Blue Water Asset Management’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$263K Buy
1,636
+5
+0.3% +$752 0.08% 104
2026
Q1
$227K Buy
1,631
+8
+0.5% +$1.16K 0.08% 99
2025
Q4
$227K Buy
+1,623
New +$216K 0.08% 99

Other funds holding WTFC

Blue Water Asset Management's WTFC Position: Q2 2026 in Review

Blue Water Asset Management increased its Wintrust Financial (WTFC) stake by 0.31% in Q2 2026, buying an estimated $752 and bringing the position to 1,636 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #104.

Blue Water Asset Management first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Blue Water Asset Management held 1,636 shares of Wintrust Financial worth $263K as of Q2 2026.
  • Blue Water Asset Management bought 5 Wintrust Financial shares in Q2 2026, an estimated $752.
  • Wintrust Financial made up 0.08% of Blue Water Asset Management's portfolio in Q2 2026, its #104 holding.
  • Blue Water Asset Management first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Blue Water Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.