APW
WTFC icon

Allied Private Wealth’s Wintrust Financial WTFC Stock Holding History

Allied Private Wealth’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 		$2.07K Buy
+13
New +$1.96K ﹤0.01% 725

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

Allied Private Wealth's WTFC Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Wintrust Financial (WTFC) in Q2 2026: 13 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings.

597 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Allied Private Wealth held 13 shares of Wintrust Financial worth $2.07K as of Q2 2026.
  • Wintrust Financial was a new Allied Private Wealth position in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #725 holding.
  • 597 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.