Ameritas Advisory Services’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.8K Sell
67
-4,509
-99% -$678K ﹤0.01% 1463
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

Ameritas Advisory Services's WTFC Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Wintrust Financial (WTFC) stake by 99% in Q2 2026, selling an estimated $678K and leaving 67 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Ameritas Advisory Services first reported a position in WTFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $636K in Q1 2026. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Ameritas Advisory Services held 67 shares of Wintrust Financial worth $10.8K as of Q2 2026.
  • Ameritas Advisory Services sold 4,509 Wintrust Financial shares in Q2 2026, an estimated $678K.
  • Wintrust Financial made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1463 holding.
  • Ameritas Advisory Services first reported a position in Wintrust Financial in Q2 2025 and has held it in 4 quarters since.
  • Ameritas Advisory Services's Wintrust Financial position peaked at $636K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.