luxxe Assets LLC | 0.39% | No change | 19,930 | $2.2M |
| Wedge Capital Management L L P | 0.04% | Reduce -1.0% | 17,245 | $2.2M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.11% | New | 16,500 | $2.1M |
| one8zero8, LLC | 0.44% | — | 16,375 | $2.0M |
| LPL Financial LLC | 0.00% | Add +29.3% | 15,980 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +15.6% | 15,790 | $2.0M |
| State of Michigan Retirement System | 0.01% | No change | 15,763 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 15,623 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +35.1% | 15,241 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -61.6% | 15,010 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,897 | $1.9M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -8.4% | 14,815 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.2% | 14,777 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 14,684 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.1% | 13,565 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | — | 13,500 | $1.7M |
| Amundi | 0.00% | No change | 13,000 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +4145.2% | 13,330 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -2.4% | 13,318 | $1.7M |
| Creative Planning | 0.00% | Reduce -4.3% | 12,774 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 12,400 | $1.5M |
| Legato Capital Management LLC | 0.19% | Add +7.8% | 11,955 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +13.2% | 11,928 | $1.5M |
| Danske Bank A/S | 0.00% | Add +1388.0% | 11,904 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -4.9% | 11,116 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +34.5% | 10,926 | $1.4M |
| Mariner, LLC | 0.00% | Add +1.6% | 10,914 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.1% | 10,852 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -36.9% | 10,515 | $1.3M |
| Norris Perne & French LLP | 0.09% | Reduce -16.5% | 10,405 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -0.6% | 10,179 | $1.3M |
| Well Done, LLC | 0.23% | No change | 11,599 | $1.3M |
| Emerald Mutual Fund Advisers Trust | 0.08% | No change | 9,990 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +1.9% | 9,910 | $1.2M |
| Hunter Perkins Capital Management, LLC | 0.25% | No change | 9,560 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.4% | 9,409 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +10.0% | 9,364 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +3.0% | 9,319 | $1.2M |
| Hennessy Advisors Inc. | 0.03% | Reduce -40.0% | 9,000 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -12.0% | 8,940 | $1.1M |
| Nomura Holdings Inc. | 0.01% | New | 8,823 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.9% | 8,687 | $1.1M |
| Brevan Howard Capital Management LP | 0.03% | New | 8,630 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -26.1% | 8,361 | $1.1M |
| Point72 Asset Management | 0.00% | New | 8,500 | $1.1M |
| Tredje AP-fonden | 0.01% | No change | 8,460 | $1.1M |
| Tidal Investments LLC | 0.01% | Reduce -4.3% | 8,280 | $1.0M |
| Susquehanna Fundamental Investments, LLC | 0.02% | — | 8,121 | $1.0M |
| Edgestream Partners, L.P. | 0.04% | Reduce -65.7% | 8,098 | $1.0M |
| Lighthouse Investment Partners, LLC | 0.04% | New | 8,037 | $1.0M |
| EJF Capital LP | 0.67% | Reduce -60.9% | 7,790 | $971K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 7,790 | $971K |
| Marshall Wace, LLP | 0.00% | New | 7,761 | $968K |
| Keybank National Association | 0.00% | Reduce -18.4% | 7,690 | $959K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.8% | 7,583 | $945K |
| Xponance LLC | 0.01% | Add +5.7% | 7,523 | $938K |
| Park Avenue Securities LLC | 0.01% | Add +36.6% | 7,459 | $930K |
| Two Sigma Securities, LLC | 0.16% | Add +54.4% | 6,987 | $871K |
| MML Investors Services, LLC | 0.00% | Add +10.3% | 6,843 | $853K |
| Ethic Inc. | 0.02% | Reduce -4.8% | 6,614 | $825K |
| Pitcairn Co. | 0.05% | Add +0.5% | 6,582 | $821K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.7% | 6,466 | $806K |
| CSS LLC | 0.15% | No change | 6,284 | $784K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -11.1% | 6,252 | $780K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.7% | 6,250 | $779K |
| Simplex Trading, LLC | 0.02% | New | 6,196 | $772K |
| Forum Financial Management, LP | 0.01% | Add +1.1% | 6,129 | $764K |
| AXA S.A. | 0.00% | Reduce -8.2% | 6,120 | $763K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.0% | 5,990 | $747K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.7% | 5,957 | $743K |
