Dana Investment Advisors, Inc.
Position in WTFC — Wintrust Financial Corp
CIK 1427514
BROOKFIELD, WI
Position in WTFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,471,391
+$710,980 QoQ
Shares Held
27,821
+2.8% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#155
of 592 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $130,660,715 across 28 Banks - Regional names. WTFC ranks #11 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
|
635,985 | $13,190,328 | |
| 2 | PFBC |
Preferred Bank
|
105,736 | $11,235,507 | |
| 3 | OCFC |
Oceanfirst Financial Corp
|
425,718 | $8,314,272 | |
| 4 | HOPE |
Hope Bancorp Inc
|
596,116 | $8,154,866 | |
| 5 | NWBI |
Northwest Bancshares, Inc.
|
502,644 | $7,620,083 | |
| 6 | WBS |
Webster Financial Corp
|
95,512 | $7,299,027 | |
| 7 | BANC |
Banc Of California, Inc.
|
342,902 | $7,005,487 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
216,374 | $6,408,997 |
All Filings in WTFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,471,391 | 27,821 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,760,411 | 27,065 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,859,046 | 13,296 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,901,838 | 14,360 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,750,969 | 14,123 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,673,517 | 14,881 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,847,578 | 14,815 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,754,713 | 16,168 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $1,683,601 | 16,128 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,741,288 | 18,774 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,460,774 | 19,348 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,626,978 | 22,404 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,659,247 | 22,745 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,906,602 | 22,558 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,591,692 | 19,518 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,579,996 | 19,713 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,294,607 | 13,931 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,333,691 | 14,685 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,245,493 | 15,497 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,218,172 | 16,107 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,352,726 | 17,846 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,334,816 | 21,850 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,110,065 | 27,717 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,440,157 | 33,016 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||