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Accurate Wealth Management’s Wintrust Financial WTFC Stock Holding History

Accurate Wealth Management’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 		$494K Buy
3,061
+466
+18% +$70.1K 0.05% 349
2026
Q1 		$379K Buy
2,595
+1,181
+84% +$171K 0.05% 373
2025
Q4 		$206K Buy
+1,414
New +$188K 0.03% 486
2023
Q1 		– Sell
-1,562
Closed -$134K – 1477
2022
Q4 		$134K Buy
+1,562
New +$138K 0.05% 259

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Accurate Wealth Management's WTFC Position: Q2 2026 in Review

Accurate Wealth Management increased its Wintrust Financial (WTFC) stake by 18% in Q2 2026, buying an estimated $70.1K and bringing the position to 3,061 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #349.

Accurate Wealth Management first reported a position in WTFC in Q4 2022 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Accurate Wealth Management held 3,061 shares of Wintrust Financial worth $494K as of Q2 2026.
  • Accurate Wealth Management bought 466 Wintrust Financial shares in Q2 2026, an estimated $70.1K.
  • Wintrust Financial made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Accurate Wealth Management first reported a position in Wintrust Financial in Q4 2022 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.