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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 %
PMFA
326
Plante Moran Financial Advisors
Michigan
$37.4K – – –
GRP
327
Global Retirement Partners
California
$37.2K +$20.3K +206 +120%
PA
328
Parallel Advisors
California
$36.7K +$394 +4 +1%
AAP
329
Arax Advisory Partners
Colorado
$36.6K +$28.8K +292 +370%
FFA
330
Farther Finance Advisors
California
$36.4K +$34.2K +344 +1,564%
C
331
Covestor
United Kingdom
$36K -$50.8K -518 -59%
WT
332
Whittier Trust
California
$34.1K -$22.9K -232 -40%
VWM
333
Venturi Wealth Management
Texas
$31.6K +$24.7K +251 +359%
UB
334
UMB Bank
Missouri
$31.1K -$1.38K -14 -4%
HI
335
Harbour Investments
Wisconsin
$30.5K – – –
AF
336
Allworth Financial
California
$30K -$840 -8 -3%
VCM
337
Versant Capital Management
Arizona
$29.2K +$26K +264 +825%
OWA
338
Opal Wealth Advisors
New York
$28.4K +$3.35K +34 +13%
RCM
339
Raleigh Capital Management
North Carolina
$27.6K +$5.22K +53 +23%
CA
340
Clearstead Advisors
Ohio
$27.5K +$17.4K +177 +174%
PTC
341
Private Trust Company
Ohio
$27.4K -$15.5K -157 -36%
CFGS
342
Concourse Financial Group Securities
Alabama
$25.6K +$7.69K +78 +43%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$25.1K +$8.08K +82 +47%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$23K -$12.4K -126 -35%
NS
345
NBC Securities
Alabama
$20K – – –
RA
346
Rise Advisors
New York
$20K – – –
PCMC
347
Planning Capital Management Corporation
Pennsylvania
$16.7K – – –
CAL
348
Capital Advisors Ltd
Ohio
$16K – – –
ATPW
349
Ashton Thomas Private Wealth
Arizona
$15.3K +$15.3K +155 New
SWS
350
SYSTM Wealth Solutions
Illinois
$14.5K +$2.37K +24 +20%
12 13
14
15 16