Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wintrust Finl Corp (WTFC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
8Q ▲
Buyers last Q
56%

Smart Money Signals — WTFC

Based on 551 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
551 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+103 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

287 buying224 selling
Last quarter: 287 funds bought or added vs 224 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.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 66 → 58 → 101 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 22% new
314 out of 551 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

65 → 66 → 58 → 101 → 82 new funds/Q
New funds entering each quarter: 66 → 58 → 101 → 82. A growing number of institutions are discovering WTFC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 556 holders: 342 (62%) are 2+ year veterans, 71 entered 1–2 years ago, and 143 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
56 of 551 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — WTFC

In 2026 Q1, 287 hedge funds were net buyers of WTFC (82 opened a new position, 205 added to an existing one), while 224 reduced or exited (176 trimmed, 48 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in WTFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 551.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wintrust Finl Corp (WTFC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WTFC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
WTFC
+13.1%
XLF
+1220.3%

WTFC outperformed XLF by -1207.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
WTFC
+8.7%
XLF
+4.8%

Since the filing became public, WTFC outperformed XLF by +3.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 2 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: WTFC
544 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 544 517 5.22%
13F Shares 64M 64M -1.1%
Total Value $8.56B $9.01B -4.99%
New Positions 78 101 -23
Increased Positions 202 150 +52
Closed Positions 51 51 -
Reduced Positions 174 190 -16
Total Calls 2 1 100.0%
Total Puts 3 0 100%
PUT/CALL Ratio 1.5 0.0 Bearish

Statistics: WTFC

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

544 + investors

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

QUARTER:
Top 25 WTFC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lightrock Netherlands B.V. 5.35% 180,371 $25.1M
2 Rosenthal | Henry Capital Advisors, Inc. 4.87% 35,803 $5.0M
3 Petiole USA ltd 2.89% 29,750 $4.1M
4 Stieven Capital Advisors, L.P. 2.85% 96,083 $13.3M
5 Sapience Investments, LLC 2.45% 136 $19K
6 CHICAGO TRUST Co NA 2.34% 105,371 $14.6M
7 Channing Capital Management, LLC 2.17% 610,689 $84.8M
8 Reinhart Partners, LLC. 2.10% 524,560 $72.9M
9 Global Alpha Capital Management Ltd. 1.96% 234,380 $32.6M
10 Phocas Financial Corp. 1.72% 79,058 $11.0M
11 Shaker Investments LLC/Oh 1.71% 27,079 $3.8M
12 Moody Aldrich Partners LLC 1.63% 65,156 $9.1M
13 Elizabeth Park Capital Advisors, Ltd. 1.54% 14,392 $2.0M
14 Albert D Mason Inc 1.32% 14,648 $2.0M
15 Granite Investment Partners, LLC 1.31% 153,453 $21.3M
16 Future Fund LLC 1.21% 24,800 $3.4M
17 Nicholas Investment Partners, LP 1.17% 116,841 $16.2M
18 Leeward Investments, LLC - MA 1.16% 168,932 $23.5M
19 Junto Capital Management LP 1.04% 356,597 $49.5M
20 Emerald Investment Advisers, LLC 0.96% 76,532 $10.6M
21 Artemis Investment Management LLP 0.90% 611,620 $85.0M
22 Siena Capital Partners GP, LLC 0.88% 24,284 $3.4M
23 Aurora Investment Counsel 0.81% 10,538 $1.5M
24 Earnest Partners LLC 0.80% 1,400,634 $194.6M
25 Kennedy Capital Management LLC 0.69% 233,454 $32.4M
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 — 8 quarters in a row: For 8 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 — 56% buying: Last quarter: 287 funds bought or added vs 224 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 — 50% AUM from top-100 funds: 56 of 551 holders are among the 100 largest funds by AUM, controlling 50% 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?

57% of holders stayed for 2+ years: 314 out of 551 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.

Is it too late to buy Wintrust Finl Corp (WTFC) following the 2026 Q1 hedge fund 13F filings?

As of today, WTFC has moved +8.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), WTFC has gained +13.1% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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