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Abacus Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Abacus Wealth Partners’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
Q2 		$914K Hold
5,684
– – 0.1% 80
2026
Q1 		$790K Hold
5,684
– – 0.07% 137
2025
Q4 		$795K Buy
+5,684
New +$756K 0.08% 131

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Abacus Wealth Partners's WTFC Position: Q2 2026 in Review

Abacus Wealth Partners held its Wintrust Financial (WTFC) position steady in Q2 2026 at 5,684 shares worth $914K. The position accounts for 0.1% of the portfolio, ranked #80.

Abacus Wealth Partners first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Abacus Wealth Partners held 5,684 shares of Wintrust Financial worth $914K as of Q2 2026.
  • Abacus Wealth Partners left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.1% of Abacus Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Abacus Wealth Partners first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.