BPA
WTFC icon

Beacon Pointe Advisors’s Wintrust Financial WTFC Stock Holding History

Beacon Pointe Advisors’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 		$456K Sell
2,837
-1,329
-32% -$200K ﹤0.01% 1382
2026
Q1 		$579K Buy
4,166
+2,083
+100% +$302K ﹤0.01% 1231
2025
Q4 		$291K Buy
+2,083
New +$277K ﹤0.01% 1273

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

Beacon Pointe Advisors's WTFC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Wintrust Financial (WTFC) stake by 32% in Q2 2026, selling an estimated $200K and leaving 2,837 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Beacon Pointe Advisors first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $579K in Q1 2026. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Beacon Pointe Advisors held 2,837 shares of Wintrust Financial worth $456K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,329 Wintrust Financial shares in Q2 2026, an estimated $200K.
  • Wintrust Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1382 holding.
  • Beacon Pointe Advisors first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Wintrust Financial position peaked at $579K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.