| XTX Topco Ltd | 0.06% | Add +66.6% | 5,937 | $740K |
| Greenleaf Trust | 0.01% | Add +112.7% | 5,848 | $729K |
| Panagora Asset Management Inc. | 0.00% | Reduce -0.1% | 5,805 | $724K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -2.1% | 5,779 | $721K |
| Pekin Hardy Strauss, Inc. | 0.09% | No change | 5,750 | $717K |
| Knights of Columbus Asset Advisors LLC | 0.05% | No change | 5,683 | $709K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +6.0% | 5,676 | $708K |
| &partners | 0.01% | Add +113.1% | 5,430 | $695K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.2% | 5,532 | $690K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.5% | 5,393 | $673K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -2.0% | 5,205 | $649K |
| Intrust Bank NA | 0.07% | Add +1.1% | 5,180 | $646K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.05% | No change | 5,157 | $643K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.1% | 5,130 | $640K |
| IHT Wealth Management, LLC | 0.02% | No change | 5,018 | $626K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.0% | 4,998 | $623K |
| Alpha DNA Investment Management LLC | 0.34% | Add +7.6% | 4,982 | $621K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,843 | $604K |
| Navellier & Associates Inc. | 0.07% | Add +31.3% | 4,808 | $600K |
| Barr E S & Co. | 0.04% | No change | 4,800 | $599K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.0% | 4,795 | $598K |
| Osaic Holdings, Inc. | 0.00% | Add +17.7% | 4,755 | $593K |
| Renaissance Technologies | 0.00% | Reduce -93.3% | 4,621 | $576K |
| Headlands Technologies LLC | 0.06% | Add +490.1% | 4,550 | $567K |
| Profund Advisors LLC | 0.02% | Add +19.7% | 4,234 | $528K |
| Western Pacific Wealth Management, LP | 0.43% | Add +0.1% | 4,229 | $527K |
| Snowden Capital Advisors LLC | 0.02% | Add +10.4% | 4,214 | $526K |
| Mackenzie Financial Corp. | 0.00% | New | 4,139 | $516K |
| Strategic Investment Solutions, Inc. | 0.17% | No change | 4,129 | $515K |
| HighPoint Advisor Group LLC | 0.03% | Reduce -1.6% | 3,884 | $514K |
| Blue Trust, Inc. | 0.01% | Add +202.9% | 4,122 | $514K |
| Entropy Technologies, LP | 0.05% | New | 3,998 | $499K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.8% | 3,983 | $497K |
| Huntington National Bank | 0.00% | Add +3.3% | 3,971 | $495K |
| Captrust Financial Advisors | 0.00% | Reduce -1.5% | 3,801 | $474K |
| Maryland State Retirement & Pension System | 0.01% | No change | 3,706 | $462K |
| Signaturefd, LLC | 0.01% | Add +1.5% | 3,663 | $457K |
| Shell Asset Management Co. | 0.02% | No change | 3,630 | $453K |
| Quadrant Capital Group LLC | 0.03% | Add +3.9% | 3,599 | $449K |
| Cresset Asset Management, LLC | 0.00% | Reduce -71.6% | 3,571 | $445K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -16.4% | 3,543 | $442K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.2% | 3,537 | $441K |
| Inspirion Wealth Advisors, LLC | 0.06% | No change | 3,429 | $437K |
| Citadel Advisors | 0.00% | Reduce -99.0% | 3,455 | $431K |
| Utah Retirement Systems | 0.00% | No change | 3,450 | $430K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.7% | 3,388 | $423K |
| Menard Financial Group LLC | 0.25% | Add +1.6% | 3,345 | $417K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -13.1% | 3,341 | $417K |
| Magnetar Financial LLC | 0.01% | New | 3,296 | $411K |
| World Investment Advisors | 0.01% | Add +32.6% | 3,287 | $410K |
| Inspire Investing, LLC | 0.04% | Reduce -15.5% | 3,217 | $401K |
| Engineers Gate Manager LP | 0.01% | Add +8.4% | 3,138 | $391K |
| ProShare Advisors LLC | 0.00% | Reduce -46.4% | 3,110 | $388K |
| Rothschild Investment LLC | 0.03% | No change | 3,083 | $384K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.7% | 3,055 | $381K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +128.9% | 2,980 | $371K |
| Van Strum & Towne Inc. | 0.13% | No change | 2,870 | $358K |
| MeadowBrook Investment Advisors LLC | 0.32% | Add +2.1% | 2,860 | $357K |
| MPS Loria Financial Planners, LLC | 0.10% | Reduce -30.1% | 2,816 | $351K |
| Inceptionr LLC | 0.08% | New | 2,758 | $344K |
| Oak Thistle LLC | 0.10% | New | 2,757 | $344K |
| Chicago Capital, LLC | 0.01% | No change | 2,724 | $340K |
| GTS Securities LLC | 0.02% | New | 2,675 | $334K |
| Commerce Bank | 0.00% | Reduce -0.9% | 2,642 | $329K |
| American Trust | 0.02% | Reduce -2.9% | 2,626 | $327K |
| Townsquare Capital LLC | 0.00% | Reduce -0.3% | 2,625 | $327K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.6% | 2,592 | $323K |
| Regions Financial Corp. | 0.00% | Add +0.7% | 2,591 | $323K |
