Wintrust Financial Corporation
US ˙ NasdaqGS ˙ US97650W1080

SecurityWTFC / Wintrust Financial Corporation
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership422,862 shares
Latest Disclosed Value $ 58,752,414
Envestnet Asset Management Inc reports 9.35% increase in ownership of WTFC / Wintrust Financial Corporation

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 422,862 shares of Wintrust Financial Corporation (US:WTFC) valued at $58,752,446 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 386,699 shares of Wintrust Financial Corporation. This represents a change in shares of 9.35% during the quarter. The current value of the position is $64,655,600 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)
2026-05-04 2026-03-31 13F WINTRUST FINL COM 97650W108 422,862 36,163 9.35 58,752 8.66 0.0157
2026-02-10 2025-12-31 13F WINTRUST FINL COM 97650W108 386,699 -18,900 -4.66 54,068 0.65 0.0160
2025-11-05 2025-09-30 13F WINTRUST FINL COM 97650W108 405,599 11,644 2.96 53,718 9.98 0.0155
2025-08-01 2025-06-30 13F WINTRUST FINL COM 97650W108 393,955 43,972 12.56 48,843 24.09 0.0143
2025-04-29 2025-03-31 13F WINTRUST FINL COM 97650W108 349,983 105,754 43.30 39,359 29.23 0.0127
2025-02-13 2024-12-31 13F WINTRUST FINL COM 97650W108 244,229 27,202 12.53 30,458 29.31 0.0098
2024-11-07 2024-09-30 13F WINTRUST FINL COM 97650W108 217,027 18,208 9.16 23,554 20.20 0.0076
2024-08-08 2024-06-30 13F WINTRUST FINL COM 97650W108 198,819 9,292 4.90 19,596 -0.96 0.0068
2024-05-13 2024-03-31 13F WINTRUST FINL COM 97650W108 189,527 63,276 50.12 19,785 68.96 0.0074
2024-02-13 2023-12-31 13F WINTRUST FINL COM 97650W108 126,251 7,213 6.06 11,710 30.29 0.0048
2023-11-13 2023-09-30 13F WINTRUST FINL COM 97650W108 119,038 32,368 37.35 8,987 42.79 0.0041
2023-08-04 2023-06-30 13F WINTRUST FINL COM 97650W108 86,670 19,029 28.13 6,294 27.56 0.0028
2023-05-11 2023-03-31 13F WINTRUST FINL COM 97650W108 67,641 29,091 75.46 4,934 51.44 0.0024
2023-02-07 2022-12-31 13F WINTRUST FINL COM 97650W108 38,550 258 0.67 3,258 4.32 0.0017
2022-11-10 2022-09-30 13F WINTRUST FINL COM 97650W108 38,292 -1,671 -4.18 3,123 -2.50 0.0018
2022-08-03 2022-06-30 13F WINTRUST FINL COM 97650W108 39,963 -107 -0.27 3,203 -13.99 0.0018
2022-05-04 2022-03-31 13F WINTRUST FINL COM 97650W108 40,070 -94 -0.23 3,724 2.08 0.0019
2022-02-04 2021-12-31 13F WINTRUST FINL COM 97650W108 40,164 768 1.95 3,648 15.22 0.0018
2021-10-07 2021-09-30 13F WINTRUST FINL COM 97650W108 39,396 -805 -2.00 3,166 4.14 0.0017
2021-08-04 2021-06-30 13F WINTRUST FINL COM 97650W108 40,201 9,080 29.18 3,040 28.87 0.0017
2021-05-04 2021-03-31 13F WINTRUST FINL COM 97650W108 31,121 7,501 31.76 2,359 63.48 0.0015
2021-02-02 2020-12-31 13F WINTRUST FINL COM 97650W108 23,620 -911 -3.71 1,443 46.95 0.0011
