Coppell Advisory Solutions’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$338K Buy
+2,905
New +$437K 0.03% 358
2025
Q1
Sell
-84
Closed -$10.4K 1891
2024
Q4
$10.4K Buy
+84
New +$10.4K ﹤0.01% 1093
2023
Q4
$20.3K Sell
219
-305
-58% -$25.2K ﹤0.01% 730
2023
Q3
$44.3K Buy
+524
New +$41.2K 0.02% 355
2023
Q1
Sell
-524
Closed -$44.3K 1095
2022
Q4
$44.3K Buy
+524
New +$46.3K 0.02% 357

Other funds holding WTFC

Coppell Advisory Solutions's WTFC Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Wintrust Financial (WTFC) in Q2 2026: 2,905 shares worth $338K. The stake represents 0.03% of the portfolio and ranks #358 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in WTFC as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in WTFC in Q4 2022 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Coppell Advisory Solutions held 2,905 shares of Wintrust Financial worth $338K as of Q2 2026.
  • Wintrust Financial was a new Coppell Advisory Solutions position in Q2 2026.
  • Wintrust Financial made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #358 holding.
  • Coppell Advisory Solutions first reported a position in Wintrust Financial in Q4 2022 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.