INSPIRION WEALTH ADVISORS, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1633448
LIBERTYVILLE, IL
Position in WTFC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$449,855
+$60,962 QoQ
Shares Held
2,799
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#339
of 589 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INSPIRION WEALTH ADVISORS, LLC holds $1,296,296 across 2 Banks - Regional names. WTFC ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
16,990 | $846,441 | |
| 2 | WTFC |
Wintrust Financial Corp
This page
|
2,799 | $449,855 |
All Filings in WTFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,855 | 2,799 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $388,893 | 2,799 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $391,356 | 2,799 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $454,136 | 3,429 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $344,540 | 2,779 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $312,526 | 2,779 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $427,630 | 3,429 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $372,149 | 3,429 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $337,962 | 3,429 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $462,343 | 4,429 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $409,862 | 4,419 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $333,634 | 4,419 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $320,907 | 4,419 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $266,705 | 3,656 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $309,005 | 3,656 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $298,146 | 3,656 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $293,028 | 3,656 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $339,752 | 3,656 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $332,037 | 3,656 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $293,832 | 3,656 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $287,847 | 3,806 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $288,494 | 3,806 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $232,508 | 3,806 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||