Advisors Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.85M | Buy |
11,484
+1,224
| +12% | +$184K | 0.03% | 633 |
|
|
2026
Q1 | $1.43M | Buy |
10,260
+1,574
| +18% | +$228K | 0.02% | 696 |
|
|
2025
Q4 | $1.21M | Buy |
8,686
+4,529
| +109% | +$602K | 0.02% | 741 |
|
|
2025
Q3 | $551K | Buy |
4,157
+1,311
| +46% | +$173K | 0.01% | 956 |
|
|
2025
Q2 | $353K | Buy |
2,846
+2,610
| +1,106% | +$299K | 0.01% | 1018 |
|
|
2025
Q1 | $26.5K | Buy |
+236
| New | +$29.2K | ﹤0.01% | 1340 |
|
|
2021
Q1 | – | Sell |
-1,485
| Closed | -$91K | – | 1537 |
|
|
2020
Q4 | $91K | Sell |
1,485
-2,174
| -59% | -$117K | ﹤0.01% | 1370 |
|
|
2020
Q3 | $147K | Sell |
3,659
-1,336
| -27% | -$57.2K | ﹤0.01% | 1245 |
|
|
2020
Q2 | $218K | Sell |
4,995
-4,246
| -46% | -$170K | ﹤0.01% | 1149 |
|
|
2020
Q1 | $304K | Sell |
9,241
-3,908
| -30% | -$217K | 0.01% | 992 |
|
|
2019
Q4 | $932K | Sell |
13,149
-3,199
| -20% | -$213K | 0.02% | 783 |
|
|
2019
Q3 | $1.06M | Sell |
16,348
-3,774
| -19% | -$250K | 0.02% | 738 |
|
|
2019
Q2 | $1.47M | Sell |
20,122
-2,913
| -13% | -$213K | 0.03% | 663 |
|
|
2019
Q1 | $1.55M | Buy |
23,035
+2,046
| +10% | +$146K | 0.03% | 641 |
|
|
2018
Q4 | $1.4M | Buy |
20,989
+2,218
| +12% | +$169K | 0.03% | 649 |
|
|
2018
Q3 | $1.59M | Buy |
18,771
+1,431
| +8% | +$127K | 0.03% | 682 |
|
|
2018
Q2 | $1.51M | Buy |
17,340
+4,384
| +34% | +$402K | 0.03% | 692 |
|
|
2018
Q1 | $1.09M | Buy |
12,956
+4,385
| +51% | +$378K | 0.02% | 812 |
|
|
2017
Q4 | $706K | Buy |
8,571
+4,007
| +88% | +$323K | 0.01% | 979 |
|
|
2017
Q3 | $357K | Buy |
4,564
+2,985
| +189% | +$222K | 0.01% | 1145 |
|
|
2017
Q2 | $121K | Buy |
+1,579
| New | +$113K | ﹤0.01% | 1351 |
|
|
2016
Q4 | – | Sell |
-1,244
| Closed | -$69K | – | 1863 |
|
|
2016
Q3 | $69K | Sell |
1,244
-2,228
| -64% | -$120K | ﹤0.01% | 1589 |
|
|
2016
Q2 | $177K | Sell |
3,472
-218
| -6% | -$10.9K | ﹤0.01% | 1373 |
|
|
2016
Q1 | $164K | Sell |
3,690
-211
| -5% | -$9.04K | ﹤0.01% | 1346 |
|
|
2015
Q4 | $189K | Buy |
3,901
+364
| +10% | +$18.6K | ﹤0.01% | 1405 |
|
|
2015
Q3 | $189K | Buy |
3,537
+1,521
| +75% | +$80.4K | ﹤0.01% | 1391 |
|
|
2015
Q2 | $108K | Buy |
+2,016
| New | +$102K | ﹤0.01% | 1528 |
|
|
2014
Q2 | – | Sell |
-699
| Closed | -$34K | – | 1802 |
|
|
2014
Q1 | $34K | Sell |
699
-754
| -52% | -$34.7K | ﹤0.01% | 1695 |
|
|
2013
Q4 | $67K | Sell |
1,453
-98
| -6% | -$4.33K | ﹤0.01% | 1537 |
|
|
2013
Q3 | $64K | Sell |
1,551
-131
| -8% | -$5.33K | ﹤0.01% | 1523 |
|
|
2013
Q2 | $64K | Buy |
+1,682
| New | +$61.9K | ﹤0.01% | 1452 |
|
Other funds holding WTFC
Advisors Asset Management's WTFC Position: Q2 2026 in Review
Advisors Asset Management increased its Wintrust Financial (WTFC) stake by 12% in Q2 2026, buying an estimated $184K and bringing the position to 11,484 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #633.
Advisors Asset Management first reported a position in WTFC in Q2 2013 and has held it in 31 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.
- Advisors Asset Management held 11,484 shares of Wintrust Financial worth $1.85M as of Q2 2026.
- Advisors Asset Management bought 1,224 Wintrust Financial shares in Q2 2026, an estimated $184K.
- Wintrust Financial made up 0.03% of Advisors Asset Management's portfolio in Q2 2026, its #633 holding.
- Advisors Asset Management first reported a position in Wintrust Financial in Q2 2013 and has held it in 31 quarters since.
- 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.