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Atomi Financial Group’s Wintrust Financial WTFC Stock Holding History

Atomi Financial Group’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 		$325K Buy
2,021
+153
+8% +$23K 0.01% 991
2026
Q1 		$260K Buy
1,868
+94
+5% +$13.6K 0.01% 1032
2025
Q4 		$248K Buy
1,774
+253
+17% +$33.6K 0.01% 1037
2025
Q3 		$201K Buy
+1,521
New +$201K 0.01% 1113

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

Atomi Financial Group's WTFC Position: Q2 2026 in Review

Atomi Financial Group increased its Wintrust Financial (WTFC) stake by 8.2% in Q2 2026, buying an estimated $23K and bringing the position to 2,021 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #991.

Atomi Financial Group first reported a position in WTFC in Q3 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Atomi Financial Group held 2,021 shares of Wintrust Financial worth $325K as of Q2 2026.
  • Atomi Financial Group bought 153 Wintrust Financial shares in Q2 2026, an estimated $23K.
  • Wintrust Financial made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #991 holding.
  • Atomi Financial Group first reported a position in Wintrust Financial in Q3 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.