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| Wintrust Investments LLC
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|---|---|
| CRD # | 875 |
| SEC # | 801-64233 |
| CIK # | 0000049096, 0001015328 |
| AUM | |
| Employees | 178 (83% Investors, 96% Brokers) |
| Phone | 312-431-1700 |
| Address | 231 South LaSalle Street Chicago, IL 60604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.9 | ||
| Alphabet Inc | 2.6 | ||
| Intuitive Surgical Inc | 2.2 | ||
| Amazon Com Inc | 1.7 | ||
| Lilly Eli & Co | 1.6 | ||
| Apollo Global Management Inc | 1.4 | ||
| Broadcom Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Republic Services Inc | 1.0 | ||
| Rexnord Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,211 | 1.6 |
| (b) Individuals (high net worth individuals) | 2,444 | 2.3 |
| (c) Banking or thrift institutions | 16 | 7.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 250 | 2.6 |
| (h) Charitable organizations | 71 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 63 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 10,969 | 14.4 |
| By Discretionary | ||
| Discretionary | 2,687 | 9.3 |
| Non-Discretionary | 8,282 | 5.1 |
| Total | 10,969 | 14.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.4 | |
| Total | 10,969 | 14.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000049096] | |
| 10-K | [0001015328] | |
| 10-Q | [0001015328] | |
| 3 | [0001015328] | |
| 4 | [0001015328] | |
| 5 | [0001015328] | |
| 8-K | [0001015328] | |
| D | [0001015328] | |
| SC 13G | [0001015328] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-03-27 | Tax withheld | 5,929 | $132.98 | 788,438 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-03-04 | Sell | 530 | $145.65 | 77,194 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-03-02 | Sell | 3,979 | $147.12 | 585,390 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-25 | Tax withheld | 8,506 | $149.83 | 1,274,454 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-25 | Tax withheld | 1,632 | $149.83 | 244,523 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-25 | Tax withheld | 1,916 | $149.83 | 287,074 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-25 | Tax withheld | 3,166 | $149.83 | 474,362 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-25 | Tax withheld | 2,405 | $149.83 | 360,341 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-25 | Tax withheld | 356 | $149.83 | 53,339 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-25 | Tax withheld | 222 | $149.83 | 33,262 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-25 | Tax withheld | 4,172 | $149.83 | 625,091 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-20 | Grant | 151 | $153.49 | 23,177 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-20 | Grant | 263 | $153.49 | 40,368 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-04 | Sell | 5,000 | $159.61 | 798,050 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-02-04 | Gift | 1,000 | $0.00 | |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-01-30 | Sell | 558 | $147.42 | 82,260 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-01-29 | Sell | 2,934 | $146.39 | 429,508 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-01-29 | Sell | 2,066 | $146.37 | 302,400 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-01-29 | Sell | 2,499 | $146.16 | 365,254 |
|
Wintrust Financial Corp WTFC
Common Stock
|
2026-01-29 | Sell | 3,291 | $146.05 | 480,651 |
| showing 20 of 200 most recent transactions | |||||
| Related Firms | State | AUM |
|---|---|---|
|
Great Lakes Advisors LLC
✚
|
IL | 16.16 B |
|
Wintrust Investments LLC
✚
|
IL |