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Choreo LLC’s Wintrust Financial WTFC Stock Holding History

Choreo LLC’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 		$474K Buy
2,949
+276
+10% +$41.5K 0.01% 1033
2026
Q1 		$371K Buy
2,673
+552
+26% +$80K ﹤0.01% 1116
2025
Q4 		$299K Buy
2,121
+69
+3% +$9.18K ﹤0.01% 1220
2025
Q3 		$272K Sell
2,052
-4,326
-68% -$571K ﹤0.01% 1286
2025
Q2 		$791K Sell
6,378
-143
-2% -$16.4K 0.01% 675
2025
Q1 		$733K Sell
6,521
-4,595
-41% -$568K 0.01% 667
2024
Q4 		$1.38M Sell
11,116
-570
-5% -$70.4K 0.02% 456
2024
Q3 		$1.22M Buy
11,686
+477
+4% +$49.7K 0.02% 506
2024
Q2 		$1.11M Buy
+11,209
New +$1.1M 0.02% 494

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

Choreo LLC's WTFC Position: Q2 2026 in Review

Choreo LLC increased its Wintrust Financial (WTFC) stake by 10% in Q2 2026, buying an estimated $41.5K and bringing the position to 2,949 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #1033.

Choreo LLC first reported a position in WTFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q4 2024. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Choreo LLC held 2,949 shares of Wintrust Financial worth $474K as of Q2 2026.
  • Choreo LLC bought 276 Wintrust Financial shares in Q2 2026, an estimated $41.5K.
  • Wintrust Financial made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #1033 holding.
  • Choreo LLC first reported a position in Wintrust Financial in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's Wintrust Financial position peaked at $1.38M in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.