Corient Private Wealth
WTFC icon

Corient Private Wealth’s Wintrust Financial WTFC Stock Holding History

Corient Private Wealth’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 		$9.16M Buy
56,983
+6,214
+12% +$935K 0.01% 673
2026
Q1 		$7.04M Buy
50,769
+39,500
+351% +$5.73M 0.01% 743
2025
Q4 		$1.58M Buy
11,269
+1,952
+21% +$260K ﹤0.01% 1267
2025
Q3 		$1.23M Buy
9,317
+557
+6% +$73.5K ﹤0.01% 1324
2025
Q2 		$1.09M Buy
8,760
+972
+12% +$111K ﹤0.01% 1325
2025
Q1 		$876K Sell
7,788
-1,152
-13% -$142K ﹤0.01% 1331
2024
Q4 		$1.11M Sell
8,940
-1,223
-12% -$151K ﹤0.01% 1273
2024
Q3 		$1.1M Buy
10,163
+5,323
+110% +$555K ﹤0.01% 1359
2024
Q2 		$477K Buy
4,840
+12
+0.2% +$1.18K ﹤0.01% 1668
2024
Q1 		$504K Sell
4,828
-1,009
-17% -$97.4K ﹤0.01% 1624
2023
Q4 		$541K Buy
+5,837
New +$483K ﹤0.01% 1579

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

Corient Private Wealth's WTFC Position: Q2 2026 in Review

Corient Private Wealth increased its Wintrust Financial (WTFC) stake by 12% in Q2 2026, buying an estimated $935K and bringing the position to 56,983 shares worth $9.16M. The position accounts for 0.01% of the portfolio, ranked #673.

Corient Private Wealth first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Corient Private Wealth held 56,983 shares of Wintrust Financial worth $9.16M as of Q2 2026.
  • Corient Private Wealth bought 6,214 Wintrust Financial shares in Q2 2026, an estimated $935K.
  • Wintrust Financial made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #673 holding.
  • Corient Private Wealth first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.