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
Q2 		$347K Hold
2,161
– – 0.12% 54
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 $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

Chicago Wealth Management's WTFC Position: Q2 2026 in Review

Chicago Wealth Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 2,161 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #54.

Chicago Wealth Management first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Chicago Wealth Management held 2,161 shares of Wintrust Financial worth $347K as of Q2 2026.
  • Chicago Wealth Management left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.12% of Chicago Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Chicago Wealth Management first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.