Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WINTRUST FINL CORP (WTFC)

491 + Investors. Track Smart Money conviction in WTFC. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
7Q ▲
Buyers last Q
52%

Smart Money Signals — WTFC

Based on 490 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added WTFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
490 hedge funds hold WTFC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

243 buying226 selling
Last quarter: 243 funds bought or added vs 226 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+42 vs last Q)

new funds entering per quarter
Funds opening a new WTFC position: 61 → 62 → 57 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 20% medium 20% new
294 out of 490 hedge funds have held WTFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

62 → 61 → 62 → 57 → 99 new funds/Q
New funds entering each quarter: 61 → 62 → 57 → 99. A growing number of institutions are discovering WTFC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 13% 1-2yr 25% new
Of 491 current holders: 305 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
42 of 490 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in WTFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WTFC

How many hedge funds hold WTFC — quarterly history vs. share price
Quarterly hedge fund ownership of WTFC vs. share price

Market Analysis: WTFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTFC

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 1 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: WTFC
2026 Q1 Stats Unlock in 22 days 491 + Investors

Track Smart Money conviction in WTFC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 491 440 11.59%
13F Shares 64M 63M 0.97%
Total Value $8.91B $8.35B 6.67%
New Positions 99 57 +42
Increased Positions 144 154 -10
Closed Positions 48 51 -3
Reduced Positions 180 153 +27
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTFC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

491 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WTFC. Verified SEC 13F-HR filings.

Top 25 institutional holders of WTFC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rosenthal | Henry Capital Advisors, Inc. 4.87% 35,803 $5.0M
2 CHICAGO TRUST Co NA 2.34% 105,371 $14.6M
3 REINHART PARTNERS, LLC. 2.10% 524,560 $72.9M
4 MOODY ALDRICH PARTNERS LLC 1.63% 65,156 $9.1M
5 ALBERT D MASON INC 1.32% 14,648 $2.0M
6 Leeward Investments, LLC - MA 1.16% 168,932 $23.5M
7 Artemis Investment Management LLP 0.90% 611,620 $85.0M
8 Western Pacific Wealth Management, LP 0.60% 4,237 $589K
9 Oliver Luxxe Assets LLC 0.44% 21,325 $3.0M
10 DB&C Advisors, LLC 0.35% 1,917 $266K
11 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.34% 246,665 $34.3M
12 MeadowBrook Investment Advisors LLC 0.31% 2,545 $354K
13 North Star Investment Management Corp. 0.23% 27,209 $3.8M
14 Sterling Capital Management LLC 0.17% 63,774 $8.9M
15 Daytona Street Capital LLC 0.15% 1,350 $191K
16 CONGRESS ASSET MANAGEMENT CO 0.11% 107,189 $14.9M
17 Well Done, LLC 0.10% 4,658 $647K
18 NORRIS PERNE & FRENCH LLP/MI 0.09% 10,169 $1.4M
19 HENNESSY ADVISORS INC 0.09% 18,000 $2.5M
20 Vest Financial, LLC 0.09% 51,745 $7.2M
21 Cornerstone National Bank & Trust Co 0.08% 1,500 $210K
22 Abacus Wealth Partners, LLC 0.07% 5,684 $790K
23 Bayforest Capital Ltd 0.07% 442 $61K
24 Y-Intercept (Hong Kong) Ltd 0.06% 24,291 $3.4M
25 CAMBIENT FAMILY OFFICE, LLC 0.06% 2,957 $411K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WINTRUST FINL CORP (WTFC)

What does the Smart Money Trend signal show for WTFC?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added WTFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WTFC?

Slight buying edge — 52% buying: Last quarter: 243 funds bought or added vs 226 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WTFC holders?

Elite ownership — 54% AUM from top-100 funds: 42 of 490 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in WTFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WTFC?

60% of holders stayed for 2+ years: 294 out of 490 hedge funds have held WTFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.