Basepoint Wealth’s Wintrust Financial WTFC Stock Holding History

Basepoint Wealth’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	$21.9K	Hold	136	–	–	0.01%	313
2026 Q1	$18.9K	Buy	136 +3	+2%	+$435	0.01%	338
2025 Q4	$18.6K	Buy	+133	New	+$17.7K	0.01%	334

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 $3.38T AUM 44.17% 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

Basepoint Wealth's WTFC Position: Q2 2026 in Review

Basepoint Wealth held its Wintrust Financial (WTFC) position steady in Q2 2026 at 136 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #313.

Basepoint Wealth first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Basepoint Wealth held 136 shares of Wintrust Financial worth $21.9K as of Q2 2026.
Basepoint Wealth left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #313 holding.
Basepoint Wealth first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.