Wintrust Financial Corporation
US ˙ NasdaqGS ˙ US97650W1080

SecurityWTFC / Wintrust Financial Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,442 shares
Latest Disclosed Value $ 200,351
IFP Advisors, Inc reports 0.21% decrease in ownership of WTFC / Wintrust Financial Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,442 shares of Wintrust Financial Corporation (US:WTFC) valued at $200,351 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,445 shares of Wintrust Financial Corporation. This represents a change in shares of -0.21% during the quarter. The current value of the position is $213,445 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)
2026-04-13 2026-03-31 13F WINTRUST FINL cs 97650W108 1,442 -3 -0.21 200 -0.99 0.0042
2026-02-06 2025-12-31 13F WINTRUST FINL cs 97650W108 1,445 0 0.00 202 5.76 0.0045
2026-02-06 2025-09-30 13F/A-1 WINTRUST FINL cs 97650W108 1,445 16 1.12 191 6.11 0.0050
2025-12-02 2025-09-30 13F WINTRUST FINL cs 97650W108 1,313 -116 209 0.0054
2025-07-24 2025-06-30 13F WINTRUST FINL cs 97650W108 1,429 9 0.63 180 13.21 0.0051
2025-05-05 2025-03-31 13F WINTRUST FINL cs 97650W108 1,420 -1 -0.07 160 -11.67 0.0049
2025-02-04 2024-12-31 13F WINTRUST FINL cs 97650W108 1,421 24 1.72 180 19.21 0.0059
2025-02-04 2024-09-30 13F WINTRUST FINL cs 97650W108 1,397 -127 -8.33 152 0.67 0.0055
2024-07-30 2024-06-30 13F WINTRUST FINL cs 97650W108 1,524 -34 -2.18 150 -7.41 0.0060
2024-07-30 2024-03-31 13F WINTRUST FINL cs 97650W108 1,558 1,517 3,700.00 163 8,000.00 0.0071
2023-08-14 2023-06-30 13F/A-1 WINTRUST FINL cs 97650W108 41 9 28.12 3 0.00 0.0001
2023-08-04 2023-06-30 13F WINTRUST FINL cs 97650W108 41 9 4 0.0002
2023-04-18 2023-03-31 13F WINTRUST FINL cs 97650W108 32 -73 -69.52 3 0.0001
2023-02-07 2022-12-31 13F WINTRUST FINL cs 97650W108 105 -4 -3.67 0 -100.00 0.0003
2022-11-08 2022-09-30 13F WINTRUST FINL cs 97650W108 109 -23 -17.42 24 -7.69 0.0006
2022-09-06 2022-06-30 13F/A-1 WINTRUST FINL cs 97650W108 132 0 0.00 26 0.00 0.0008
2022-09-06 2022-03-31 13F/A-1 WINTRUST FINL cs 97650W108 132 105 388.89 26 1,200.00 0.0008
2022-08-08 2022-03-31 13F WINTRUST FINL CORP COM Stock 97650W108 27 0 3 0.0001
2022-01-12 2021-12-31 13F WINTRUST FINL CORP COM Stock 97650W108 27 0 0.00 2 0.00 0.0000
2021-10-06 2021-09-30 13F WINTRUST FINL CORP COM Stock 97650W108 27 0 0.00 2 0.00 0.0000
2021-07-13 2021-06-30 13F WINTRUST FINL CORP COM Stock 97650W108 27 0 0.00 2 0.00 0.0000
2021-04-30 2021-03-31 13F WINTRUST FINL CORP COM Stock 97650W108 27 -54 -66.67 2 -60.00 0.0000
2021-01-25 2020-12-31 13F WINTRUST FINL CORP COM Stock 97650W108 81 0 0.00 5 25.00 0.0002
2020-10-29 2020-09-30 13F WINTRUST FINL CORP COM Stock 97650W108 81 0 0.00 4 0.00 0.0002
2020-08-05 2020-06-30 13F WINTRUST FINL CORP COM Stock 97650W108 81 81 4 0.0003
2020-05-12 2020-03-31 13F WINTRUST FINL CORP COM Stock 97650W108 0 -47 -100.00 0 -100.00
2020-01-17 2019-12-31 13F WINTRUST FINL CORP COM Stock 97650W108 47 0 0.00 3 0.00 0.0002
2019-11-07 2019-09-30 13F WINTRUST FINL CORP COM Stock 97650W108 47 47 3 0.0002
2019-05-15 2019-03-31 13F WINTRUST FINL CORP COM Stock 97650W108 0 -161 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 WINTRUST FINL CORP COM Stock 97650W108 161 -45 -21.84 11 -35.29 0.0007
2019-01-23 2018-12-31 13F WINTRUST FINL CORP COM Stock 97650W108 161 -45 11 0.0007
2019-06-03 2018-09-30 13F/A-9 WINTRUST FINL CORP COM Stock 97650W108 206 4 1.98 17 -5.56 0.0007
2018-10-25 2018-09-30 13F WINTRUST FINL CORP COM Stock 97650W108 206 4 17 0.0007
2019-06-03 2018-06-30 13F/A-8 WINTRUST FINL CORP COM Stock 97650W108 202 -15 -6.91 18 0.00 0.0008
2018-08-07 2018-06-30 13F WINTRUST FINL CORP COM Stock 97650W108 202 -9 18
2019-06-03 2018-03-31 13F/A-7 WINTRUST FINL CORP COM Stock 97650W108 217 0 0.00 18 0.00 0.0008
2018-05-09 2018-03-31 13F WINTRUST FINL CORP COM Stock 97650W108 211 -6 18
2019-06-03 2017-12-31 13F/A-6 WINTRUST FINL CORP COM Stock 97650W108 217 -4 -1.81 18 5.88 0.0008
2018-01-24 2017-12-31 13F WINTRUST FINL CORP COM Stock 97650W108 217 -4 18
2017-10-30 2017-09-30 13F WINTRUST FINL CORP COM Stock 97650W108 221 20 9.95 17 13.33 0.0007
2019-06-03 2017-06-30 13F/A-5 WINTRUST FINL CORP COM Stock 97650W108 201 34 20.36 15 25.00 0.0006
2017-07-31 2017-06-30 13F WINTRUST FINL CORP COM Stock 97650W108 201 34 15
2019-06-03 2017-03-31 13F/A-4 WINTRUST FINL CORP COM Stock 97650W108 167 0 0.00 12 0.00 0.0005
2017-04-26 2017-03-31 13F WINTRUST FINL CORP COM Stock 97650W108 167 0 12
2019-06-03 2016-12-31 13F/A-3 WINTRUST FINL CORP COM Stock 97650W108 167 0 0.00 12 33.33 0.0006
2017-02-14 2016-12-31 13F WINTRUST FINL CORP COM Stock 97650W108 167 0 12
2016-11-04 2016-09-30 13F WINTRUST FINL CORP COM Stock 97650W108 167 77 85.56 9 80.00 0.0005
2019-06-03 2016-06-30 13F/A-2 WINTRUST FINL CORP COM Stock 97650W108 90 34 60.71 5 150.00 0.0003
2016-08-22 2016-06-30 13F WINTRUST FINL CORP COM Stock 97650W108 90 34 5
2016-05-02 2016-03-31 13F WINTRUST FINL CORP COM Stock 97650W108 56 -70 -55.56 2 -66.67 0.0001
2016-02-11 2015-12-31 13F WINTRUST FINL CORP COM Stock 97650W108 126 126 6 0.0004
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.