- Type / Class
- Equity / Bond
- Total 13F shares
- 2,000
- Share change
- 0
- Total reported value
- $52,000
- Price per share
- $26.00
- Number of holders
- 1
- Value change
- +$220
- Number of buys
- 1
- Number of sells
- 1
Quarterly Holders Quick Answers
What is CUSIP 97650W702?
CUSIP 97650W702 identifies WTFCN - WINTRUST FINANCIAL CORP - Bond in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 97650W702:
Top shareholders of WTFCN - WINTRUST FINANCIAL CORP - Bond (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
6,747,204
|
$943,394,063 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
9.2%
|
6,164,854
|
$861,969,949 | — | 31 Dec 2025 | |
| FMR LLC |
13F
13D/G
|
Company |
8.1%
from 13D/G
|
5,384,767
|
$752,898,193 | — | 31 Dec 2025 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
5.4%
|
3,605,860
|
$500,998,188 | $0 | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
|
Vanguard Capital Management |
5.3%
|
3,542,596
|
$492,208,288 | $0 | 31 Mar 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4%
|
2,707,677
|
$378,592,640 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
4%
|
2,674,616
|
$373,964,809 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
2.1%
|
1,445,199
|
$202,067,724 | — | 31 Dec 2025 | |
| EARNEST PARTNERS LLC |
13F
|
Company |
2.1%
|
1,440,105
|
$201,355,481 | — | 31 Dec 2025 | |
| Capital International Investors |
13F
|
Company |
2%
|
1,334,466
|
$186,585,036 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
1,273,042
|
$178,038,098 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.9%
|
1,272,857
|
$177,975,015 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.7%
|
1,139,120
|
$159,271,726 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.6%
|
1,051,219
|
$146,981,488 | — | 31 Dec 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.5%
|
993,304
|
$138,883,767 | — | 31 Dec 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
1.3%
|
874,770
|
$122,310,393 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.2%
|
832,352
|
$116,379,457 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
800,487
|
$111,924,092 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.2%
|
774,529
|
$108,294,645 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
772,705
|
$108,039,613 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
768,671
|
$107,475,579 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.1%
|
763,093
|
$106,695,723 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
1.1%
|
748,389
|
$104,640,472 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.1%
|
731,328
|
$102,254,281 | — | 31 Dec 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.97%
|
651,426
|
$91,082,403 | — | 31 Dec 2025 | |
| Channing Capital Management, LLC |
13F
|
Company |
0.97%
|
651,364
|
$91,073,714 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.9%
|
609,427
|
$85,212,726 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.89%
|
600,070
|
$83,901,787 | — | 31 Dec 2025 | |
| Clark Capital Management Group, Inc. |
13F
|
Company |
0.88%
|
589,731
|
$82,456,136 | — | 31 Dec 2025 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.83%
|
559,762
|
$78,265,923 | — | 31 Dec 2025 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.81%
|
543,048
|
$75,929,022 | — | 31 Dec 2025 | |
| Fiera Capital Corp |
13F
|
Company |
0.79%
|
534,954
|
$74,797,269 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.78%
|
526,386
|
$73,599,313 | — | 31 Dec 2025 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
0.78%
|
524,571
|
$73,347,837 | — | 31 Dec 2025 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.75%
|
505,328
|
$70,655,000 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.71%
|
481,144
|
$67,273,771 | — | 31 Dec 2025 | |
| Aberdeen Group plc |
13F
|
Company |
0.7%
|
473,642
|
$66,224,625 | — | 31 Dec 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.7%
|
470,458
|
$65,779,497 | — | 31 Dec 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
0.7%
|
469,817
|
$65,689,814 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.67%
|
450,835
|
$63,035,901 | — | 31 Dec 2025 | |
| Artemis Investment Management LLP |
13F
|
Company |
0.63%
|
424,026
|
$59,287,315 | — | 31 Dec 2025 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.61%
|
411,213
|
$57,497,000 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.57%
|
386,699
|
$54,068,317 | — | 31 Dec 2025 | |
| FIL Ltd |
13F
|
Company |
0.53%
|
357,847
|
$50,034,167 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.51%
|
343,366
|
$48,009,422 | — | 31 Dec 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.5%
|
335,452
|
$46,902,899 | — | 31 Dec 2025 | |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. |
13F
|
Company |
0.49%
|
330,524
|
$46,213,866 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.48%
|
325,574
|
$45,521,704 | — | 31 Dec 2025 | |
| BNP Paribas Asset Management Holding S.A. |
13F
|
Company |
0.44%
|
299,692
|
$41,903,000 | — | 31 Dec 2025 | |
| Holocene Advisors, LP |
13F
|
Company |
0.39%
|
261,838
|
$36,610,189 | — | 31 Dec 2025 |
Institutional Holders of WINTRUST FINANCIAL CORP - Bond (WTFCN) as of Q1 2026
As of 31 Mar 2026,
WINTRUST FINANCIAL CORP - Bond (WTFCN) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
2,000 shares.
The largest 1 holders included
BESSEMER GROUP INC.
This page lists
1
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
2
Q1 2026 holders
1
Holder diff
-1
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.