Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s Wintrust Financial WTFC Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		$314K Buy
2,215
+705
+47% +$110K 0.01% 981
2026
Q2 		$243K Buy
+1,510
New +$227K 0.01% 1074
2024
Q3 		– Sell
-155
Closed -$15.3K – 1860
2024
Q2 		$15.3K Buy
+155
New +$15.2K ﹤0.01% 1222

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Ashton Thomas Private Wealth's WTFC Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Wintrust Financial (WTFC) stake by 47% in Q3 2026, buying an estimated $110K and bringing the position to 2,215 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #981.

Ashton Thomas Private Wealth first reported a position in WTFC in Q2 2024 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Ashton Thomas Private Wealth held 2,215 shares of Wintrust Financial worth $314K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 705 Wintrust Financial shares in Q3 2026, an estimated $110K.
  • Wintrust Financial made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #981 holding.
  • Ashton Thomas Private Wealth first reported a position in Wintrust Financial in Q2 2024 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.