CWM
WTFC icon

Chicago Wealth Management’s Wintrust Financial WTFC Stock Holding History

Chicago Wealth Management’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 		$300K Hold
2,161
– – 0.12% 55
2025
Q4 		$302K Hold
2,161
– – 0.12% 49
2025
Q3 		$286K Hold
2,161
– – 0.12% 47
2025
Q2 		$268K Hold
2,161
– – 0.13% 45
2025
Q1 		$243K Hold
2,161
– – 0.13% 48
2024
Q4 		$269K Hold
2,161
– – 0.14% 46
2024
Q3 		$235K Hold
2,161
– – 0.13% 47
2024
Q2 		$213K Hold
2,161
– – 0.12% 47
2024
Q1 		$226K Hold
2,161
– – 0.13% 48
2023
Q4 		$200K Buy
+2,161
New +$179K 0.14% 44

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chicago Wealth Management's WTFC Position: Q1 2026 in Review

Chicago Wealth Management held its Wintrust Financial (WTFC) position steady in Q1 2026 at 2,161 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #55.

Chicago Wealth Management first reported a position in WTFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $302K in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Chicago Wealth Management held 2,161 shares of Wintrust Financial worth $300K as of Q1 2026.
  • Chicago Wealth Management left its Wintrust Financial share count unchanged in Q1 2026.
  • Wintrust Financial made up 0.12% of Chicago Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Chicago Wealth Management first reported a position in Wintrust Financial in Q4 2023 and has held it in 10 quarters since.
  • Chicago Wealth Management's Wintrust Financial position peaked at $302K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.