Orion Porfolio Solutions, LLC

Position in WTFC — Wintrust Financial Corp

CIK 1360533 OMAHA, NE

Position in WTFC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$5,095,068

-$509,337 QoQ

Shares Held

36,671

-8.5% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 83.94055085901282.ToString("F0")% Shared 0.ToString("F0")% None 16.059449140987184.ToString("F0")%

Financial Services · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $99,829,069 across 54 Banks - Regional names. WTFC ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	50,811	$10,573,260
2	NWG	NatWest Group plc	397,294	$5,919,679
3	HBAN	Huntington Bancshares Inc /Md/	364,627	$5,706,411
4	WTFC	Wintrust Financial Corp This page	36,671	$5,095,068
5	HDB	Hdfc Bank Ltd	185,540	$4,616,235
6	USB	US Bancorp De	84,396	$4,389,435
7	MTB	M&T Bank Corp	19,328	$3,995,483
8	TFC	Truist Financial Corp	83,891	$3,856,469

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,095,068	36,671	-8.5%	Shares	Sole	2026-05-13
2025-12-31	$5,604,405	40,083	+22.8%	Shares	Sole	2026-02-12
2025-09-30	$4,322,974	32,641	+1.6%	Shares	Sole	2025-11-12
2025-06-30	$3,983,725	32,132	-0.0%	Shares	Sole	2025-08-27
2025-03-31	$3,614,239	32,138	+2.9%	Shares	Sole	2025-08-01
2024-12-31	$3,894,942	31,232	-8.1%	Shares	Sole	2025-08-01
2024-09-30	$3,690,237	34,002	-3.1%	Shares	Sole	2025-07-31
2024-06-30	$3,459,653	35,102	-3.8%	Shares	Sole	2025-07-31
2024-03-31	$3,810,965	36,507	+70.0%	Shares	Sole	2025-07-31
2023-12-31	$1,992,177	21,479	-6.5%	Shares	Sole	2025-07-31
2023-09-30	$1,735,065	22,981	-12.3%	Shares	Sole	2025-07-31
2023-06-30	$1,903,805	26,216	+33.7%	Shares	Sole	2025-07-31
2023-03-31	$1,430,768	19,613	+335.2%	Shares	Sole	2025-07-31
2022-12-31	$380,931	4,507	-1.2%	Shares	Sole	2023-02-06
2022-09-30	$372,031	4,562	-2.1%	Shares	Sole	2022-11-01
2022-06-30	$373,338	4,658	+0.3%	Shares	Sole	2022-07-18
2022-03-31	$431,566	4,644	-0.3%	Shares	Sole	2022-05-16
2021-12-31	$422,948	4,657	-47.6%	Shares	Sole	2022-02-08
2021-09-30	$714,891	8,895	0.0%	Shares	Sole	2021-11-08
2021-06-30	$672,728	8,895	-26.0%	Shares	Sole	2021-08-03
2021-03-31	$911,722	12,028	-37.7%	Shares	Sole	2021-05-12
2020-12-31	$1,180,380	19,322	+99.5%	Shares	Sole	2021-02-16
2020-09-30	$387,884	9,685	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.