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Brooklyn Investment Group’s Wintrust Financial WTFC Stock Holding History

Brooklyn Investment Group’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
Q1 		$700K Buy
5,041
+3,534
+235% +$512K 0.02% 782
2025
Q4 		$213K Buy
+1,507
New +$200K 0.01% 1318
2025
Q3 		– Sell
-822
Closed -$102K – 2723
2025
Q2 		$102K Sell
822
-100
-11% -$11.5K 0.01% 930
2025
Q1 		$104K Buy
922
+356
+63% +$44K 0.02% 525
2024
Q4 		$70.6K Hold
566
– – 0.02% 445
2024
Q3 		$61.4K Buy
+566
New +$59K 0.02% 443

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brooklyn Investment Group's WTFC Position: Q1 2026 in Review

Brooklyn Investment Group increased its Wintrust Financial (WTFC) stake by 235% in Q1 2026, buying an estimated $512K and bringing the position to 5,041 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #782.

Brooklyn Investment Group first reported a position in WTFC in Q3 2024 and has held it in 6 quarters since. 555 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Brooklyn Investment Group held 5,041 shares of Wintrust Financial worth $700K as of Q1 2026.
  • Brooklyn Investment Group bought 3,534 Wintrust Financial shares in Q1 2026, an estimated $512K.
  • Wintrust Financial made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #782 holding.
  • Brooklyn Investment Group first reported a position in Wintrust Financial in Q3 2024 and has held it in 6 quarters since.
  • 555 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.