AssetMark Inc
WTFC icon

AssetMark Inc’s Wintrust Financial WTFC Stock Holding History

AssetMark Inc’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 		$2.2M Sell
15,524
-2,587
-14% -$403K ﹤0.01% 922
2026
Q2 		$2.91M Buy
18,111
+505
+3% +$76K 0.01% 869
2026
Q1 		$2.45M Sell
17,606
-469
-3% -$68K 0.01% 836
2025
Q4 		$2.53M Sell
18,075
-1,241
-6% -$165K 0.01% 799
2025
Q3 		$2.56M Buy
19,316
+674
+4% +$89K 0.01% 755
2025
Q2 		$2.31M Buy
18,642
+405
+2% +$46.5K 0.01% 734
2025
Q1 		$2.05M Buy
18,237
+467
+3% +$57.7K 0.01% 717
2024
Q4 		$2.22M Buy
17,770
+1,057
+6% +$131K 0.01% 690
2024
Q3 		$1.81M Buy
16,713
+1,693
+11% +$177K 0.01% 670
2024
Q2 		$1.48M Buy
15,020
+2,718
+22% +$266K ﹤0.01% 682
2024
Q1 		$1.28M Buy
12,302
+10,196
+484% +$984K ﹤0.01% 674
2023
Q4 		$195K Buy
2,106
+2,105
+210,500% +$174K ﹤0.01% 921
2023
Q3 		$76 Buy
+1
New +$79 ﹤0.01% 1715
2023
Q2 		– Sell
-7
Closed -$511 – 1692
2023
Q1 		$511 Buy
+7
New +$599 ﹤0.01% 1492
2019
Q3 		– Sell
-19
Closed -$1K – 1443
2019
Q2 		$1K Buy
+19
New +$1.39K ﹤0.01% 1291
2019
Q1 		– Sell
-23
Closed -$2K – 1524
2018
Q4 		$2K Buy
+23
New +$1.75K ﹤0.01% 1242
2018
Q1 		– Sell
-109
Closed -$9K – 2038
2017
Q4 		$9K Buy
+109
New +$8.78K ﹤0.01% 1139
2017
Q3 		– Sell
-110
Closed -$8K – 1630
2017
Q2 		$8K Buy
+110
New +$7.88K ﹤0.01% 1058
2016
Q1 		– Sell
-8
Closed – – 1430
2015
Q4 		$0 Buy
8
+7
+700% +$357 ﹤0.01% 1492
2015
Q3 		$0 Buy
+1
New +$53 ﹤0.01% 861

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $733M AUM 28.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc's WTFC Position: Q3 2026 in Review

AssetMark Inc reduced its Wintrust Financial (WTFC) stake by 14% in Q3 2026, selling an estimated $403K and leaving 15,524 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #922.

AssetMark Inc first reported a position in WTFC in Q3 2015 and has held it in 20 quarters since. The position peaked at $2.91M in Q2 2026. 217 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • AssetMark Inc held 15,524 shares of Wintrust Financial worth $2.2M as of Q3 2026.
  • AssetMark Inc sold 2,587 Wintrust Financial shares in Q3 2026, an estimated $403K.
  • Wintrust Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #922 holding.
  • AssetMark Inc first reported a position in Wintrust Financial in Q3 2015 and has held it in 20 quarters since.
  • AssetMark Inc's Wintrust Financial position peaked at $2.91M in Q2 2026.
  • 217 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.