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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abacus Wealth Partners's WTFC Position: Q1 2026 in Review

Abacus Wealth Partners held its Wintrust Financial (WTFC) position steady in Q1 2026 at 5,684 shares worth $790K. The position accounts for 0.07% of the portfolio, ranked #137.

Abacus Wealth Partners first reported a position in WTFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $795K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Abacus Wealth Partners held 5,684 shares of Wintrust Financial worth $790K as of Q1 2026.
  • Abacus Wealth Partners left its Wintrust Financial share count unchanged in Q1 2026.
  • Wintrust Financial made up 0.07% of Abacus Wealth Partners's portfolio in Q1 2026, its #137 holding.
  • Abacus Wealth Partners first reported a position in Wintrust Financial in Q4 2025 and has held it in 2 quarters since.
  • Abacus Wealth Partners's Wintrust Financial position peaked at $795K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.