Titelia

Fund shareholders of Wintrust Financial Corp

ISIN US97650W1080 · United States · LEI Q774KI4AW80FHFW33O61

Fund shareholders
484
Of which ETFs
112 372 other funds
Value held
4.8B $ 142.3M SEK
Share of capital
50.2 % of 67.5M shares on Jul 31, 2026

484 funds hold this company. This table lists the 483 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because 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