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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
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

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

Ashton Thomas Private Wealth's WTFC Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in Wintrust Financial (WTFC) in Q2 2026: 1,510 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #1074 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in WTFC as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in WTFC in Q2 2024 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Ashton Thomas Private Wealth held 1,510 shares of Wintrust Financial worth $243K as of Q2 2026.
  • Wintrust Financial was a new Ashton Thomas Private Wealth position in Q2 2026.
  • Wintrust Financial made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1074 holding.
  • Ashton Thomas Private Wealth first reported a position in Wintrust Financial in Q2 2024 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.