Rothwell Investment Advisors, LLC’s Wintrust Financial WTFC Stock Holding History

Rothwell Investment Advisors, 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	$6.26K	Buy	+44	New	+$6.85K	﹤0.01%	866

Other funds holding WTFC

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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WTFC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Wintrust Financial (WTFC) in Q3 2026: 44 shares worth $6.26K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings.

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

Rothwell Investment Advisors, LLC held 44 shares of Wintrust Financial worth $6.26K as of Q3 2026.
Wintrust Financial was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Wintrust Financial made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #866 holding.
264 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.