WTFC

Wintrust Financial Corp

Latest period2024 - Q4Total superinvestors39

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 39 superinvestors own shares of Wintrust Financial Corp (WTFC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wintrust Financial Corp (WTFC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wintrust Financial Corp (WTFC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wintrust Financial Corp (WTFC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 36.62%
0.01%
$930,000
7,459 shares@ 124.69 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$678,097
6,248 shares@ 108.54 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Increased 6.04%
0.02%
$708,000
5,676 shares@ 124.74 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
0.07%
$437,472
3,429 shares@ 127.59 avg price
Robert Netzly@Inspire Investing, Llc
Recent Activity
Decreased -15.54%
0.05%
$401,192
3,217 shares@ 124.71 avg price
Richard Thomas Loria@Mps Loria Financial Planners, Llc
Recent Activity
Decreased -30.07%
0.11%
$351,140
2,816 shares@ 124.7 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
New Position
0.11%
$343,826
2,757 shares@ 124.72 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.01%
$262,859
2,108 shares@ 124.7 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -12.06%
0.02%
$228,968
1,836 shares@ 124.72 avg price
Lauren Black@Phillips Wealth Planners Llc
Recent Activity
New Position
0.21%
$204,983
1,645 shares@ 124.61 avg price