Wintrust Financial Corporation
US ˙ NasdaqGS ˙ US97650W1080

SecurityWTFC / Wintrust Financial Corporation
InstitutionInspirion Wealth Advisors, Llc
Latest Disclosed Ownership2,799 shares
Latest Disclosed Value $ 388,893
Inspirion Wealth Advisors, Llc ownership in WTFC / Wintrust Financial Corporation

On April 8, 2026 - Inspirion Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 2,799 shares of Wintrust Financial Corporation (US:WTFC) valued at $388,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,799 shares of Wintrust Financial Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $427,967 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)
2026-04-08 2026-03-31 13F WINTRUST FINL COM 97650W108 2,799 0 0.00 389 -0.77 0.0484
2026-01-09 2025-12-31 13F WINTRUST FINL COM 97650W108 2,799 -630 -18.37 391 5.11 0.0479
2025-10-06 2025-09-30 13F WINTRUST FINL COM 97650W108 3,429 650 23.39 372 8.14 0.0521
2025-07-09 2025-06-30 13F WINTRUST FINL COM 97650W108 2,779 0 0.00 345 10.26 0.0456
2025-04-09 2025-03-31 13F WINTRUST FINL COM 97650W108 2,779 -650 -18.96 313 -28.60 0.0434
2025-01-15 2024-12-31 13F WINTRUST FINL COM 97650W108 3,429 0 0.00 437 17.47 0.0611
2024-10-04 2024-09-30 13F WINTRUST FINL COM 97650W108 3,429 0 0.00 372 10.39 0.0520
2024-07-12 2024-06-30 13F WINTRUST FINL COM 97650W108 3,429 -1,000 -22.58 338 -27.06 0.0517
2024-04-12 2024-03-31 13F WINTRUST FINL COM 97650W108 4,429 10 0.23 462 12.96 0.0764
2024-01-10 2023-12-31 13F WINTRUST FINL COM 97650W108 4,419 0 0.00 409 22.82 0.0738
2023-10-13 2023-09-30 13F WINTRUST FINL COM 97650W108 4,419 0 0.00 334 4.06 0.0651
2023-07-20 2023-06-30 13F WINTRUST FINL COM 97650W108 4,419 763 20.87 321 20.30 0.0615
2023-04-07 2023-03-31 13F WINTRUST FINL COM 97650W108 3,656 0 0.00 267 -13.92 0.0535
2023-01-18 2022-12-31 13F WINTRUST FINL COM 97650W108 3,656 0 0.00 309 3.69 0.0655
2022-10-19 2022-09-30 13F WINTRUST FINL COM 97650W108 3,656 0 0.00 298 1.71 0.0672
2022-07-27 2022-06-30 13F WINTRUST FINL COM 97650W108 3,656 0 0.00 293 -13.82 0.0643
2022-04-14 2022-03-31 13F WINTRUST FINL COM 97650W108 3,656 0 0.00 340 2.41 0.0696
2022-01-21 2021-12-31 13F WINTRUST FINL COM 97650W108 3,656 0 0.00 332 12.93 0.0700
2021-10-08 2021-09-30 13F WINTRUST FINL COM 97650W108 3,656 -150 -3.94 294 2.08 0.0676
2021-07-16 2021-06-30 13F WINTRUST FINL COM 97650W108 3,806 0 0.00 288 0.00 0.0710
2021-04-15 2021-03-31 13F WINTRUST FINL COM 97650W108 3,806 0 0.00 288 23.61 0.0763
2021-01-22 2020-12-31 13F WINTRUST FINL COM 97650W108 3,806 3,806 233 0.0656
2020-04-23 2020-03-31 13F WINTRUST FINL COM 97650W108 0 -3,806 -100.00 0 -100.00
2020-01-14 2019-12-31 13F WINTRUST FINL COM 97650W108 3,806 -353 -8.49 270 0.37 0.0911
2019-10-22 2019-09-30 13F WINTRUST FINL COM 97650W108 4,159 0 0.00 269 -11.51 0.1178
2019-07-15 2019-06-30 13F WINTRUST FINL COM 97650W108 4,159 0 0.00 304 8.57 0.1313
2019-04-16 2019-03-31 13F WINTRUST FINL COM 97650W108 4,159 0 0.00 280 1.08 0.1240
2019-01-22 2018-12-31 13F WINTRUST FINL COM 97650W108 4,159 1,433 52.57 277 19.40 0.1383
2018-11-14 2018-09-30 13F WINTRUST FINL COM 97650W108 2,726 353 14.88 232 12.08 0.0984
2018-07-19 2018-06-30 13F WINTRUST FINL COM 97650W108 2,373 0 0.00 207 1.47 0.0975
2018-04-18 2018-03-31 13F WINTRUST FINL COM 97650W108 2,373 2,373 204 0.0997
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.