Titelia

Fund shareholders of Wintrust Financial Corp

ISIN US97650W1080 · United States · LEI Q774KI4AW80FHFW33O61

Fund shareholders
483
Of which ETFs
112 371 other funds
Value held
4.8B $ 142.3M SEK
Share of capital
50.2 % of 67.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 2,217,435308.1M $0.29 %3.29 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,125,823295.4M $0.01 %3.15 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,551,138215.5M $0.13 %2.30 %as of Mar 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 1,334,466185.4M $0.23 %1.98 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,204,130181.3M $0.83 %1.78 %as of Apr 30, 2026 ↗
First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI 1,022,591142.1M $1.69 %1.52 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 987,742137.2M $0.23 %1.46 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock Fund Fidelity Puritan Trust 775,862116.8M $0.49 %1.15 %as of Apr 30, 2026 ↗
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 774,456116.6M $1.33 %1.15 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 747,151103.8M $0.13 %1.11 %as of Mar 31, 2026 ↗
VIP Mid Cap Portfolio Variable Insurance Products Fund III 681,84194.7M $1.19 %1.01 %as of Mar 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 647,70890M $0.89 %0.96 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 621,20886.3M $0.77 %0.92 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 616,34088.8M $0.04 %0.91 %as of Feb 28, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 472,56871.2M $0.38 %0.70 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 400,91055.7M $1.50 %0.59 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 375,98756.6M $0.05 %0.56 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 349,97350.4M $0.12 %0.52 %as of Feb 28, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 340,24047.3M $0.59 %0.50 %as of Mar 31, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 335,00046.5M $1.05 %0.50 %as of Mar 31, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 327,96145.6M $1.43 %0.49 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 327,14945.5M $0.29 %0.48 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 324,97446.8M $0.23 %0.48 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 317,72947.8M $0.94 %0.47 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 299,86645.2M $0.24 %0.44 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds 296,41644.6M $1.53 %0.44 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 285,82543M $0.27 %0.42 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 272,98441.1M $0.30 %0.40 %as of Apr 30, 2026 ↗
Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND 270,34237.6M $1.92 %0.40 %as of Mar 31, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 267,30037.1M $1.68 %0.40 %as of Mar 31, 2026 ↗
Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) 265,91236.9M $1.57 %0.39 %as of Mar 31, 2026 ↗
Small-MidCap Dividend Income Fund Principal Funds, Inc 265,35838.2M $2.21 %0.39 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 262,63936.5M $1.28 %0.39 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 260,49639.2M $0.04 %0.39 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 252,41235.1M $0.07 %0.37 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 244,47036.8M $0.07 %0.36 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 240,50034.6M $0.06 %0.36 %as of Feb 28, 2026 ↗
ClearBridge Select Fund Legg Mason Partners Investment Trust 230,90034.8M $1.08 %0.34 %as of Apr 30, 2026 ↗
Harbor Small Cap Growth Fund HARBOR FUNDS 200,65530.2M $1.17 %0.30 %as of Apr 30, 2026 ↗
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND 198,30827.6M $2.37 %0.29 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 194,20429.2M $0.21 %0.29 %as of Apr 30, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 192,12526.7M $0.36 %0.28 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 188,33428.4M $0.38 %0.28 %as of Apr 30, 2026 ↗
SmallCap Fund Principal Funds, Inc 184,20027.7M $1.32 %0.27 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 180,75526M $0.19 %0.27 %as of Feb 28, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 163,21724.6M $1.23 %0.24 %as of Apr 30, 2026 ↗
Principal Capital Appreciation Fund Principal Funds, Inc 159,77724.1M $0.47 %0.24 %as of Apr 30, 2026 ↗
AB Discovery Value Fund AB TRUST 158,53422.8M $0.92 %0.23 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 152,15221.1M $0.03 %0.23 %as of Mar 31, 2026 ↗
Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust 143,12621.6M $0.50 %0.21 %as of Apr 30, 2026 ↗
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 141,60019.7M $1.18 %0.21 %as of Mar 31, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 140,63719.5M $1.67 %0.21 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 132,42019.9M $0.04 %0.20 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 128,68018.5M $0.19 %0.19 %as of Feb 28, 2026 ↗
Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) 128,41017.8M $1.76 %0.19 %as of Mar 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 126,22518.2M $0.78 %0.19 %as of Feb 28, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 126,16119M $1.37 %0.19 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 125,49318.1M $0.01 %0.19 %as of Feb 28, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 125,00918M $0.60 %0.19 %as of Feb 28, 2026 ↗
Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST 122,09918.4M $1.62 %0.18 %as of Apr 30, 2026 ↗
Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust 120,80018.2M $0.61 %0.18 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 120,63618.2M $0.05 %0.18 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 120,19216.7M $0.99 %0.18 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 113,34017.1M $0.04 %0.17 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 111,88316.1M $0.12 %0.17 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 103,25214.3M $0.59 %0.15 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 101,94514.7M $0.28 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 99,33714.3M $0.01 %0.15 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. 97,08813.5M $1.52 %0.14 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 95,26713.2M $0.09 %0.14 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 94,64313.1M $1.02 %0.14 %as of Mar 31, 2026 ↗
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 90,577119.9M SEK4.59 %0.13 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 90,05712.5M $0.01 %0.13 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 88,88413.4M $0.03 %0.13 %as of Apr 30, 2026 ↗
Opus Small Cap Value ETF ETF Series Solutions 88,23313.3M $1.95 %0.13 %as of Apr 30, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 87,18712.6M $2.07 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 85,96511.9M $0.02 %0.13 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 85,61912.9M $0.80 %0.13 %as of Apr 30, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 82,76511.5M $0.84 %0.12 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 82,46711.9M $0.01 %0.12 %as of Feb 28, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 74,56111.2M $1.53 %0.11 %as of Apr 30, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 70,9299.9M $1.73 %0.11 %as of Mar 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 70,57610.6M $2.84 %0.10 %as of Apr 30, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 69,53310M $0.89 %0.10 %as of Feb 28, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 67,5809.4M $0.29 %0.10 %as of Mar 31, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 67,1559.3M $1.62 %0.10 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 66,94810.1M $0.01 %0.10 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 64,2928.9M $0.03 %0.10 %as of Mar 31, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 64,0738.9M $1.24 %0.09 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 63,8499.2M $0.09 %0.09 %as of Feb 28, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 62,8539.5M $0.73 %0.09 %as of Apr 30, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 61,0728.5M $1.66 %0.09 %as of Mar 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 60,3008.7M $1.92 %0.09 %as of Feb 28, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 59,4008.6M $0.87 %0.09 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 58,3218.8M $0.01 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 57,0557.9M $0.03 %0.08 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 56,7007.9M $0.04 %0.08 %as of Mar 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 55,1727.9M $0.58 %0.08 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 54,8987.6M $0.29 %0.08 %as of Mar 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 54,6937.6M $0.20 %0.08 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
SEB Nordamerikafond Små och Medelstora Bolag SEB Funds AB 4.59 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4.53 %as of Mar 31, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 3.83 %as of Apr 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 3.75 %as of Apr 30, 2026 ↗
Sterling Capital Small Cap Value Fund Sterling Capital Funds 3.45 %as of Mar 31, 2026 ↗
Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series 3.25 %as of Apr 30, 2026 ↗
Federated Hermes U.S. SMID Fund Federated Hermes Adviser Series 3.17 %as of Mar 31, 2026 ↗
Mairs & Power Small Cap Fund Trust for Professional Managers 3.05 %as of Mar 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 2.98 %as of Apr 30, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 2.97 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2480+1933,793,533+3.5 %
2026Q1461-532,665,900-2.4 %
2025Q4466-533,475,038-1.7 %
2025Q3471+434,047,263-2.9 %
2025Q2467+935,077,381+2.6 %
2025Q1458+334,195,474-1.7 %
2024Q4455034,792,963+4.5 %
2024Q3455+233,280,847+2.3 %
2024Q2453+432,517,881+2.1 %
2024Q1449+1831,858,722+2.7 %
2023Q443131,011,317

