Bank of Nova Scotia
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Bank of Nova Scotia’s Wintrust Financial WTFC Stock Holding History

Bank of Nova Scotia’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 		$16.8M Buy
+104,401
New +$15.7M 0.03% 386
2026
Q1 		– Sell
-172,100
Closed -$24.1M – 1215
2025
Q4 		$24.1M Buy
+172,100
New +$22.9M 0.04% 313
2023
Q2 		– Sell
-53,639
Closed -$3.91M – 1174
2023
Q1 		$3.91M Buy
53,639
+26,625
+99% +$2.28M 0.01% 416
2022
Q4 		$2.28M Sell
27,014
-144,000
-84% -$12.7M 0.01% 613
2022
Q3 		$13.9M Buy
171,014
+74,740
+78% +$6.35M 0.04% 267
2022
Q2 		$7.72M Buy
96,274
+65,453
+212% +$5.64M 0.02% 414
2022
Q1 		$2.86M Buy
+30,821
New +$3M ﹤0.01% 735
2021
Q4 		– Sell
-27,800
Closed -$2.23M – 1318
2021
Q3 		$2.23M Sell
27,800
-13,400
-33% -$990K ﹤0.01% 839
2021
Q2 		$3.12M Buy
41,200
+21,600
+110% +$1.69M 0.01% 702
2021
Q1 		$1.49M Buy
+19,600
New +$1.4M ﹤0.01% 809
2019
Q4 		– Sell
-36,407
Closed -$2.35M – 996
2019
Q3 		$2.35M Buy
+36,407
New +$2.41M 0.01% 642
2019
Q1 		– Sell
-23,600
Closed -$1.57M – 936
2018
Q4 		$1.57M Buy
+23,600
New +$1.79M 0.01% 648

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

Bank of Nova Scotia's WTFC Position: Q2 2026 in Review

Bank of Nova Scotia opened a new position in Wintrust Financial (WTFC) in Q2 2026: 104,401 shares worth $16.8M. The stake represents 0.03% of the portfolio and ranks #386 among its holdings. This is a return to the name: Bank of Nova Scotia previously reported a position in WTFC as recently as Q4 2025.

Bank of Nova Scotia first reported a position in WTFC in Q4 2018 and has held it in 12 quarters since. The position peaked at $24.1M in Q4 2025. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Bank of Nova Scotia held 104,401 shares of Wintrust Financial worth $16.8M as of Q2 2026.
  • Wintrust Financial was a new Bank of Nova Scotia position in Q2 2026.
  • Wintrust Financial made up 0.03% of Bank of Nova Scotia's portfolio in Q2 2026, its #386 holding.
  • Bank of Nova Scotia first reported a position in Wintrust Financial in Q4 2018 and has held it in 12 quarters since.
  • Bank of Nova Scotia's Wintrust Financial position peaked at $24.1M in Q4 2025.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Bank of Nova Scotia's 13F filing for Q2 2026, filed 12 Aug 2026.