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Blue Trust Inc’s Wintrust Financial WTFC Stock Holding History

Blue Trust Inc’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 		$823K Buy
5,120
+23
+0.5% +$3.46K 0.01% 344
2026
Q1 		$708K Sell
5,097
-33
-0.6% -$4.78K 0.01% 372
2025
Q4 		$717K Sell
5,130
-171
-3% -$22.7K 0.01% 363
2025
Q3 		$702K Buy
5,301
+328
+7% +$43.3K 0.01% 380
2025
Q2 		$617K Sell
4,973
-16
-0.3% -$1.83K 0.01% 386
2025
Q1 		$561K Buy
4,989
+867
+21% +$107K 0.01% 384
2024
Q4 		$514K Buy
4,122
+2,761
+203% +$341K 0.01% 375
2024
Q3 		$134K Sell
1,361
-70
-5% -$7.3K ﹤0.01% 1065
2024
Q2 		$149K Buy
1,431
+180
+14% +$17.6K ﹤0.01% 812
2024
Q1 		$131K Buy
1,251
+225
+22% +$21.7K ﹤0.01% 636
2023
Q4 		$78K Buy
1,026
+202
+25% +$16.7K ﹤0.01% 790
2023
Q3 		$60K Buy
824
+640
+348% +$50.4K ﹤0.01% 791
2023
Q2 		$13K Buy
+184
New +$12.5K ﹤0.01% 1228

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

Blue Trust Inc's WTFC Position: Q2 2026 in Review

Blue Trust Inc increased its Wintrust Financial (WTFC) stake by 0.45% in Q2 2026, buying an estimated $3.46K and bringing the position to 5,120 shares worth $823K. The position accounts for 0.01% of the portfolio, ranked #344.

Blue Trust Inc first reported a position in WTFC in Q2 2023 and has held it in 13 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Blue Trust Inc held 5,120 shares of Wintrust Financial worth $823K as of Q2 2026.
  • Blue Trust Inc bought 23 Wintrust Financial shares in Q2 2026, an estimated $3.46K.
  • Wintrust Financial made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #344 holding.
  • Blue Trust Inc first reported a position in Wintrust Financial in Q2 2023 and has held it in 13 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.