Aquatic Capital Management’s Wintrust Financial WTFC Stock Holding History

Aquatic Capital Management’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	$857K	Buy	+5,331	New	+$802K	0.03%	607
2024 Q1	–	Sell	-2,600	Closed	-$241K	–	1704
2023 Q4	$241K	Buy	+2,600	New	+$215K	0.01%	806
2023 Q1	–	Sell	-4,600	Closed	-$389K	–	1812
2022 Q4	$389K	Buy	+4,600	New	+$406K	0.03%	564

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aquatic Capital Management's WTFC Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Wintrust Financial (WTFC) in Q2 2026: 5,331 shares worth $857K. The stake represents 0.03% of the portfolio and ranks #607 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in WTFC as recently as Q4 2023.

Aquatic Capital Management first reported a position in WTFC in Q4 2022 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Aquatic Capital Management held 5,331 shares of Wintrust Financial worth $857K as of Q2 2026.
Wintrust Financial was a new Aquatic Capital Management position in Q2 2026.
Wintrust Financial made up 0.03% of Aquatic Capital Management's portfolio in Q2 2026, its #607 holding.
Aquatic Capital Management first reported a position in Wintrust Financial in Q4 2022 and has held it in 3 quarters since.
600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.