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Callan Family Office’s Wintrust Financial WTFC Stock Holding History

Callan Family Office’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 		$505K Buy
3,140
+150
+5% +$22.6K 0.01% 810
2026
Q1 		$415K Sell
2,990
-630
-17% -$91.3K 0.01% 830
2025
Q4 		$506K Buy
3,620
+552
+18% +$73.4K 0.01% 783
2025
Q3 		$406K Sell
3,068
-232
-7% -$30.6K 0.01% 607
2025
Q2 		$409K Buy
+3,300
New +$379K 0.01% 670

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 $3.38T AUM 44.17% 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

Callan Family Office's WTFC Position: Q2 2026 in Review

Callan Family Office increased its Wintrust Financial (WTFC) stake by 5% in Q2 2026, buying an estimated $22.6K and bringing the position to 3,140 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #810.

Callan Family Office first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $506K in Q4 2025. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Callan Family Office held 3,140 shares of Wintrust Financial worth $505K as of Q2 2026.
  • Callan Family Office bought 150 Wintrust Financial shares in Q2 2026, an estimated $22.6K.
  • Wintrust Financial made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #810 holding.
  • Callan Family Office first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's Wintrust Financial position peaked at $506K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.