Wintrust Investments LLC

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Assets, Funds, Holdings

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Wintrust Investments LLC
CRD #875
SEC #801-64233
CIK #0000049096, 0001015328
AUM
Employees 178 (83% Investors, 96% Brokers)
Phone312-431-1700
Address231 South LaSalle Street
Chicago, IL 60604
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
151296302003201020172025
Sector Form 13F Holdings Value ($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 ($M)
110088066044022002015201820222026
AUM Breakdown Accounts AUM ($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 - 2025
13F-HR [0000049096]
10-K [0001015328]
10-Q [0001015328]
3 [0001015328]
4 [0001015328]
5 [0001015328]
8-K [0001015328]
D [0001015328]
SC 13G [0001015328]
Form 13D/13G Filer Form 13D/13G Subject Filed
BlackRock Inc Wintrust Financial Corp [2023-01-24]
FMR LLC Wintrust Financial Corp [2020-02-07]
State Street Corp Wintrust Financial Corp [2018-02-13]
State Street Corp Wintrust Financial Corp [2015-02-13]
Invesco Ltd Wintrust Financial Corp [2012-02-14]
Vanguard Group Inc Wintrust Financial Corp [2012-02-10]
Form 3/4/5 Subject 2011 - 2025
Murphy Richard B
Wintrust Financial Corp
Dykstra David A
Wehmer Edward J
Washington Alex E III
Teglia Karin Gustafson
McKinney Suzet M
Kenney Brian A
Connelly Elizabeth H
Smith Gregory A
Hackett H Patrick Jr
Lefevre Deborah L Hall
Glabe Marla F
Doyle William J
Crist Peter D
Heitmann Scott K
Postma Richard L
Boege Kathleen M
Stoehr David L
Crane Timothy
Zidar Thomas P
Hahnfeld Jeffrey D
Lee David Eric
Eisenhuth Guy
Crowther Bruce K
Perry Christopher J
Stafford Ingrid S
Sweeney Gary D
Gleason Leona A
Larson David L
Talton Sheila
Francis ZED S III
Bowden Lloyd M
Damico Joseph F
Lentino James V
James Charles H III
Moschner Albin F
Pattis Lisa J
Fleshood John
GETZ BERT Jr
NEIS Thomas
Bishop James H
Burke Frank J
Rademacher Hollis W
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IL 0.0
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