Bellevue Asset Management’s Wintrust Financial WTFC Stock Holding History

Bellevue Asset Management’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	$2.41K	Buy	+15	New	+$2.26K	﹤0.01%	433

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

Bellevue Asset Management's WTFC Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in Wintrust Financial (WTFC) in Q2 2026: 15 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings.

595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Bellevue Asset Management held 15 shares of Wintrust Financial worth $2.41K as of Q2 2026.
Wintrust Financial was a new Bellevue Asset Management position in Q2 2026.
Wintrust Financial made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #433 holding.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.