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Ancora Advisors’s Wintrust Financial WTFC Stock Holding History

Ancora Advisors’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 		$8.36K Sell
52
-293
-85% -$44.1K ﹤0.01% 1523
2026
Q1 		$47.9K Buy
345
+43
+14% +$6.23K ﹤0.01% 1158
2025
Q4 		$42.2K Buy
302
+207
+218% +$27.5K ﹤0.01% 1204
2025
Q3 		$12.6K Hold
95
– – ﹤0.01% 1345
2025
Q2 		$11.8K Buy
+95
New +$10.9K ﹤0.01% 1340

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

Ancora Advisors's WTFC Position: Q2 2026 in Review

Ancora Advisors reduced its Wintrust Financial (WTFC) stake by 85% in Q2 2026, selling an estimated $44.1K and leaving 52 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Ancora Advisors first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $47.9K in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Ancora Advisors held 52 shares of Wintrust Financial worth $8.36K as of Q2 2026.
  • Ancora Advisors sold 293 Wintrust Financial shares in Q2 2026, an estimated $44.1K.
  • Wintrust Financial made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1523 holding.
  • Ancora Advisors first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
  • Ancora Advisors's Wintrust Financial position peaked at $47.9K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.