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Convergence Investment Partners’s Wintrust Financial WTFC Stock Holding History

Convergence Investment Partners’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 		$3.86M Buy
23,992
+11,994
+100% +$1.8M 0.37% 102
2026
Q1 		$1.67M Buy
+11,998
New +$1.74M 0.27% 132
2022
Q3 		– Sell
-1,560
Closed -$125K – 256
2022
Q2 		$125K Buy
+1,560
New +$134K 0.08% 192
2018
Q4 		– Sell
-5,050
Closed -$429K – 379
2018
Q3 		$429K Buy
+5,050
New +$450K 0.09% 235
2015
Q4 		– Sell
-70,912
Closed -$3.79M – 397
2015
Q3 		$3.79M Buy
+70,912
New +$3.75M 0.43% 78
2015
Q1 		– Sell
-19,204
Closed -$898K – 425
2014
Q4 		$898K Sell
19,204
-37,541
-66% -$1.7M 0.12% 262
2014
Q3 		$2.54M Buy
+56,745
New +$2.63M 0.35% 101

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

Convergence Investment Partners's WTFC Position: Q2 2026 in Review

Convergence Investment Partners increased its Wintrust Financial (WTFC) stake by 100% in Q2 2026, buying an estimated $1.8M and bringing the position to 23,992 shares worth $3.86M. The position accounts for 0.37% of the portfolio, ranked #102.

Convergence Investment Partners first reported a position in WTFC in Q3 2014 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Convergence Investment Partners held 23,992 shares of Wintrust Financial worth $3.86M as of Q2 2026.
  • Convergence Investment Partners bought 11,994 Wintrust Financial shares in Q2 2026, an estimated $1.8M.
  • Wintrust Financial made up 0.37% of Convergence Investment Partners's portfolio in Q2 2026, its #102 holding.
  • Convergence Investment Partners first reported a position in Wintrust Financial in Q3 2014 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.