Commonwealth Equity Services’s Wintrust Financial WTFC Stock Holding History

Commonwealth Equity Services’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	$902K	Sell	5,613 -3,972	-41%	-$598K	﹤0.01%	2790
2026 Q1	$1.33M	Sell	9,585 -162	-2%	-$23.5K	﹤0.01%	2364
2025 Q4	$1.36M	Sell	9,747 -827	-8%	-$110K	﹤0.01%	2326
2025 Q3	$1.4M	Sell	10,574 -348	-3%	-$46K	﹤0.01%	2316
2025 Q2	$1.35M	Buy	10,922 +349	+3%	+$40K	﹤0.01%	2327
2025 Q1	$1.19M	Buy	10,573 +1,164	+12%	+$144K	﹤0.01%	2327
2024 Q4	$1.17M	Sell	9,409 -333	-3%	-$41.1K	﹤0.01%	2274
2024 Q3	$1.06M	Buy	9,742 +684	+8%	+$71.3K	﹤0.01%	2307
2024 Q2	$893K	Buy	9,058 +224	+3%	+$21.9K	﹤0.01%	2373
2024 Q1	$922K	Sell	8,834 -238	-3%	-$23K	﹤0.01%	2317
2023 Q4	$841K	Buy	9,072 +62	+0.7%	+$5.13K	﹤0.01%	2291
2023 Q3	$680K	Buy	9,010 +79	+0.9%	+$6.21K	﹤0.01%	2334
2023 Q2	$649K	Buy	8,931 +34	+0.4%	+$2.32K	﹤0.01%	2407
2023 Q1	$649	Buy	8,897 +149	+2%	+$12.7K	﹤0.01%	2340
2022 Q4	$739K	Buy	8,748 +34	+0.4%	+$3K	﹤0.01%	2157
2022 Q3	$710K	Sell	8,714 -3,399	-28%	-$289K	﹤0.01%	2144
2022 Q2	$970K	Sell	12,113 -306	-2%	-$26.3K	﹤0.01%	1925
2022 Q1	$1.15M	Buy	12,419 +3,731	+43%	+$363K	﹤0.01%	1885
2021 Q4	$789K	Sell	8,688 -71	-0.8%	-$6.34K	﹤0.01%	2164
2021 Q3	$703K	Sell	8,759 -43	-0.5%	-$3.17K	﹤0.01%	2211
2021 Q2	$665K	Sell	8,802 -6,490	-42%	-$507K	﹤0.01%	2234
2021 Q1	$1.16M	Sell	15,292 -20,318	-57%	-$1.45M	﹤0.01%	1695
2020 Q4	$2.17M	Buy	35,610 +18	+0.1%	+$968	0.01%	1179
2020 Q3	$1.43M	Buy	35,592 +18	+0.1%	+$770	﹤0.01%	1289
2020 Q2	$1.55M	Buy	35,574 +16	+0%	+$639	0.01%	1165
2020 Q1	$1.17M	Sell	35,558 -1,374	-4%	-$76.3K	0.01%	1180
2019 Q4	$2.62M	Buy	36,932 +26,872	+267%	+$1.79M	0.01%	895
2019 Q3	$650K	Buy	10,060 +57	+0.6%	+$3.78K	﹤0.01%	1636
2019 Q2	$731K	Buy	10,003 +166	+2%	+$12.1K	﹤0.01%	1547
2019 Q1	$662K	Buy	9,837 +1,635	+20%	+$117K	﹤0.01%	1563
2018 Q4	$545K	Buy	8,202 +182	+2%	+$13.8K	﹤0.01%	1585
2018 Q3	$681K	Buy	8,020 +826	+11%	+$73.5K	﹤0.01%	1567
2018 Q2	$626K	Buy	7,194 +3,708	+106%	+$340K	﹤0.01%	1596
2018 Q1	$299K	Sell	3,486 -470	-12%	-$40.5K	﹤0.01%	2067
2017 Q4	$326K	Sell	3,956 -162	-4%	-$13K	﹤0.01%	1992
2017 Q3	$322K	Hold	4,118	–	–	﹤0.01%	1923
2017 Q2	$315K	Sell	4,118 -49	-1%	-$3.51K	﹤0.01%	1885
2017 Q1	$288K	Buy	4,167 +236	+6%	+$17K	﹤0.01%	1884
2016 Q4	$285K	Hold	3,931	–	–	﹤0.01%	1804
2016 Q3	$218K	Hold	3,931	–	–	﹤0.01%	1934
2016 Q2	$200K	Buy	+3,931	New	+$197K	﹤0.01%	1963
2015 Q4	–	Sell	-3,837	Closed	-$205K	–	2241
2015 Q3	$205K	Hold	3,837	–	–	﹤0.01%	1820
2015 Q2	$205K	Buy	+3,837	New	+$193K	﹤0.01%	1910
2014 Q2	–	Sell	-5,334	Closed	-$260K	–	2106
2014 Q1	$260K	Hold	5,334	–	–	﹤0.01%	1581
2013 Q4	$246K	Hold	5,334	–	–	﹤0.01%	1580
2013 Q3	$219K	Hold	5,334	–	–	﹤0.01%	1581
2013 Q2	$204K	Buy	+5,334	New	+$196K	﹤0.01%	1561

Other funds holding WTFC

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services's WTFC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Wintrust Financial (WTFC) stake by 41% in Q2 2026, selling an estimated $598K and leaving 5,613 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

Commonwealth Equity Services first reported a position in WTFC in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.62M in Q4 2019. 188 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Commonwealth Equity Services held 5,613 shares of Wintrust Financial worth $902K as of Q2 2026.
Commonwealth Equity Services sold 3,972 Wintrust Financial shares in Q2 2026, an estimated $598K.
Wintrust Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2790 holding.
Commonwealth Equity Services first reported a position in Wintrust Financial in Q2 2013 and has held it in 47 quarters since.
Commonwealth Equity Services's Wintrust Financial position peaked at $2.62M in Q4 2019.
188 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.