Wintrust Financial Corporation
US ˙ NasdaqGS ˙ US97650W1080

SecurityWTFC / Wintrust Financial Corporation
InstitutionClearbridge Investments, LLC
Latest Disclosed Ownership957,243 shares
Latest Disclosed Value $ 132,999,401
Clearbridge Investments, LLC reports 9.43% increase in ownership of WTFC / Wintrust Financial Corporation

On May 13, 2026 - Clearbridge Investments, LLC filed a 13F-HR form disclosing ownership of 957,243 shares of Wintrust Financial Corporation (US:WTFC) valued at $132,999,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 874,770 shares of Wintrust Financial Corporation. This represents a change in shares of 9.43% during the quarter. The current value of the position is $146,362,455 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Wintrust Financial COM 97650W108 957,243 82,473 9.43 132,999 8.74 0.1042
2026-02-11 2025-12-31 13F Wintrust Financial COM 97650W108 874,770 -32,713 -3.60 122,310 1.77 0.0979
2025-11-13 2025-09-30 13F Wintrust Financial COM 97650W108 907,483 35,053 4.02 120,187 11.12 0.0905
2025-08-12 2025-06-30 13F Wintrust Financial COM 97650W108 872,430 558 0.06 108,164 10.31 0.0878
2025-05-13 2025-03-31 13F Wintrust Financial COM 97650W108 871,872 6,463 0.75 98,051 -9.15 0.0857
2025-02-12 2024-12-31 13F Wintrust Financial COM 97650W108 865,409 253,050 41.32 107,925 62.39 0.0875
2024-11-12 2024-09-30 13F Wintrust Financial COM 97650W108 612,359 365,617 148.18 66,459 173.29 0.0523
2024-08-27 2024-06-30 13F/A-1 Wintrust Financial COM 97650W108 246,742 2,991 1.23 24,319 -4.43 0.0198
2024-08-14 2024-06-30 13F Wintrust Financial COM 97650W108 246,742 2,991 24,319 0.0199
2024-05-13 2024-03-31 13F Wintrust Financial COM 97650W108 243,751 -14,859 -5.75 25,445 6.08 0.0202
2024-02-09 2023-12-31 13F Wintrust Financial COM 97650W108 258,610 14,409 5.90 23,986 30.10 0.0206
2023-11-13 2023-09-30 13F Wintrust Financial COM 97650W108 244,201 -7,146 -2.84 18,437 1.01 0.0177
2023-08-11 2023-06-30 13F Wintrust Financial COM 97650W108 251,347 2,328 0.93 18,253 0.48 0.0165
2023-05-12 2023-03-31 13F Wintrust Financial COM 97650W108 249,019 35,844 16.81 18,166 0.82 0.0174
2023-02-10 2022-12-31 13F Wintrust Financial COM 97650W108 213,175 -577 -0.27 18,018 3.36 0.0178
2022-11-14 2022-09-30 13F Wintrust Financial COM 97650W108 213,752 281 0.13 17,431 1.88 0.0176
2022-08-11 2022-06-30 13F Wintrust Financial COM 97650W108 213,471 12,980 6.47 17,110 -8.17 0.0159
2022-05-13 2022-03-31 13F Wintrust Financial COM 97650W108 200,491 -129,395 -39.22 18,632 -37.81 0.0140
2022-02-11 2021-12-31 13F Wintrust Financial COM 97650W108 329,886 -86,728 -20.82 29,960 -10.52 0.0204
2021-11-12 2021-09-30 13F Wintrust Financial COM 97650W108 416,614 -33,131 -7.37 33,483 -1.56 0.0239
2021-08-13 2021-06-30 13F Wintrust Financial COM 97650W108 449,745 -2,087 -0.46 34,014 -0.69 0.0237
2021-05-13 2021-03-31 13F Wintrust Financial COM 97650W108 451,832 -24,807 -5.20 34,249 17.62 0.0255
2021-02-10 2020-12-31 13F Wintrust Financial COM 97650W108 476,639 6,069 1.29 29,118 54.50 0.0225
2020-11-12 2020-09-30 13F Wintrust Financial COM 97650W108 470,570 -2,192 -0.46 18,846 -8.61 0.0162
