Superior Planning, LLC’s Wintrust Financial WTFC Stock Holding History

Superior Planning, LLC’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$33.5K	Buy	+236	New	+$36.7K	0.01%	504

Other funds holding WTFC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Superior Planning, LLC's WTFC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Wintrust Financial (WTFC) in Q3 2026: 236 shares worth $33.5K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings.

383 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Superior Planning, LLC held 236 shares of Wintrust Financial worth $33.5K as of Q3 2026.
Wintrust Financial was a new Superior Planning, LLC position in Q3 2026.
Wintrust Financial made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #504 holding.
383 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.