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Aptus Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Aptus Capital 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 		$14.3M Buy
88,690
+557
+0.6% +$83.8K 0.1% 175
2026
Q1 		$12.2M Buy
88,133
+903
+1% +$131K 0.1% 185
2025
Q4 		$12.2M Buy
87,230
+378
+0.4% +$50.3K 0.09% 189
2025
Q3 		$11.5M Buy
86,852
+11,420
+15% +$1.51M 0.08% 192
2025
Q2 		$9.35M Buy
75,432
+6,577
+10% +$754K 0.08% 199
2025
Q1 		$7.74M Buy
68,855
+7,759
+13% +$959K 0.08% 212
2024
Q4 		$7.62M Buy
+61,096
New +$7.55M 0.08% 209

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

Aptus Capital Advisors's WTFC Position: Q2 2026 in Review

Aptus Capital Advisors increased its Wintrust Financial (WTFC) stake by 0.63% in Q2 2026, buying an estimated $83.8K and bringing the position to 88,690 shares worth $14.3M. The position accounts for 0.1% of the portfolio, ranked #175.

Aptus Capital Advisors first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Aptus Capital Advisors held 88,690 shares of Wintrust Financial worth $14.3M as of Q2 2026.
  • Aptus Capital Advisors bought 557 Wintrust Financial shares in Q2 2026, an estimated $83.8K.
  • Wintrust Financial made up 0.1% of Aptus Capital Advisors's portfolio in Q2 2026, its #175 holding.
  • Aptus Capital Advisors first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.