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American Trust’s Wintrust Financial WTFC Stock Holding History

American Trust’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 		$212K Sell
1,319
-137
-9% -$20.6K 0.02% 313
2026
Q1 		$202K Sell
1,456
-275
-16% -$39.9K 0.02% 303
2025
Q4 		$242K Sell
1,731
-69
-4% -$9.18K 0.02% 276
2025
Q3 		$238K Sell
1,800
-218
-11% -$28.8K 0.02% 279
2025
Q2 		$250K Buy
+2,018
New +$231K 0.02% 247
2025
Q1 		– Sell
-2,626
Closed -$327K – 314
2024
Q4 		$327K Sell
2,626
-79
-3% -$9.76K 0.02% 218
2024
Q3 		$294K Sell
2,705
-36
-1% -$3.75K 0.02% 187
2024
Q2 		$270K Buy
2,741
+482
+21% +$47.2K 0.02% 187
2024
Q1 		$236K Sell
2,259
-20
-0.9% -$1.93K 0.02% 237
2023
Q4 		$211K Buy
+2,279
New +$188K 0.02% 262
2023
Q3 		– Sell
-3,065
Closed -$223K – 428
2023
Q2 		$223K Sell
3,065
-371
-11% -$25.3K 0.02% 373
2023
Q1 		$251K Sell
3,436
-949
-22% -$81.1K 0.02% 354
2022
Q4 		$371K Sell
4,385
-667
-13% -$58.9K 0.03% 274
2022
Q3 		$405K Sell
5,052
-133
-3% -$11.3K 0.03% 239
2022
Q2 		$416K Buy
5,185
+366
+8% +$31.5K 0.03% 248
2022
Q1 		$448K Sell
4,819
-418
-8% -$40.7K 0.03% 263
2021
Q4 		$476K Buy
+5,237
New +$467K 0.04% 168

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

American Trust's WTFC Position: Q2 2026 in Review

American Trust reduced its Wintrust Financial (WTFC) stake by 9.4% in Q2 2026, selling an estimated $20.6K and leaving 1,319 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #313.

American Trust first reported a position in WTFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $476K in Q4 2021. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • American Trust held 1,319 shares of Wintrust Financial worth $212K as of Q2 2026.
  • American Trust sold 137 Wintrust Financial shares in Q2 2026, an estimated $20.6K.
  • Wintrust Financial made up 0.02% of American Trust's portfolio in Q2 2026, its #313 holding.
  • American Trust first reported a position in Wintrust Financial in Q4 2021 and has held it in 17 quarters since.
  • American Trust's Wintrust Financial position peaked at $476K in Q4 2021.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.