2020-08-14 2020-06-30 13F WINTRUST FINL COM 97650W108 472,762 135,806 40.30 20,622 86.25 0.0186
2020-05-22 2020-03-31 13F/A-1 WINTRUST FINL COM 97650W108 336,956 -403 -0.12 11,072 -53.82 0.0120
2020-05-15 2020-03-31 13F WINTRUST FINL COM 97650W108 336,956 -403 11,072 12,002.3586
2020-02-14 2019-12-31 13F WINTRUST FINL COM 97650W108 337,359 105,210 45.32 23,976 59.80 0.0199
2019-11-14 2019-09-30 13F WINTRUST FINL COM 97650W108 232,149 -16,318 -6.57 15,004 -17.46 0.0131
2019-08-14 2019-06-30 13F WINTRUST FINL COM 97650W108 248,467 188,258 312.67 18,178 348.40 0.0158
2019-05-15 2019-03-31 13F WINTRUST FINL COM 97650W108 60,209 71 0.12 4,054 1.38 0.0036
2019-02-14 2018-12-31 13F WINTRUST FINL COM 97650W108 60,138 2,874 5.02 3,999 -17.78 0.0040
2018-11-28 2018-09-30 13F/A-1 WINTRUST FINL COM 97650W108 57,264 -7,385 -11.42 4,864 -13.57 0.0042
2018-11-14 2018-09-30 13F WINTRUST FINL COM 97650W108 57,264 -7,385 4,864
2018-08-14 2018-06-30 13F WINTRUST FINL COM 97650W108 64,649 0 0.00 5,628 1.17 0.0046
2018-05-15 2018-03-31 13F WINTRUST FINL COM 97650W108 64,649 -528 -0.81 5,563 3.61 0.0052
2018-02-14 2017-12-31 13F WINTRUST FINL COM 97650W108 65,177 221 0.34 5,369 5.54 0.0050
2017-11-14 2017-09-30 13F WINTRUST FINL COM 97650W108 64,956 0 0.00 5,087 2.46 0.0049
2017-08-14 2017-06-30 13F WINTRUST FINL COM 97650W108 64,956 0 0.00 4,965 10.58 0.0049
2017-06-07 2017-03-31 13F/A-1 WINTRUST FINL COM 97650W108 64,956 0 0.00 4,490 -4.75 0.0045
2017-05-15 2017-03-31 13F WINTRUST FINL COM 97650W108 64,956 4,490
2017-02-14 2016-12-31 13F WINTRUST FINL COM 97650W108 64,956 -12,266 -15.88 4,714 9.86 0.0052
2016-11-14 2016-09-30 13F WINTRUST FINL COM 97650W108 77,222 0 0.00 4,291 8.96 0.0048
2016-08-15 2016-06-30 13F WINTRUST FINL COM 97650W108 77,222 -16,051 -17.21 3,938 -4.79 0.0047
2016-05-16 2016-03-31 13F WINTRUST FINL COM 97650W108 93,273 1,354 1.47 4,136 -7.26 0.0049
2016-02-16 2015-12-31 13F WINTRUST FINL COM 97650W108 91,919 -129,118 -58.41 4,460 -62.24 0.0052
2015-11-16 2015-09-30 13F WINTRUST FINL COM 97650W108 221,037 -29,213 -11.67 11,810 -11.59 0.0141
2015-08-17 2015-06-30 13F/A-1 WINTRUST FINL COM 97650W108 250,250 -250,532 -50.03 13,358 -44.05 0.0141
2015-08-14 2015-06-30 13F WINTRUST FINL COM 97650W108 250,250 13,358
2015-05-15 2015-03-31 13F WINTRUST FINL COM 97650W108 500,782 9,790 1.99 23,877 4.00 0.0248
2015-02-17 2014-12-31 13F WINTRUST FINL COM 97650W108 490,992 -43,789 -8.19 22,959 -3.89 0.0241
2014-11-14 2014-09-30 13F WINTRUST FINL COM 97650W108 534,781 22,588 4.41 23,889 1.39 0.0263
2014-08-14 2014-06-30 13F WINTRUST FINL COM 97650W108 512,193 33,490 7.00 23,561 1.15 0.0265
2014-05-15 2014-03-31 13F WINTRUST FINL COM 97650W108 478,703 28,159 6.25 23,294 12.10 0.0276
2014-02-14 2013-12-31 13F WINTRUST FINL COM 97650W108 450,544 21,558 5.03 20,779 17.94 0.0259
2013-11-14 2013-09-30 13F WINTRUST FINL COM 97650W108 428,986 41,228 10.63 17,618 18.69 0.0246
2013-08-14 2013-06-30 13F WINTRUST FINANCIAL COM 97650W108 387,758 387,758 14,844 0.0227
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.