Advisornet Financial’s Wintrust Financial WTFC Stock Holding History

Advisornet Financial’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	$804	Hold	5	–	–	﹤0.01%	2045
2026 Q1	$695	Buy	5 +4	+400%	+$580	﹤0.01%	2065
2025 Q4	$140	Hold	1	–	–	﹤0.01%	2178
2025 Q3	$132	Hold	1	–	–	﹤0.01%	2178
2025 Q2	$124	Sell	1 -5	-83%	-$573	﹤0.01%	2167
2025 Q1	$675	Buy	6 +2	+50%	+$247	﹤0.01%	1930
2024 Q4	$499	Buy	+4	New	+$494	﹤0.01%	1779
2022 Q1	–	Sell	-1,000	Closed	-$91K	–	2238
2021 Q4	$91K	Hold	1,000	–	–	0.01%	844
2021 Q3	$80K	Hold	1,000	–	–	0.01%	863
2021 Q2	$76K	Hold	1,000	–	–	0.01%	861
2021 Q1	$76K	Hold	1,000	–	–	0.01%	833
2020 Q4	$61K	Hold	1,000	–	–	﹤0.01%	817
2020 Q3	$40K	Hold	1,000	–	–	﹤0.01%	918
2020 Q2	$44K	Hold	1,000	–	–	﹤0.01%	894
2020 Q1	$33K	Hold	1,000	–	–	﹤0.01%	930
2019 Q4	$71K	Sell	1,000 -100	-9%	-$6.66K	0.01%	784
2019 Q3	$71K	Buy	+1,100	New	+$72.9K	0.01%	785

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

Advisornet Financial's WTFC Position: Q2 2026 in Review

Advisornet Financial held its Wintrust Financial (WTFC) position steady in Q2 2026 at 5 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Advisornet Financial first reported a position in WTFC in Q3 2019 and has held it in 17 quarters since. The position peaked at $91K in Q4 2021. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Advisornet Financial held 5 shares of Wintrust Financial worth $804 as of Q2 2026.
Advisornet Financial left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2045 holding.
Advisornet Financial first reported a position in Wintrust Financial in Q3 2019 and has held it in 17 quarters since.
Advisornet Financial's Wintrust Financial position peaked at $91K in Q4 2021.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.