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Blueshift Asset Management’s Wintrust Financial WTFC Stock Holding History

Blueshift 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 		– Sell
-3,410
Closed -$474K – 773
2026
Q1 		$474K Buy
+3,410
New +$494K 0.14% 214
2022
Q2 		– Sell
-3,358
Closed -$312K – 1038
2022
Q1 		$312K Buy
+3,358
New +$327K 0.03% 601
2021
Q2 		– Sell
-2,713
Closed -$206K – 1203
2021
Q1 		$206K Buy
+2,713
New +$194K 0.02% 771

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

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

Blueshift Asset Management sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 3,410 shares — an estimated $474K sold.

Blueshift Asset Management first reported a position in WTFC in Q1 2021 and held it in 3 quarters. The position peaked at $474K in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Blueshift Asset Management reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Blueshift Asset Management sold 3,410 Wintrust Financial shares in Q2 2026, an estimated $474K.
  • Blueshift Asset Management first reported a position in Wintrust Financial in Q1 2021 and held it in 3 quarters.
  • Blueshift Asset Management's Wintrust Financial position peaked at $474K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.