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Albert D. Mason Inc’s Wintrust Financial WTFC Stock Holding History

Albert D. Mason Inc’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
Q1 		$2.04M Buy
14,648
+34
+0.2% +$4.93K 1.32% 21
2025
Q4 		$2.04M Buy
14,614
+5
+0% +$665 1.34% 21
2025
Q3 		$1.93M Buy
14,609
+10,333
+242% +$1.36M 1.26% 25
2025
Q2 		$530K Buy
+4,276
New +$490K 0.38% 93

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Albert D. Mason Inc's WTFC Position: Q1 2026 in Review

Albert D. Mason Inc increased its Wintrust Financial (WTFC) stake by 0.23% in Q1 2026, buying an estimated $4.93K and bringing the position to 14,648 shares worth $2.04M. The position accounts for 1.32% of the portfolio, ranked #21.

Albert D. Mason Inc first reported a position in WTFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Albert D. Mason Inc held 14,648 shares of Wintrust Financial worth $2.04M as of Q1 2026.
  • Albert D. Mason Inc bought 34 Wintrust Financial shares in Q1 2026, an estimated $4.93K.
  • Wintrust Financial made up 1.32% of Albert D. Mason Inc's portfolio in Q1 2026, its #21 holding.
  • Albert D. Mason Inc first reported a position in Wintrust Financial in Q2 2025 and has held it in 4 quarters since.
  • Albert D. Mason Inc's Wintrust Financial position peaked at $2.04M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Albert D. Mason Inc's 13F filing for Q1 2026, filed 15 Apr 2026.