Action Point Financial Planning’s Wintrust Financial WTFC Stock Holding History

Action Point Financial Planning’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	$103K	Buy	+642	New	+$96.6K	0.01%	591

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Action Point Financial Planning's WTFC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Wintrust Financial (WTFC) in Q2 2026: 642 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings.

594 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Action Point Financial Planning held 642 shares of Wintrust Financial worth $103K as of Q2 2026.
Wintrust Financial was a new Action Point Financial Planning position in Q2 2026.
Wintrust Financial made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #591 holding.
594 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.