| Princeton Capital Management LLC | 0.10% | No change | 2,572 | $321K |
| Journey Strategic Wealth LLC | 0.01% | Add +3.6% | 2,569 | $320K |
| Shelton Capital Management | 0.01% | No change | 2,495 | $311K |
| Paulson Wealth Management Inc. | 0.08% | No change | 2,422 | $302K |
| Fairhaven Wealth Management, LLC | 0.09% | No change | 2,380 | $297K |
| Gitterman Wealth Management, LLC | 0.12% | Add +5.0% | 2,373 | $296K |
| LSV Asset Management | 0.00% | Reduce -86.1% | 2,301 | $287K |
| West Michigan Advisors, LLC | 0.09% | Add +0.5% | 2,284 | $285K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 2,261 | $282K |
| S.A. Mason LLC | 0.14% | No change | 2,205 | $275K |
| Chicago Wealth Management, Inc. | 0.14% | No change | 2,161 | $269K |
| Venturi Wealth Management, LLC | 0.01% | Add +10.5% | 2,157 | $269K |
| Flynn Zito Capital Management, LLC | 0.12% | No change | 2,135 | $266K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | New | 2,123 | $265K |
| Merit Financial Group, LLC | 0.00% | New | 2,108 | $263K |
| New Age Alpha Advisors, LLC | 0.01% | New | 2,073 | $259K |
| iSAM Funds (UK) Ltd | 0.19% | New | 2,070 | $258K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 2,067 | $258K |
| Old Mission Investment Co LLC | 0.08% | Add +0.3% | 2,031 | $253K |
| Franklin Resources Inc. | 0.00% | New | 2,017 | $252K |
| Versor Investments LP | 0.04% | Reduce -60.7% | 2,005 | $250K |
| Evergreen Capital Management LLC | 0.01% | New | 1,894 | $236K |
| CIBC Asset Management Inc | 0.00% | New | 1,882 | $235K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -12.1% | 1,836 | $229K |
| Arcataur Capital Management LLC | 0.08% | New | 1,800 | $224K |
| Providence Wealth Advisors, LLC | 0.17% | New | 1,738 | $222K |
| TD Private Client Wealth LLC | 0.01% | No change | 1,742 | $217K |
| Drive Wealth Management, LLC | 0.05% | New | 1,719 | $214K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -19.7% | 1,709 | $213K |
| PFG Advisors | 0.01% | New | 1,694 | $211K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,648 | $206K |
| Phillips Wealth Planners LLC | 0.20% | New | 1,645 | $205K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 1,623 | $202K |
| LRI Investments, LLC | 0.02% | Reduce -14.7% | 1,577 | $197K |
| Tsfg, LLC | 0.04% | No change | 1,560 | $195K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -22.8% | 1,532 | $191K |
| Cornerstone National Bank & Trust Co | 0.09% | No change | 1,500 | $187K |
| IFP Advisors, Inc | 0.01% | Add +1.7% | 1,421 | $180K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -12.6% | 1,345 | $168K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +402.8% | 1,242 | $166K |
| GAMMA Investing LLC | 0.01% | Add +23.9% | 1,256 | $157K |
| Cwm, LLC | 0.00% | Add +3.0% | 1,169 | $146K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,064 | $133K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 1,033 | $129K |
| Icon Wealth Advisors, LLC | 0.01% | New | 880 | $110K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 879 | $110K |
| MAI Capital Management | 0.00% | New | 726 | $91K |
| Principal Securities, Inc. | 0.00% | Add +3.8% | 711 | $89K |
| Reyes Financial Architecture, Inc. | 0.07% | — | 698 | $87K |
| CI Investments Inc. | 0.00% | Reduce -12.7% | 697 | $87K |
| Trust Co. of Vermont | 0.00% | Reduce -18.2% | 696 | $87K |
| Jones Financial Companies LLLP | 0.00% | Add +920.9% | 684 | $85K |
| UMB Bank, n.a. | 0.00% | Add +32.2% | 677 | $84K |
| Steph & Co. | 0.03% | No change | 645 | $80K |
| Covestor Ltd | 0.05% | Reduce -2.3% | 638 | $80K |
| Quarry LP | 0.02% | New | 623 | $78K |
| First Horizon Advisors, Inc. | 0.00% | Add +3.7% | 566 | $71K |
| Brooklyn Investment Group | 0.02% | No change | 566 | $71K |
| Versant Capital Management, Inc | 0.01% | Add +32.1% | 539 | $67K |
| Bessemer Group Inc. | 0.00% | Reduce -77.4% | 532 | $66K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 520 | $65K |
| Avior Wealth Management, LLC | 0.00% | Reduce -0.2% | 509 | $63K |
| GeoWealth Management, LLC | 0.00% | Reduce -7.3% | 493 | $61K |
| Arax Advisory Partners | 0.00% | Add +0.2% | 487 | $61K |
| Smartleaf Asset Management LLC | 0.01% | Add +17.9% | 467 | $58K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.0% | 460 | $57K |
| Wintrust Investments LLC | 0.05% | Reduce -17.7% | 460 | $57K |
| Lindbrook Capital, LLC | 0.01% | Reduce -1.9% | 454 | $57K |
| Parallel Advisors, LLC | 0.00% | Add +19.4% | 443 | $55K |
| Acadian Asset Management LLC | 0.00% | No change | 433 | $53K |
