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Bravera Wealth’s Wintrust Financial WTFC Stock Holding History

Bravera 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
-31
Closed -$4.31K – 416
2026
Q1 		$4.31K Hold
31
– – ﹤0.01% 348
2025
Q4 		$4.33K Buy
+31
New +$4.12K ﹤0.01% 377

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Bravera Wealth's WTFC Position: Q2 2026 in Review

Bravera Wealth sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 31 shares — an estimated $4.31K sold.

Bravera Wealth first reported a position in WTFC in Q4 2025 and held it in 2 quarters. The position peaked at $4.33K in Q4 2025. 131 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Bravera Wealth reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Bravera Wealth sold 31 Wintrust Financial shares in Q2 2026, an estimated $4.31K.
  • Bravera Wealth first reported a position in Wintrust Financial in Q4 2025 and held it in 2 quarters.
  • Bravera Wealth's Wintrust Financial position peaked at $4.33K in Q4 2025.
  • 131 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.