2020-10-09 2020-09-30 13F WINTRUST FINL COM 97650W108 24,531 1,719 7.54 982 -1.31 0.0009
2020-07-08 2020-06-30 13F WINTRUST FINL COM 97650W108 22,812 15,440 209.44 995 311.16 0.0010
2020-04-23 2020-03-31 13F WINTRUST FINL COM 97650W108 7,372 -9,844 -57.18 242 -80.18 0.0003
2020-02-11 2019-12-31 13F WINTRUST FINL COM 97650W108 17,216 -6,756 -28.18 1,221 -21.17 0.0013
2019-10-17 2019-09-30 13F WINTRUST FINL COM 97650W108 23,972 -293 -1.21 1,549 -12.73 0.0017
2019-08-02 2019-06-30 13F WINTRUST FINL COM 97650W108 24,265 6,630 37.60 1,775 49.54 0.0022
2019-05-10 2019-03-31 13F WINTRUST FINL COM 97650W108 17,635 -148 -0.83 1,187 0.42 0.0016
2019-02-12 2018-12-31 13F WINTRUST FINL COM 97650W108 17,783 17,783 1,182 0.0018
2018-11-14 2018-09-30 13F WINTRUST FINL COM 97650W108 0 -5,981 -100.00 0 -100.00
2018-08-10 2018-06-30 13F WINTRUST FINL COM 97650W108 5,981 -312 -4.96 520 -4.24 0.0012
2018-05-09 2018-03-31 13F WINTRUST FINL COM 97650W108 6,293 -316 -4.78 543 -0.18 0.0015
2018-02-20 2017-12-31 13F WINTRUST FINL COM 97650W108 6,609 49 0.75 544 5.84 0.0012
2017-11-13 2017-09-30 13F WINTRUST FINL COM 97650W108 6,560 -921 -12.31 514 -9.98 0.0012
2017-08-14 2017-06-30 13F WINTRUST FINL COM 97650W108 7,481 -2,402 -24.30 571 -16.52 0.0016
2017-05-09 2017-03-31 13F WINTRUST FINL COM 97650W108 9,883 1,079 12.26 684 6.71 0.0022
2017-02-14 2016-12-31 13F WINTRUST FINL COM 97650W108 8,804 -625 -6.63 641 22.33 0.0023
2016-11-14 2016-09-30 13F WINTRUST FINL COM 97650W108 9,429 144 1.55 524 10.55 0.0020
2016-08-15 2016-06-30 13F WINTRUST FINL COM 97650W108 9,285 248 2.74 474 18.20 0.0019
2016-05-16 2016-03-31 13F WINTRUST FINL COM 97650W108 9,037 393 4.55 401 -4.30 0.0017
2016-02-16 2015-12-31 13F WINTRUST FINL COM 97650W108 8,644 97 1.13 419 -8.32 0.0019
2015-11-13 2015-09-30 13F WINTRUST FINL COM 97650W108 8,547 1,499 21.27 457 21.54 0.0023
2015-08-13 2015-06-30 13F WINTRUST FINL COM 97650W108 7,048 -1,475 -17.31 376 -7.39 0.0018
2015-05-15 2015-03-31 13F WINTRUST FINANCIAL COM 97650W108 8,523 8,425 8,596.94 406 8,020.00 0.0021
2015-02-12 2014-12-31 13F Wintrust Financial COM 97650W108 98 -7 -6.67 5 0.00 0.0001
2014-11-13 2014-09-30 13F Wintrust Financial COM 97650W108 105 -265 -71.62 5 -70.59 0.0001
2014-08-14 2014-06-30 13F * WINTRUST FINL COM 97650W108 370 157 73.71 17 70.00 0.0002
2014-05-12 2014-03-31 13F Wintrust Financial COM 97650W108 213 -99 -31.73 10 -28.57 0.0001
2014-02-12 2013-12-31 13F Wintrust Financial COM 97650W108 312 51 19.54 14 27.27 0.0002
2013-11-12 2013-09-30 13F Wintrust Financial COM 97650W108 261 162 163.64 11 175.00 0.0001
2013-08-09 2013-06-30 13F Wintrust Financial COM 97650W108 99 99 4 0.0001
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.