| Global Retirement Partners, LLC | 0.00% | Add +63.5% | 376 | $47K |
| Allworth Financial LP | 0.00% | Add +6.5% | 327 | $44K |
| Millstone Evans Group, LLC | 0.03% | — | 348 | $43K |
| Harbour Investments, Inc. | 0.00% | Add +11.3% | 346 | $43K |
| Whittier Trust Co. | 0.00% | No change | 346 | $43K |
| Quent Capital, LLC | 0.00% | No change | 325 | $41K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.1% | 283 | $35K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -1.1% | 260 | $32K |
| Private Trust Co. NA | 0.00% | Reduce -14.3% | 227 | $28K |
| Point72 (DIFC) Ltd | 0.00% | New | 221 | $28K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 204 | $25K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 203 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 169 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 167 | $21K |
| Gen-Wealth Partners Inc | 0.01% | No change | 148 | $18K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 145 | $18K |
| Key Financial Inc | 0.00% | No change | 139 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 135 | $17K |
| Exchange Traded Concepts, LLC | 0.00% | New | 133 | $17K |
| Geneos Wealth Management Inc. | 0.00% | No change | 128 | $16K |
| Peregrine Capital Management LLC | 0.00% | Reduce -99.8% | 124 | $15K |
| WPG Advisers, LLC | 0.01% | — | 111 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.8% | 110 | $14K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -6.1% | 107 | $13K |
| Bell Investment Advisors, Inc | 0.00% | No change | 104 | $13K |
| Richardson Financial Services Inc. | 0.01% | Reduce -18.8% | 104 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +23.3% | 90 | $11K |
| Eagle Bay Advisors LLC | 0.01% | No change | 87 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | New | 84 | $10K |
| Kestra Investment Management, LLC | 0.00% | New | 81 | $10K |
| Mather Group, Llc. | 0.00% | No change | 75 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 71 | $9K |
| CoreCap Advisors, LLC | 0.00% | Add +20.7% | 70 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 69 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -4.4% | 65 | $8K |
| REAP Financial Group, LLC | 0.00% | Add +3.3% | 62 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 57 | $7K |
| Hemington Wealth Management | 0.00% | Add +87.1% | 58 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 50 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 48 | $6K |
| High Note Wealth, LLC | 0.00% | New | 46 | $6K |
| Continuum Advisory, LLC | 0.00% | Add +26.5% | 43 | $5K |
| Bogart Wealth, LLC | 0.00% | New | 38 | $5K |
| WASHINGTON TRUST Co | 0.00% | New | 37 | $5K |
| Avalon Trust Co | 0.00% | New | 34 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 31 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 27 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 25 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 25 | $3K |
| Sachetta, LLC | 0.00% | No change | 24 | $3K |
| Pineridge Advisors LLC | 0.00% | No change | 23 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 22 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 20 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 20 | $2K |
| Park Place Capital Corp | 0.00% | No change | 17 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 16 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $2K |
| Sierra Ocean, LLC | 0.00% | — | 13 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 13 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -20.0% | 12 | $1K |
| Concord Wealth Partners | 0.00% | No change | 12 | $1K |
| Riverview Trust Co | 0.00% | No change | 9 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 9 | $1K |
| Avion Wealth | 0.00% | No change | 15 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 12 | $1K |
| BankPlus Trust Department | 0.00% | — | 7 | $873 |
| SBI Securities Co., Ltd. | 0.00% | — | 6 | $748 |
| Global Financial Private Client, LLC | 0.00% | New | 4 | $499 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 4 | $499 |
| AdvisorNet Financial, Inc | 0.00% | New | 4 | $499 |
| NewSquare Capital LLC | 0.00% | New | 4 | $499 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $249 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 2 | $249 |
| Country Trust Bank | 0.00% | No change | 2 | $249 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $125 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 1 | $125 |
"% of holder's portfolio" is WTFC's weight in each manager's 13F, not the share of Wintrust Financial Corp. the manager owns.