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Counterpoint Mutual Funds’s Wintrust Financial WTFC Stock Holding History

Counterpoint Mutual Funds’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 		$320K Buy
+1,991
New +$300K 0.03% 234
2023
Q1 		– Sell
-1,632
Closed -$138K – 493
2022
Q4 		$138K Buy
+1,632
New +$144K 0.15% 160

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

Counterpoint Mutual Funds's WTFC Position: Q2 2026 in Review

Counterpoint Mutual Funds opened a new position in Wintrust Financial (WTFC) in Q2 2026: 1,991 shares worth $320K. The stake represents 0.03% of the portfolio and ranks #234 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in WTFC as recently as Q4 2022.

Counterpoint Mutual Funds first reported a position in WTFC in Q4 2022 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Counterpoint Mutual Funds held 1,991 shares of Wintrust Financial worth $320K as of Q2 2026.
  • Wintrust Financial was a new Counterpoint Mutual Funds position in Q2 2026.
  • Wintrust Financial made up 0.03% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #234 holding.
  • Counterpoint Mutual Funds first reported a position in Wintrust Financial in Q4 2022 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.