Adage Capital Partners
WTFC icon

Adage Capital Partners’s Wintrust Financial WTFC Stock Holding History

Adage Capital 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 		$14.5M Sell
90,000
-27,200
-23% -$4.09M 0.02% 613
2026
Q1 		$16.3M Buy
117,200
+13,000
+12% +$1.88M 0.03% 554
2025
Q4 		$14.6M Sell
104,200
-5,000
-5% -$665K 0.02% 583
2025
Q3 		$14.5M Sell
109,200
-11,800
-10% -$1.56M 0.02% 558
2025
Q2 		$15M Buy
+121,000
New +$13.9M 0.03% 515

Other funds holding WTFC

BlackRock
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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

Adage Capital Partners's WTFC Position: Q2 2026 in Review

Adage Capital Partners reduced its Wintrust Financial (WTFC) stake by 23% in Q2 2026, selling an estimated $4.09M and leaving 90,000 shares worth $14.5M. The position accounts for 0.02% of the portfolio, ranked #613.

Adage Capital Partners first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.3M in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Adage Capital Partners held 90,000 shares of Wintrust Financial worth $14.5M as of Q2 2026.
  • Adage Capital Partners sold 27,200 Wintrust Financial shares in Q2 2026, an estimated $4.09M.
  • Wintrust Financial made up 0.02% of Adage Capital Partners's portfolio in Q2 2026, its #613 holding.
  • Adage Capital Partners first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
  • Adage Capital Partners's Wintrust Financial position peaked at $16.3M in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.