Institutional managers

543 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.6,296,593874.8M $as of Mar 31, 2026
FMR LLC5,286,382734.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,701,984375.4M $as of Mar 31, 2026
STATE STREET CORP2,586,355359.3M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP1,830,268254.3M $as of Mar 31, 2026
EARNEST PARTNERS LLC1,400,634194.6M $as of Mar 31, 2026
Invesco Ltd.1,368,735190.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,319,317183.3M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,265,800175.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,018,578141.5M $as of Mar 31, 2026
Clearbridge Investments, LLC957,243133M $as of Mar 31, 2026
Capital International Investors902,667125.4M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC848,645117.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP832,352115.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC807,547112.2M $as of Mar 31, 2026
NORTHERN TRUST CORP787,584109.4M $as of Mar 31, 2026
SEI INVESTMENTS CO745,273103.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO722,65596.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC698,87697.1M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.650,60090.4M $as of Mar 31, 2026
Clark Capital Management Group, Inc.626,11887M $as of Mar 31, 2026
Artemis Investment Management LLP611,62085M $as of Mar 31, 2026
Channing Capital Management, LLC610,68984.8M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.606,00384.7M $as of Mar 31, 2026
Bank of New York Mellon Corp595,83082.8M $as of Mar 31, 2026

Declared shareholders of Wintrust Financial Corp

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.36 %3,605,860as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.26 %3,542,596as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Wintrust Financial Corp

28 funds declare 28 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Performance Trust Total Return Bond Fund17.2M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND14.9M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND13.8M $as of Mar 31, 2026
Mairs & Power Balanced Fund13.4M $as of Mar 31, 2026
iShares iBonds Dec 2029 Term Corporate ETF11.8M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF11.5M $as of Mar 31, 2026
North Star Bond Fund11.5M $as of Feb 28, 2026
North Star Opportunity Fund11.2M $as of Feb 28, 2026
Performance Trust Multisector Bond Fund11.2M $as of Feb 28, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF11.1M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF11M $as of Feb 28, 2026
WesMark Government Bond Fund1975.8K $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1534.9K $as of Feb 28, 2026
iShares Core Universal USD Bond ETF1359.4K $as of Apr 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND1298.5K $as of Mar 31, 2026
EQ/Core Bond Index Portfolio1245.5K $as of Mar 31, 2026
State Street(R) SPDR Portfolio Corporate Bond ETF1237.8K $as of Mar 31, 2026
Schwab U.S. Aggregate Bond ETF1205.9K $as of Mar 31, 2026
iShares U.S. Intermediate Credit Bond Index Fund1147.7K $as of Apr 30, 2026
iShares ESG Aware USD Corporate Bond ETF1119K $as of Feb 28, 2026
Bond Index Fund197.5K $as of Mar 31, 2026
F/m 3-Year Investment Grade Corporate Bond ETF191K $as of Feb 28, 2026
Schwab 1-5 Year Corporate Bond ETF173.5K $as of Mar 31, 2026
iShares Core 1-5 Year USD Bond ETF154.2K $as of Apr 30, 2026
Schwab U.S. Aggregate Bond Index Fund150.1K $as of Feb 28, 2026
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Titelia. "Fund shareholders of Wintrust Financial Corp". https://titelia.com/en/stocks/wintrust-financial-corp-US97650W1080