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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.

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

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
FCM
2
FJ Capital Management
Virginia
$8.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.5M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$116M
5
Millennium Management
5
Millennium Management
New York
$26.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$638M 6,477,840 +25,087 +0.4%
BlackRock
2
BlackRock
New York
$563M 5,717,001 +18,146 +0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$445M 4,516,927 +166,702 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$297M 3,017,295 +146,090 +5%
State Street
5
State Street
Massachusetts
$246M 2,500,837 -55,171 -2%
Capital International Investors
6
Capital International Investors
California
$176M 1,786,629 +148,544 +9%
Victory Capital Management
7
Victory Capital Management
Texas
$162M 1,646,136 -114,734 -7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$139M 1,413,596 -99,872 -7%
Principal Financial Group
9
Principal Financial Group
Iowa
$116M 1,174,943 -155,320 -12%
Invesco
10
Invesco
Georgia
$114M 1,160,038 +86,601 +8%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$113M 1,143,765 -76,547 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$105M 1,062,731 +23,775 +2%
AllianceBernstein
13
AllianceBernstein
Tennessee
$99.7M 1,011,889 -35,248 -3%
CCM
14
Channing Capital Management
Illinois
$80.5M 816,515 +132,037 +19%
Federated Hermes
15
Federated Hermes
Pennsylvania
$80.4M 815,466 +14,087 +2%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$79.2M 803,460 -3,297 -0.4%
RP
17
Reinhart Partners
Wisconsin
$72.4M 734,151 +2,806 +0.4%
First Trust Advisors
18
First Trust Advisors
Illinois
$72.3M 734,029 +109,710 +18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$66.4M 673,637 -4,758 -0.7%
VLKIM
20
Van Lanschot Kempen Investment Management
Netherlands
$62.2M 630,824 +84,687 +16%
Charles Schwab
21
Charles Schwab
California
$58.1M 589,282 +9,018 +2%
Boston Partners
22
Boston Partners
Massachusetts
$57.2M 599,117 -16,473 -3%
Northern Trust
23
Northern Trust
Illinois
$55.3M 560,813 +42,462 +8%
Morgan Stanley
24
Morgan Stanley
New York
$55.1M 558,552 -602 -0.1%
FCM
25
Frontier Capital Management
Massachusetts
$52.3M 530,396 +1,285 +0.2%
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