Baker Avenue Asset Management’s Wintrust Financial WTFC Stock Holding History

Baker Avenue Asset Management’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	$396K	Buy	2,464 +413	+20%	+$62.1K	0.01%	587
2026 Q1	$285K	Buy	2,051 +570	+38%	+$82.6K	0.01%	620
2025 Q4	$207K	Buy	+1,481	New	+$197K	﹤0.01%	606
2023 Q4	–	Sell	-72	Closed	-$5.44K	–	1518
2023 Q3	$5.44K	Buy	72 +60	+500%	+$4.72K	﹤0.01%	920
2023 Q2	$871	Buy	+12	New	+$818	﹤0.01%	1226
2023 Q1	–	Sell	-16	Closed	-$1.35K	–	1759
2022 Q4	$1.35K	Buy	+16	New	+$1.41K	﹤0.01%	1020

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Baker Avenue Asset Management's WTFC Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Wintrust Financial (WTFC) stake by 20% in Q2 2026, buying an estimated $62.1K and bringing the position to 2,464 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #587.

Baker Avenue Asset Management first reported a position in WTFC in Q4 2022 and has held it in 6 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Baker Avenue Asset Management held 2,464 shares of Wintrust Financial worth $396K as of Q2 2026.
Baker Avenue Asset Management bought 413 Wintrust Financial shares in Q2 2026, an estimated $62.1K.
Wintrust Financial made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #587 holding.
Baker Avenue Asset Management first reported a position in Wintrust Financial in Q4 2022 and has held it in 6 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.