Burney Company’s Wintrust Financial WTFC Stock Holding History

Burney Company’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	$7.07M	Buy	43,959 +2,815	+7%	+$424K	0.19%	89
2026 Q1	$5.72M	Buy	41,144 +38,560	+1,492%	+$5.59M	0.18%	108
2025 Q4	$361K	Buy	2,584 +264	+11%	+$35.1K	0.01%	499
2025 Q3	$307K	Hold	2,320	–	–	0.01%	500
2025 Q2	$288K	Buy	+2,320	New	+$266K	0.01%	499
2022 Q1	–	Sell	-2,250	Closed	-$204K	–	609
2021 Q4	$204K	Sell	2,250 -1,450	-39%	-$129K	0.01%	569
2021 Q3	$297K	Sell	3,700 -200	-5%	-$14.8K	0.01%	481
2021 Q2	$295K	Sell	3,900 -35	-0.9%	-$2.73K	0.01%	498
2021 Q1	$298K	Buy	+3,935	New	+$281K	0.01%	476

Other funds holding WTFC

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

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company's WTFC Position: Q2 2026 in Review

Burney Company increased its Wintrust Financial (WTFC) stake by 6.8% in Q2 2026, buying an estimated $424K and bringing the position to 43,959 shares worth $7.07M. The position accounts for 0.19% of the portfolio, ranked #89.

Burney Company first reported a position in WTFC in Q1 2021 and has held it in 9 quarters since. 59 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Burney Company held 43,959 shares of Wintrust Financial worth $7.07M as of Q2 2026.
Burney Company bought 2,815 Wintrust Financial shares in Q2 2026, an estimated $424K.
Wintrust Financial made up 0.19% of Burney Company's portfolio in Q2 2026, its #89 holding.
Burney Company first reported a position in Wintrust Financial in Q1 2021 and has held it in 9 quarters since.
59 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.