Ameritas Advisory Services’s Wintrust Financial WTFC Stock Holding History

Ameritas Advisory Services’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	$636K	Buy	4,576 +655	+17%	+$94.9K	0.02%	501
2025 Q4	$548K	Buy	+3,921	New	+$521K	0.02%	531
2025 Q3	–	Sell	-59	Closed	-$7.32K	–	2948
2025 Q2	$7.32K	Buy	+59	New	+$6.77K	﹤0.01%	2125

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's WTFC Position: Q1 2026 in Review

Ameritas Advisory Services increased its Wintrust Financial (WTFC) stake by 17% in Q1 2026, buying an estimated $94.9K and bringing the position to 4,576 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #501.

Ameritas Advisory Services first reported a position in WTFC in Q2 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Ameritas Advisory Services held 4,576 shares of Wintrust Financial worth $636K as of Q1 2026.
Ameritas Advisory Services bought 655 Wintrust Financial shares in Q1 2026, an estimated $94.9K.
Wintrust Financial made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #501 holding.
Ameritas Advisory Services first reported a position in Wintrust Financial in Q2 2025 and has held it in 3 quarters since.
553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.