As of the latest SEC filings, WINTRUST FINANCIAL CORP (WTFCN) is held by 20 institutional funds. The largest fund shareholder is iShares Preferred and Income Securities ETF (PFF), holding an estimated $31,212,624.00 in market value, representing 0.23% of its portfolio.
Funds holding WINTRUST FINANCIAL CORP (WTFCN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WTFCN
- CIK:
- 0001015328
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.23% | $31,212,624.00 | 1,211,200 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.42% | $16,541,077.20 | 619,516 | Feb 28, 2026 | Apr 28, 2026 |
|
FPE
First Trust Preferred Securities and Income ETF
|
ETF | First Trust | 0.25% | $15,803,404.20 | 596,580 | Apr 30, 2026 | Jun 22, 2026 |
|
PPSAX
Spectrum Preferred and Capital Securities Income Fund
|
MF | Independent / Boutique | 0.24% | $12,472,104.00 | 467,120 | Feb 28, 2026 | Apr 24, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.38% | $8,518,101.00 | 319,030 | Feb 28, 2026 | Apr 29, 2026 |
|
PFFV
Global X Variable Rate Preferred ETF
|
ETF | Independent / Boutique | 2.34% | $6,977,110.50 | 261,315 | Feb 28, 2026 | Apr 29, 2026 |
|
VRP
Invesco Variable Rate Preferred ETF
|
ETF | Invesco | 0.17% | $4,114,817.10 | 154,113 | Feb 28, 2026 | Apr 28, 2026 |
|
PCSFX
Capital Securities Fund
|
MF | Independent / Boutique | 0.27% | $2,552,520.00 | 95,600 | Feb 28, 2026 | Apr 24, 2026 |
|
SPFF
Global X SuperIncome Preferred ETF
|
ETF | Independent / Boutique | 1.18% | $1,745,823.45 | 65,905 | Apr 30, 2026 | Jun 29, 2026 |
|
JGH
Nuveen Global High Income Fund
|
CEF | Nuveen | 0.30% | $1,113,264.00 | 43,200 | Mar 31, 2026 | May 28, 2026 |
|
NSOPX
North Star Opportunity Fund
|
MF | Independent / Boutique | 0.69% | $934,500.00 | 35,000 | Feb 28, 2026 | Apr 27, 2026 |
|
FJSIX
Nuveen Credit Income Fund
|
MF | Nuveen | 0.20% | $740,925.00 | 27,750 | Feb 28, 2026 | Apr 27, 2026 |
|
DPICX
Destra Flaherty & Crumrine Preferred and Income Fund
|
MF | Independent / Boutique | 0.28% | $613,326.00 | 23,800 | Mar 31, 2026 | Jun 1, 2026 |
|
PGDCX
Diversified Income Fund
|
MF | Independent / Boutique | 0.02% | $445,032.00 | 16,800 | Apr 30, 2026 | Jun 25, 2026 |
|
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
|
CEF | Calamos | 0.12% | $360,264.00 | 13,600 | Apr 30, 2026 | Jun 26, 2026 |
|
CZAMX
Multi-Manager Alternative Strategies Fund
|
MF | Columbia Threadneedle | 0.04% | $274,342.50 | 10,275 | Feb 28, 2026 | Apr 27, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.14% | $174,991.80 | 6,554 | Feb 28, 2026 | Apr 28, 2026 |
|
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
|
CEF | Calamos | 0.00% | $169,536.00 | 6,400 | Apr 30, 2026 | Jun 26, 2026 |
|
NSBDX
North Star Bond Fund
|
MF | Independent / Boutique | 0.44% | $160,200.00 | 6,000 | Feb 28, 2026 | Apr 27, 2026 |
|
PQDI
Principal Spectrum Preferred and Income ETF
|
ETF | Independent / Boutique | 0.19% | $128,850.00 | 5,000 | Mar 31, 2026 | May 13, 2026 |
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