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Brinker Capital Investments’s Wintrust Financial WTFC Stock Holding History

Brinker Capital Investments’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 		$5.88M Sell
36,611
-60
-0.2% -$9.03K 0.05% 345
2026
Q1 		$5.1M Sell
36,671
-3,412
-9% -$495K 0.04% 355
2025
Q4 		$5.6M Buy
40,083
+7,442
+23% +$990K 0.04% 391
2025
Q3 		$4.32M Buy
32,641
+509
+2% +$67.2K 0.03% 478
2025
Q2 		$3.98M Sell
32,132
-6
-0% -$688 0.03% 474
2025
Q1 		$3.61M Buy
32,138
+906
+3% +$112K 0.04% 457
2024
Q4 		$3.89M Sell
31,232
-2,770
-8% -$342K 0.04% 400
2024
Q3 		$3.69M Sell
34,002
-1,100
-3% -$115K 0.04% 427
2024
Q2 		$3.46M Sell
35,102
-1,405
-4% -$138K 0.04% 419
2024
Q1 		$3.81M Buy
36,507
+15,028
+70% +$1.45M 0.04% 399
2023
Q4 		$2.01M Sell
21,479
-1,502
-7% -$124K 0.02% 627
2023
Q3 		$1.74M Sell
22,981
-3,235
-12% -$255K 0.02% 681
2023
Q2 		$1.9M Buy
26,216
+6,603
+34% +$450K 0.02% 677
2023
Q1 		$1.43M Buy
19,613
+15,106
+335% +$1.29M 0.02% 730
2022
Q4 		$381K Sell
4,507
-55
-1% -$4.86K 0.01% 1068
2022
Q3 		$372K Sell
4,562
-96
-2% -$8.15K 0.01% 1040
2022
Q2 		$373K Buy
4,658
+14
+0.3% +$1.21K 0.01% 1077
2022
Q1 		$432K Sell
4,644
-13
-0.3% -$1.27K 0.01% 1102
2021
Q4 		$423K Sell
4,657
-4,238
-48% -$378K 0.01% 1127
2021
Q3 		$673K Hold
8,895
– – 0.01% 890
2021
Q2 		$673K Sell
8,895
-3,133
-26% -$245K 0.01% 945
2021
Q1 		$912K Sell
12,028
-7,294
-38% -$521K 0.01% 729
2020
Q4 		$1.18M Buy
19,322
+9,637
+100% +$518K 0.02% 656
2020
Q3 		$388K Buy
+9,685
New +$414K 0.01% 960

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

Brinker Capital Investments's WTFC Position: Q2 2026 in Review

Brinker Capital Investments reduced its Wintrust Financial (WTFC) stake by 0.16% in Q2 2026, selling an estimated $9.03K and leaving 36,611 shares worth $5.88M. The position accounts for 0.05% of the portfolio, ranked #345.

Brinker Capital Investments first reported a position in WTFC in Q3 2020 and has held it in 24 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Brinker Capital Investments held 36,611 shares of Wintrust Financial worth $5.88M as of Q2 2026.
  • Brinker Capital Investments sold 60 Wintrust Financial shares in Q2 2026, an estimated $9.03K.
  • Wintrust Financial made up 0.05% of Brinker Capital Investments's portfolio in Q2 2026, its #345 holding.
  • Brinker Capital Investments first reported a position in Wintrust Financial in Q3 2020 and has held it in 24 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.