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Activest Wealth Management’s Wintrust Financial WTFC Stock Holding History

Activest 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 		$321 Buy
+2
New +$301 ﹤0.01% 1112
2026
Q1 		– Sell
-1
Closed -$140 – 1348
2025
Q4 		$140 Buy
+1
New +$133 ﹤0.01% 1053
2025
Q2 		– Sell
-9
Closed -$1.03K – 1202
2025
Q1 		$1.01K Buy
+9
New +$1.11K ﹤0.01% 761

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

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

Activest Wealth Management opened a new position in Wintrust Financial (WTFC) in Q2 2026: 2 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in WTFC as recently as Q4 2025.

Activest Wealth Management first reported a position in WTFC in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.01K in Q1 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Activest Wealth Management held 2 shares of Wintrust Financial worth $321 as of Q2 2026.
  • Wintrust Financial was a new Activest Wealth Management position in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1112 holding.
  • Activest Wealth Management first reported a position in Wintrust Financial in Q1 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Wintrust Financial position peaked at $1.01K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.