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Beverly Hills Private Wealth’s Wintrust Financial WTFC Stock Holding History

Beverly Hills Private 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 		– Sell
-1,917
Closed -$266K – 367
2026
Q1 		$266K Sell
1,917
-76
-4% -$11K 0.04% 288
2025
Q4 		$279K Sell
1,993
-37
-2% -$4.92K 0.05% 272
2025
Q3 		$269K Sell
2,030
-72
-3% -$9.51K 0.05% 287
2025
Q2 		$261K Sell
2,102
-188
-8% -$21.6K 0.05% 290
2025
Q1 		$258K Buy
2,290
+223
+11% +$27.6K 0.05% 295
2024
Q4 		$258K Buy
+2,067
New +$255K 0.05% 287

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

Beverly Hills Private Wealth's WTFC Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 1,917 shares — an estimated $266K sold.

Beverly Hills Private Wealth first reported a position in WTFC in Q4 2024 and held it in 6 quarters. The position peaked at $279K in Q4 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,917 Wintrust Financial shares in Q2 2026, an estimated $266K.
  • Beverly Hills Private Wealth first reported a position in Wintrust Financial in Q4 2024 and held it in 6 quarters.
  • Beverly Hills Private Wealth's Wintrust Financial position peaked at $279K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.