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Aigen Investment Management’s Wintrust Financial WTFC Stock Holding History

Aigen Investment 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 		$543K Buy
+3,377
New +$508K 0.15% 187
2020
Q4 		– Sell
-826
Closed -$33K – 1121
2020
Q3 		$33K Buy
+826
New +$35.3K ﹤0.01% 778
2020
Q2 		– Sell
-159
Closed -$5K – 1338
2020
Q1 		$5K Buy
+159
New +$8.82K ﹤0.01% 1171

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

Aigen Investment Management's WTFC Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Wintrust Financial (WTFC) in Q2 2026: 3,377 shares worth $543K. The stake represents 0.15% of the portfolio and ranks #187 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in WTFC as recently as Q3 2020.

Aigen Investment Management first reported a position in WTFC in Q1 2020 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Aigen Investment Management held 3,377 shares of Wintrust Financial worth $543K as of Q2 2026.
  • Wintrust Financial was a new Aigen Investment Management position in Q2 2026.
  • Wintrust Financial made up 0.15% of Aigen Investment Management's portfolio in Q2 2026, its #187 holding.
  • Aigen Investment Management first reported a position in Wintrust Financial in Q1 2020 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.