WTFC
WINTRUST FINANCIAL CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $95 | $147 | +55% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $95 | $147 | +55% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $95 | $147 | +55% |
| Citadel Advisors re-entered | Q4 2024(8Q snapshot) | 6Q | $128 | $147 | +15% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Two Sigma Investments | Q4 2025 | Q1 2026 | → $153 | +20% |
| Point72 Asset Management | Q1 2025 | Q3 2025 | → $126 | -1% |
| Renaissance Technologies | Q4 2024 | Q2 2025 | → $121 | -7% |
| Maverick Capital 2× in & out | Q1 2023 | Q2 2023 | → $60 | -32% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at WINTRUST FINANCIAL CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 29, 2026 — the most recent Form 4 on file — not from today.
- Form 40001244276-26-000012May 29, 2026
- Form 40001244290-26-000007May 29, 2026
- Form 40001267655-26-000014May 6, 2026
- Form 40001865855-26-000009May 6, 2026
- Form 40001244276-26-000010Apr 28, 2026
- Form 40001244289-26-000010Apr 24, 2026
- Form 40001865855-26-000007Apr 1, 2026
- Form 40001777925-26-000003Apr 1, 2026
- Form 40001244272-26-000003Apr 1, 2026
- Form 40002090993-26-000003Apr 1, 2026
- Form 40001761744-26-000008Apr 1, 2026
- Form 40001366763-26-000003Apr 1, 2026
- Form 40001020076-26-000003Apr 1, 2026
- Form 40001642693-26-000003Apr 1, 2026
- Form 40001777967-26-000003Apr 1, 2026
Fundamentals
XBRL · WINTRUST FINANCIAL CORPAnnual figures sourced directly from WINTRUST FINANCIAL CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for WINTRUST FINANCIAL CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 29, 2026
- 10-QQuarterly reportMay 6, 2026
- 8-KMaterial eventApr 20, 2026
- DEF 14AProxy statementApr 9, 2026
- 10-KAnnual reportFeb 26, 2026
- 8-KMaterial eventJan 20, 2026
- 8-KMaterial eventDec 16, 2025
- 8-KMaterial eventDec 8, 2025
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventOct 20, 2025
- 8-KMaterial eventOct 2, 2025
- 10-QQuarterly reportAug 6, 2025
- 8-KMaterial eventJul 21, 2025
- 8-KFORM 8-KJul 16, 2025
- 8-KMaterial eventJun 13, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $145 | $147 | +2% |
| Two Sigma Investments | Q4 2025 | Q1 2026 | $127 | $153 | +20% |
| Citadel Advisors | Q3 2025 | open | $126 | $147 | +16% |
| Point72 Asset Management | Q1 2025 | Q3 2025 | $127 | $126 | -1% |
| Citadel Advisors | Q4 2024 | Q2 2025 | $128 | $120 | -6% |
| Renaissance Technologies | Q4 2024 | Q2 2025 | $130 | $121 | -7% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $95 | $127 | +34% |
| AQR Capital Management | Q3 2024 | open | $95 | $147 | +55% |
| Millennium Management | Q3 2024 | open | $95 | $147 | +55% |
| Maverick Capital | Q1 2023 | Q2 2023 | $88 | $60 | -32% |
| Maverick Capital | Q3 2020 | Q4 2020 | $42 | $50 | +20% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.