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Wintrust Financial
WTFC

Overview Fund Activity

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.76%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
38
Increased
157
Reduced
130
Closed
26
Calls
$631K
Puts
–
Net Calls
+$631K
Net Calls Change
-$757K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
2
Capital International Investors
Capital International Investors
California
$176M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$297M
4
CCM
Channing Capital Management
Illinois
$80.5M
5
FMI
F/M Investments
District of Columbia
$11.9M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
FCM
FJ Capital Management
Virginia
$8.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$24.5M
4
Principal Financial Group
Principal Financial Group
Iowa
$116M
5
Millennium Management
Millennium Management
New York
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
226
Forum Financial Management
Illinois
$581K -$493K -4,997 -46%
CCM
227
Coldstream Capital Management
Washington
$576K +$10.9K +111 +2%
NA
228
Navellier & Associates
Nevada
$567K -$16.8K -170 -3%
PHS
229
Pekin Hardy Strauss
Illinois
$567K – – –
MYIA
230
Mount Yale Investment Advisors
Colorado
$530K -$2.66K -27 -0.5%
SPA
231
Sherbrooke Park Advisers
New York
$523K +$523K +5,302 New
IB
232
Intrust Bank
Kansas
$521K +$1.08K +11 +0.2%
SPS
233
Susquehanna Portfolio Strategies
Pennsylvania
$516K -$6.39M -64,840 -93%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$515K +$51.7K +525 +11%
SBWIC
235
Schaper Benz & Wise Investment Counsel
Wisconsin
$508K – – –
GCM
236
Gator Capital Management
Florida
$503K – – –
IWM
237
IHT Wealth Management
Illinois
$495K – – –
SW
238
Simplicity Wealth
New Jersey
$493K +$493K +5,000 New
OIA
239
OneDigital Investment Advisors
Kansas
$490K +$490K +4,975 New
SAM
240
Securian Asset Management
Minnesota
$481K -$9.86K -100 -2%
Corient Private Wealth
241
Corient Private Wealth
Florida
$477K +$1.18K +12 +0.2%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$477K – – –
ESBC
243
E.S. Barr & Co
Kentucky
$473K – – –
SPIA
244
Steward Partners Investment Advisory
New York
$460K +$177K +1,792 +62%
VPIM
245
Vanguard Personalized Indexing Management
California
$459K +$54.3K +552 +13%
VI
246
Vestcor Inc
New Brunswick, Canada
$450K – – –
IIM
247
INTECH Investment Management
Florida
$446K +$446K +4,528 New
Capstone Investment Advisors
248
Capstone Investment Advisors
New York
$435K -$440K -4,468 -50%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$429K – – –
SIS
250
Strategic Investment Solutions
Illinois
$427K +$427K +5,629 New
8 9
10
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