Balyasny Asset Management
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Balyasny Asset Management’s Wintrust Financial WTFC Stock Holding History

Balyasny 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
2021
Q2 		– Sell
-280,100
Closed -$21.2M – 2405
2021
Q1 		$21.2M Buy
+280,100
New +$20M 0.1% 265

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

Balyasny Asset Management's WTFC Position: Q1 2026 in Review

Balyasny Asset Management reduced its Wintrust Financial (WTFC) stake by 98% in Q1 2026, selling an estimated $36.2M and leaving 4,312 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Balyasny Asset Management first reported a position in WTFC in Q1 2015 and has held it in 30 quarters since. The position peaked at $40.5M in Q4 2021. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Balyasny Asset Management held 4,312 shares of Wintrust Financial worth $599K as of Q1 2026.
  • Balyasny Asset Management sold 250,017 Wintrust Financial shares in Q1 2026, an estimated $36.2M.
  • Wintrust Financial made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2284 holding.
  • Balyasny Asset Management first reported a position in Wintrust Financial in Q1 2015 and has held it in 30 quarters since.
  • Balyasny Asset Management's Wintrust Financial position peaked at $40.5M in Q4 2021.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.