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Atria Investments’s Wintrust Financial WTFC Stock Holding History

Atria Investments’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
Q1 		$1.45M Sell
10,438
-78
-0.7% -$11.3K 0.02% 861
2025
Q4 		$1.47M Buy
10,516
+24
+0.2% +$3.19K 0.02% 870
2025
Q3 		$1.39M Sell
10,492
-1,308
-11% -$173K 0.02% 888
2025
Q2 		$1.46M Buy
11,800
+2,751
+30% +$316K 0.02% 861
2025
Q1 		$1.02M Sell
9,049
-1,877
-17% -$232K 0.01% 985
2024
Q4 		$1.36M Buy
10,926
+2,804
+35% +$346K 0.02% 837
2024
Q3 		$881K Buy
8,122
+402
+5% +$41.9K 0.01% 1034
2024
Q2 		$761K Buy
+7,720
New +$756K 0.01% 1083
2018
Q4 		– Sell
-2,448
Closed -$208K – 1021
2018
Q3 		$208K Buy
2,448
+107
+5% +$9.53K 0.01% 928
2018
Q2 		$204K Buy
+2,341
New +$215K 0.01% 910

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's WTFC Position: Q1 2026 in Review

Atria Investments reduced its Wintrust Financial (WTFC) stake by 0.74% in Q1 2026, selling an estimated $11.3K and leaving 10,438 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #861.

Atria Investments first reported a position in WTFC in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Atria Investments held 10,438 shares of Wintrust Financial worth $1.45M as of Q1 2026.
  • Atria Investments sold 78 Wintrust Financial shares in Q1 2026, an estimated $11.3K.
  • Wintrust Financial made up 0.02% of Atria Investments's portfolio in Q1 2026, its #861 holding.
  • Atria Investments first reported a position in Wintrust Financial in Q2 2018 and has held it in 10 quarters since.
  • Atria Investments's Wintrust Financial position peaked at $1.47M in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.