Public ownership evidence

Wintrust Financial Corp (WTFC) Ownership Disclosures

Read WTFC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Wintrust Financial Corp: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-30
Trade date
2026-09-30
Reporting owners
RICHTER DAVID S
Code
A
Shares
394
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001106469-26-000008
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read WTFC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read WTFC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-09-302026-09-30RICHTER DAVID SA394Not reported
2026-09-302026-09-30LEFEVRE DEBORAH L. HALLA439Not reported
2026-09-302026-09-30KENNEY BRIAN AA470Not reported
2026-09-302026-09-30WASHINGTON ALEX E IIIA434Not reported
2026-09-302026-09-30CONNELLY ELIZABETH H.A412Not reported
2026-09-302026-09-30Smith Gregory AA388Not reported
2026-09-302026-09-30CRIST PETER DA616Not reported
2026-09-302026-09-30Kohl Laura A.A346Not reported
2026-09-302026-09-30TEGLIA KARIN GUSTAFSONA420Not reported
2026-09-302026-09-30MCKINNEY SUZET MA354Not reported
2026-09-302026-09-30GLABE MARLA FA361Not reported
2026-08-222026-08-20WEHMER EDWARD JA218Not reported
2026-08-222026-08-20DYKSTRA DAVID AA153Not reported
2026-08-142026-08-13DYKSTRA DAVID AS13,515Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-2912$1,929None
Cornerstone Financial Management LLC2026-03-312026-08-2918$2,501None
Cornerstone Financial Management LLC2025-12-312026-08-2912$1,678None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-283,438$552,555None
Advisors Asset Management, Inc.2020-06-302026-08-284,995$217,882None
Corient Private Wealth LP2026-06-302026-08-2853,811$8,648,564None
Corient Private Wealth LP2026-06-302026-08-283,172$509,804None
Principia Wealth Advisory, LLC2026-06-302026-08-2710$1,607None
Principia Wealth Advisory, LLC2026-03-312026-08-2710$1,389None
Advisors Asset Management, Inc.2025-03-312026-08-27236$26,541None
Advisors Asset Management, Inc.2020-12-312026-08-271,485$91,000None
Advisors Asset Management, Inc.2020-09-302026-08-273,659$146,543None
Advisors Asset Management, Inc.2025-09-302026-08-274,157$550,553None
Advisors Asset Management, Inc.2019-12-312026-08-2613,149$932,264None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-264,243$589,522None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-268,643$1,389,103None
Advisors Asset Management, Inc.2025-06-302026-08-252,846$352,847None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2577,827$12,508,355None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2512,508,355$77,827,000None
Advisors Asset Management, Inc.2025-12-312026-08-228,686$1,214,477None
Advisors Asset Management, Inc.2020-03-312026-08-229,241$303,659None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-221,323$212,584None
Harvest Fund Management Co., Ltd2026-06-302026-08-21376$60,000None
Rehmann Capital Advisory Group2026-06-302026-08-212,906$467,505None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2168$10,929None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,001$1,607,375None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,837$455,963None
Advisors Asset Management, Inc.2019-03-312026-08-1923,035$1,550,947None
Advisors Asset Management, Inc.2019-09-302026-08-1916,348$1,056,571None
Advisors Asset Management, Inc.2019-06-302026-08-1920,122$1,472,126None
JDM Financial Group LLC2026-06-302026-08-1947$7,554None
Ensign Peak Advisors, Inc2026-03-312026-08-194,147$576,184None
Ensign Peak Advisors, Inc2025-12-312026-08-194,147$579,834None
Ensign Peak Advisors, Inc2025-09-302026-08-1912,047$1,595,505None
Strive Financial Group ,LLC2026-06-302026-08-181,510$242,687None
Corient Private Wealth LP2026-06-302026-08-1857,513$9,243,549None
Empowered Funds, LLC2026-06-302026-08-1818,072$2,904,532None
Empowered Funds, LLC2026-06-302026-08-18531$85,342None
Empowered Funds, LLC2026-06-302026-08-18277$44,519None
Empowered Funds, LLC2026-06-302026-08-18143$22,983None
Pure Financial Advisors, LLC2026-06-302026-08-182,197$353,102None
Transamerica Financial Advisors, LLC2026-06-302026-08-18263$42,352None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,403$868,374None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1860,162$9,669,237None
EFG International AG2026-06-302026-08-1536,749$5,904,278None
EFG International AG2026-06-302026-08-1515$2,411None
Investors Portfolio Services LLC2026-06-302026-08-1519$3,054None
ROSS\JOHNSON & Associates LLC2026-06-302026-08-153$482None
Graham Capital Management, L.P.2026-06-302026-08-157,708$1,238,830None
SEI INVESTMENTS CO2026-06-302026-08-15709,570$114,042,090None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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