Who Owns Wintrust Financial Stock?
NASDAQ: WTFCFinancial ServicesBanks - RegionalUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 97.06%
- Held by insiders
- 1.41%
- Institutional holders
- 730
- Institutions 97.1%
- Insiders 1.4%
- Public and other 1.5%
Who owns Wintrust Financial stock?
Institutional investors own about 97.1% of Wintrust Financial's shares, spread across 730 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 1.41% of WTFC.
The largest institutional holders are Blackrock Inc. (9.76%), FMR, LLC (7.59%) and Vanguard Portfolio Management LLC (5.33%). Together, the top 10 institutions control 43.6% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their WTFC positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WTFC
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 6.58M | 9.76% | +4.6% |
| FMR, LLC | 5.12M | 7.59% | -3.1% |
| Vanguard Portfolio Management LLC | 3.60M | 5.33% | +0.3% |
| Vanguard Capital Management LLC | 3.07M | 4.55% | +1.5% |
| Dimensional Fund Advisors LP | 2.68M | 3.97% | -1.0% |
| State Street Corporation | 2.66M | 3.94% | +2.8% |
| First Trust Advisors LP | 1.75M | 2.59% | -4.4% |
| Earnest Partners LLC | 1.37M | 2.04% | -1.9% |
| Geode Capital Management, LLC | 1.34M | 1.98% | +1.4% |
| Principal Financial Group, Inc. | 1.25M | 1.85% | -1.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WTFC
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 2.36M | 3.50% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.14M | 3.17% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.55M | 2.29% |
| SmallCap World Fund Inc | 1.33M | 1.98% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 979.86K | 1.45% |
| Vanguard Explorer Fund | 927.55K | 1.37% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | 840.68K | 1.25% |
| Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund | 787.56K | 1.17% |
| Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund | 774.82K | 1.15% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 772.75K | 1.15% |
Frequently asked questions
Who is the largest shareholder of Wintrust Financial?
Blackrock Inc. is the largest institutional shareholder of WTFC, owning 9.76% of shares outstanding (6.58M shares) as of its latest 13F filing.
What percentage of Wintrust Financial is owned by institutions?
Institutions own about 97.1% of WTFC shares and 98.4% of the public float.
How much of Wintrust Financial do insiders own?
Insiders, such as officers and directors, own about 1.41% of WTFC shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.