Avantax Advisory Services’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WTFC
Avantax Advisory Services's WTFC Position: Q2 2025 in Review
Avantax Advisory Services increased its Wintrust Financial (WTFC) stake by 24% in Q2 2025, buying an estimated $189K and bringing the position to 8,418 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1148.
Avantax Advisory Services first reported a position in WTFC in Q2 2024 and has held it in 5 quarters since. 470 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.
- Avantax Advisory Services held 8,418 shares of Wintrust Financial worth $1.04M as of Q2 2025.
- Avantax Advisory Services bought 1,646 Wintrust Financial shares in Q2 2025, an estimated $189K.
- Wintrust Financial made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1148 holding.
- Avantax Advisory Services first reported a position in Wintrust Financial in Q2 2024 and has held it in 5 quarters since.
- 470 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.