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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 %
PWM
301
Paulson Wealth Management
Illinois
$302K 2,422 – –
FWM
302
Fairhaven Wealth Management
Illinois
$297K 2,380 – –
GWM
303
Gitterman Wealth Management
New Jersey
$296K 2,373 +113 +5%
LSV Asset Management
304
LSV Asset Management
Illinois
$287K 2,301 -14,300 -86%
WMA
305
West Michigan Advisors
Michigan
$285K 2,284 +12 +0.5%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$282K 2,261 +35 +2%
SAM
307
S.A. Mason
Michigan
$275K 2,205 – –
CWM
308
Chicago Wealth Management
Illinois
$269K 2,161 – –
VWM
309
Venturi Wealth Management
Texas
$269K 2,157 +205 +11%
FZCM
310
Flynn Zito Capital Management
New York
$266K 2,135 – –
GFA
311
Gallagher Fiduciary Advisors
Illinois
$265K 2,123 +2,123 New
MFG
312
Merit Financial Group
Georgia
$263K 2,108 +2,108 New
NAAA
313
New Age Alpha Advisors
New York
$259K 2,073 +2,073 New
IFU
314
iSAM Funds (UK)
United Kingdom
$258K 2,070 +2,070 New
BHPW
315
Beverly Hills Private Wealth
California
$258K 2,067 +2,067 New
Franklin Resources
316
Franklin Resources
California
$252K 2,017 +2,017 New
VI
317
Versor Investments
New York
$250K 2,005 -3,100 -61%
ECM
318
Evergreen Capital Management
Washington
$236K 1,894 +1,894 New
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$235K 1,882 +1,882 New
FTWA
320
Fifth Third Wealth Advisors
Ohio
$229K 1,836 -252 -12%
ACM
321
Arcataur Capital Management
Wisconsin
$224K 1,800 +1,800 New
PWA
322
Providence Wealth Advisors
Illinois
$222K 1,738 +1,738 New
TPCW
323
TD Private Client Wealth
New York
$217K 1,742 – –
DWM
324
Drive Wealth Management
Utah
$214K 1,719 +1,719 New
SWP
325
Stratos Wealth Partners
Ohio
$213K 1,709 -419 -20%
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