Barrow, Hanley, Mewhinney & Strauss’s Wintrust Financial WTFC Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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	$35.7K	Buy	222 +49	+28%	+$7.37K	﹤0.01%	169
2026 Q1	$24K	Hold	173	–	–	﹤0.01%	174
2025 Q4	$24.2K	Hold	173	–	–	﹤0.01%	165
2025 Q3	$22.9K	Hold	173	–	–	﹤0.01%	165
2025 Q2	$21.4K	Hold	173	–	–	﹤0.01%	156
2025 Q1	$19.5K	Sell	173 -30	-15%	-$3.71K	﹤0.01%	165
2024 Q4	$25.3K	Hold	203	–	–	﹤0.01%	154
2024 Q3	$22K	Buy	+203	New	+$21.2K	﹤0.01%	160
2015 Q4	–	Sell	-62,722	Closed	-$3.35M	–	334
2015 Q3	$3.35M	Hold	62,722	–	–	0.01%	188
2015 Q2	$3.35M	Buy	62,722 +3,217	+5%	+$162K	﹤0.01%	203
2015 Q1	$2.84M	Buy	+59,505	New	+$2.75M	﹤0.01%	204

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

Barrow, Hanley, Mewhinney & Strauss's WTFC Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss increased its Wintrust Financial (WTFC) stake by 28% in Q2 2026, buying an estimated $7.37K and bringing the position to 222 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Barrow, Hanley, Mewhinney & Strauss first reported a position in WTFC in Q1 2015 and has held it in 11 quarters since. The position peaked at $3.35M in Q3 2015. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Barrow, Hanley, Mewhinney & Strauss held 222 shares of Wintrust Financial worth $35.7K as of Q2 2026.
Barrow, Hanley, Mewhinney & Strauss bought 49 Wintrust Financial shares in Q2 2026, an estimated $7.37K.
Wintrust Financial made up ﹤0.01% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #169 holding.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Wintrust Financial in Q1 2015 and has held it in 11 quarters since.
Barrow, Hanley, Mewhinney & Strauss's Wintrust Financial position peaked at $3.35M in Q3 2015.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.