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Burnham & Co’s Wintrust Financial WTFC Stock Holding History

Burnham & Co’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 		$22.2K Buy
+138
New +$20.8K 0.02% 150

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

Burnham & Co's WTFC Position: Q2 2026 in Review

Burnham & Co opened a new position in Wintrust Financial (WTFC) in Q2 2026: 138 shares worth $22.2K. The stake represents 0.02% of the portfolio and ranks #150 among its holdings.

589 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Burnham & Co held 138 shares of Wintrust Financial worth $22.2K as of Q2 2026.
  • Wintrust Financial was a new Burnham & Co position in Q2 2026.
  • Wintrust Financial made up 0.02% of Burnham & Co's portfolio in Q2 2026, its #150 holding.
  • 589 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.