Bell Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Bell Investment 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	$18.6K	Hold	116	–	–	﹤0.01%	493
2026 Q1	$16.1K	Sell	116 -50	-30%	-$7.25K	﹤0.01%	514
2025 Q4	$23.2K	Buy	166 +62	+60%	+$8.24K	﹤0.01%	404
2025 Q3	$13.8K	Hold	104	–	–	﹤0.01%	529
2025 Q2	$12.9K	Hold	104	–	–	﹤0.01%	577
2025 Q1	$11.7K	Hold	104	–	–	﹤0.01%	543
2024 Q4	$13K	Hold	104	–	–	﹤0.01%	507
2024 Q3	$11.3K	Hold	104	–	–	﹤0.01%	571
2024 Q2	$10.3K	Hold	104	–	–	﹤0.01%	601
2024 Q1	$10.9K	Hold	104	–	–	﹤0.01%	557
2023 Q4	$9.65K	Hold	104	–	–	﹤0.01%	576
2023 Q3	$7.85K	Hold	104	–	–	﹤0.01%	597
2023 Q2	$7.55K	Hold	104	–	–	﹤0.01%	620
2023 Q1	$7.59K	Sell	104 -4	-4%	-$342	﹤0.01%	584
2022 Q4	$9.13K	Hold	108	–	–	﹤0.01%	521
2022 Q3	$9K	Hold	108	–	–	﹤0.01%	459
2022 Q2	$9K	Buy	+108	New	+$9.3K	﹤0.01%	476
2021 Q4	$10K	Hold	108	–	–	﹤0.01%	505
2021 Q3	$9K	Buy	+108	New	+$7.97K	﹤0.01%	499

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

Bell Investment Advisors's WTFC Position: Q2 2026 in Review

Bell Investment Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 116 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Bell Investment Advisors first reported a position in WTFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $23.2K in Q4 2025. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Bell Investment Advisors held 116 shares of Wintrust Financial worth $18.6K as of Q2 2026.
Bell Investment Advisors left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #493 holding.
Bell Investment Advisors first reported a position in Wintrust Financial in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Wintrust Financial position peaked at $23.2K in Q4 2025.
600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.