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Clearstead Advisors’s Wintrust Financial WTFC Stock Holding History

Clearstead Advisors’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 		$428K Buy
2,663
+112
+4% +$16.9K ﹤0.01% 800
2026
Q1 		$354K Sell
2,551
-1,309
-34% -$190K ﹤0.01% 809
2025
Q4 		$540K Buy
3,860
+3,375
+696% +$449K 0.01% 636
2025
Q3 		$64.2K Sell
485
-93
-16% -$12.3K ﹤0.01% 1197
2025
Q2 		$71.7K Buy
578
+316
+121% +$36.2K ﹤0.01% 1170
2025
Q1 		$29.5K Sell
262
-21
-7% -$2.6K ﹤0.01% 1305
2024
Q4 		$35.3K Sell
283
-6
-2% -$741 ﹤0.01% 1244
2024
Q3 		$31.4K Buy
289
+10
+4% +$1.04K ﹤0.01% 1307
2024
Q2 		$27.5K Buy
279
+177
+174% +$17.3K ﹤0.01% 1293
2024
Q1 		$10.4K Buy
102
+9
+10% +$869 ﹤0.01% 1052
2023
Q4 		$8.63K Sell
93
-25
-21% -$2.07K ﹤0.01% 1085
2023
Q3 		$8.91K Buy
118
+93
+372% +$7.32K ﹤0.01% 1132
2023
Q2 		$1.82K Hold
25
– – ﹤0.01% 1176
2023
Q1 		$1.82K Buy
+25
New +$2.14K ﹤0.01% 1151

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

Clearstead Advisors's WTFC Position: Q2 2026 in Review

Clearstead Advisors increased its Wintrust Financial (WTFC) stake by 4.4% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,663 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Clearstead Advisors first reported a position in WTFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $540K in Q4 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Clearstead Advisors held 2,663 shares of Wintrust Financial worth $428K as of Q2 2026.
  • Clearstead Advisors bought 112 Wintrust Financial shares in Q2 2026, an estimated $16.9K.
  • Wintrust Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #800 holding.
  • Clearstead Advisors first reported a position in Wintrust Financial in Q1 2023 and has held it in 14 quarters since.
  • Clearstead Advisors's Wintrust Financial position peaked at $540K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.