Wintrust Financial Corporation
US ˙ NasdaqGS ˙ US97650W1080

SecurityWTFC / Wintrust Financial Corporation
InstitutionLPL Financial LLC
Latest Disclosed Ownership112,397 shares
Latest Disclosed Value $ 15,616,378
LPL Financial LLC reports 5.78% increase in ownership of WTFC / Wintrust Financial Corporation

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 112,397 shares of Wintrust Financial Corporation (US:WTFC) valued at $15,616,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 106,254 shares of Wintrust Financial Corporation. This represents a change in shares of 5.78% during the quarter. The current value of the position is $17,185,501 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)
2026-05-06 2026-03-31 13F WINTRUST FINL COM 97650W108 112,397 6,143 5.78 15,616 5.12 0.0041
2026-02-11 2025-12-31 13F WINTRUST FINL COM 97650W108 106,254 26,488 33.21 14,856 40.63 0.0041
2025-11-12 2025-09-30 13F WINTRUST FINL COM 97650W108 79,766 20,694 35.03 10,564 44.26 0.0031
2025-08-12 2025-06-30 13F WINTRUST FINL COM 97650W108 59,072 18,852 46.87 7,324 61.91 0.0024
2025-05-07 2025-03-31 13F WINTRUST FINL COM 97650W108 40,220 24,240 151.69 4,523 127.06 0.0018
2025-02-11 2024-12-31 13F WINTRUST FINL COM 97650W108 15,980 3,622 29.31 1,993 48.55 0.0008
2024-11-08 2024-09-30 13F WINTRUST FINL COM 97650W108 12,358 1,795 16.99 1,341 28.82 0.0006
2024-08-07 2024-06-30 13F WINTRUST FINL COM 97650W108 10,563 686 6.95 1,041 0.97 0.0005
2024-05-10 2024-03-31 13F WINTRUST FINL COM 97650W108 9,877 113 1.16 1,031 13.92 0.0006
2024-02-14 2023-12-31 13F WINTRUST FINL COM 97650W108 9,764 -76 -0.77 906 21.97 0.0005
2023-11-13 2023-09-30 13F WINTRUST FINL COM 97650W108 9,840 445 4.74 743 8.80 0.0005
2023-07-31 2023-06-30 13F WINTRUST FINL COM 97650W108 9,395 -1,035 -9.92 682 -10.26 0.0005
2023-05-10 2023-03-31 13F WINTRUST FINL COM 97650W108 10,430 -597 -5.41 761 -18.45 0.0006
2023-02-07 2022-12-31 13F WINTRUST FINL COM 97650W108 11,027 -98 -0.88 932 2.76 0.0008
2022-11-14 2022-09-30 13F WINTRUST FINL COM 97650W108 11,125 -69 -0.62 907 1.11 0.0009
2022-08-12 2022-06-30 13F WINTRUST FINL COM 97650W108 11,194 -808 -6.73 897 -19.55 0.0009
2022-05-16 2022-03-31 13F WINTRUST FINL COM 97650W108 12,002 -4,414 -26.89 1,115 -25.22 0.0010
2022-02-14 2021-12-31 13F WINTRUST FINL COM 97650W108 16,416 -1,245 -7.05 1,491 5.07 0.0013
2021-11-15 2021-09-30 13F WINTRUST FINL COM 97650W108 17,661 554 3.24 1,419 9.66 0.0013
2021-08-13 2021-06-30 13F WINTRUST FINL COM 97650W108 17,107 -207 -1.20 1,294 -1.37 0.0013
2021-05-14 2021-03-31 13F WINTRUST FINL COM 97650W108 17,314 -5,232 -23.21 1,312 -4.72 0.0015
2021-02-12 2020-12-31 13F WINTRUST FINL COM 97650W108 22,546 932 4.31 1,377 59.01 0.0018
2020-11-09 2020-09-30 13F WINTRUST FINL COM 97650W108 21,614 -2,003 -8.48 866 -15.92 0.0014
2020-08-13 2020-06-30 13F WINTRUST FINL COM 97650W108 23,617 8,551 56.76 1,030 108.08 0.0018
2020-05-14 2020-03-31 13F WINTRUST FINL COM 97650W108 15,066 5,839 63.28 495 -24.31 0.0011
2020-02-14 2019-12-31 13F WINTRUST FINL COM 97650W108 9,227 452 5.15 654 15.34 0.0012
2019-11-13 2019-09-30 13F WINTRUST FINL COM 97650W108 8,775 -187 -2.09 567 -13.57 0.0012
2019-08-09 2019-06-30 13F WINTRUST FINL COM 97650W108 8,962 5,310 145.40 656 166.67 0.0014
2019-05-08 2019-03-31 13F WINTRUST FINL COM 97650W108 3,652 -74 -1.99 246 -0.81 0.0006
2019-02-07 2018-12-31 13F WINTRUST FINL COM 97650W108 3,726 470 14.43 248 -10.47 0.0007
2018-11-14 2018-09-30 13F WINTRUST FINL COM 97650W108 3,256 -347 -9.63 277 -11.78 0.0007
2018-08-14 2018-06-30 13F WINTRUST FINL COM 97650W108 3,603 -855 -19.18 314 -18.23 0.0008
2018-05-15 2018-03-31 13F WINTRUST FINL COM 97650W108 4,458 -1,180 -20.93 384 -17.24 0.0011
2018-02-14 2017-12-31 13F WINTRUST FINL COM 97650W108 5,638 -228 -3.89 464 1.09 0.0014
2017-11-14 2017-09-30 13F WINTRUST FINL COM 97650W108 5,866 718 13.95 459 16.79 0.0016
2017-08-14 2017-06-30 13F WINTRUST FINL COM 97650W108 5,148 -790 -13.30 393 -2.96 0.0015
2017-05-15 2017-03-31 13F WINTRUST FINANCIAL COM 97650W108 5,938 -234 -3.79 405 -9.19 0.0028
2017-02-13 2016-12-31 13F WINTRUST FINANCIAL COM 97650W108 6,172 -338 -5.19 446 23.89 0.0034
2016-11-16 2016-09-30 13F WINTRUST FINANCIAL COM 97650W108 6,510 -38 -0.58 360 10.77 0.0034
2016-08-15 2016-06-30 13F WINTRUST FINANCIAL COM 97650W108 6,548 6,548 0.00 325 0.0027
2016-02-12 2015-12-31 13F WINTRUST FINANCIAL COM 97650W108 0 -7,633 -100.00 0 -100.00
2015-11-13 2015-09-30 13F WINTRUST FINANCIAL COM 97650W108 7,633 801 11.72 408 13.02 0.0022
2015-08-14 2015-06-30 13F WINTRUST FINANCIAL COM 97650W108 6,832 693 11.29 361 22.79 0.0018
2015-05-14 2015-03-31 13F WINTRUST FINANCIAL COM 97650W108 6,139 874 16.60 294 19.51 0.0015
2015-02-13 2014-12-31 13F WINTRUST FINANCIAL COM 97650W108 5,265 5,265 246 0.0013
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.