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Wintrust Financial
WTFC

Overview Fund Activity

440 hedge funds and large institutions have $7.88B invested in Wintrust Financial in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 147 reducing their positions, and 38 closing their positions.

Holders
440
Holders Change
+27
Holders Change %
+6.54%
% of All Funds
5.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
136
Reduced
147
Closed
38
Calls
$10.2M
Puts
–
Net Calls
+$10.2M
Net Calls Change
+$7.58M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$164M
2
Norges Bank
2
Norges Bank
Norway
$94.9M
3
SEI Investments
3
SEI Investments
Pennsylvania
$87.1M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$51.8M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$158M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$117M
2
Citadel Advisors
2
Citadel Advisors
Florida
$431K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$370M
4
Millennium Management
4
Millennium Management
New York
$11.6M
5
RP
5
Reinhart Partners
Wisconsin
$72.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FFM
226
Forum Financial Management
Illinois
$764K 6,129 +64 +1%
Axa
227
Axa
France
$763K 6,120 -548 -8%
CCM
228
Coldstream Capital Management
Washington
$747K 5,990 -253 -4%
Wealth Enhancement Advisory Services
229
Wealth Enhancement Advisory Services
Minnesota
$743K 5,957 -291 -5%
XT
230
XTX Topco
Cayman Islands
$740K 5,937 +2,373 +67%
GT
231
Greenleaf Trust
Michigan
$729K 5,848 +3,098 +113%
PAM
232
Panagora Asset Management
Massachusetts
$724K 5,805 -6 -0.1%
FIM
233
Freedom Investment Management
Connecticut
$721K 5,779 -127 -2%
PHS
234
Pekin Hardy Strauss
Illinois
$717K 5,750 – –
KOCAA
235
Knights of Columbus Asset Advisors
Connecticut
$709K 5,683 – –
CGH
236
Crossmark Global Holdings
Texas
$708K 5,676 +323 +6%
P
237
&Partners
Tennessee
$695K 5,430 +2,882 +113%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$690K 5,532 +324 +6%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$673K 5,393 +842 +19%
MYIA
240
Mount Yale Investment Advisors
Colorado
$649K 5,205 -107 -2%
IB
241
Intrust Bank
Kansas
$646K 5,180 +56 +1%
SBWIC
242
Schaper Benz & Wise Investment Counsel
Wisconsin
$643K 5,157 – –
OIA
243
OneDigital Investment Advisors
Kansas
$640K 5,130 +3 +0.1%
IWM
244
IHT Wealth Management
Illinois
$626K 5,018 – –
SAM
245
Securian Asset Management
Minnesota
$623K 4,998 -100 -2%
ADIM
246
Alpha DNA Investment Management
Maryland
$621K 4,982 +353 +8%
Public Employees Retirement Association of Colorado
247
Public Employees Retirement Association of Colorado
Colorado
$604K 4,843 – –
NA
248
Navellier & Associates
Nevada
$600K 4,808 +1,146 +31%
ESBC
249
E.S. Barr & Co
Kentucky
$599K 4,800 – –
EWA
250
EP Wealth Advisors
California
$598K 4,795 -1 -0%
8 9
10
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