Covestor
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Covestor’s Wintrust Financial WTFC Stock Holding History

Covestor’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
Q3 		$10K Hold
69
– – 0.01% 1497
2026
Q2 		$11K Sell
69
-25
-27% -$3.76K 0.01% 1559
2026
Q1 		$13K Sell
94
-182
-66% -$26.4K 0.01% 1307
2025
Q4 		$39K Sell
276
-132
-32% -$17.6K 0.02% 1009
2025
Q3 		$54K Sell
408
-91
-18% -$12K 0.03% 873
2025
Q2 		$62K Buy
499
+141
+39% +$16.2K 0.04% 802
2025
Q1 		$40K Sell
358
-280
-44% -$34.6K 0.03% 932
2024
Q4 		$80K Sell
638
-15
-2% -$1.85K 0.05% 653
2024
Q3 		$71K Buy
653
+286
+78% +$29.8K 0.04% 718
2024
Q2 		$36K Sell
367
-518
-59% -$50.7K 0.02% 994
2024
Q1 		$92K Sell
885
-161
-15% -$15.5K 0.06% 600
2023
Q4 		$97K Buy
1,046
+6
+0.6% +$496 0.07% 516
2023
Q3 		$79K Buy
1,040
+195
+23% +$15.3K 0.06% 560
2023
Q2 		$61K Buy
845
+380
+82% +$25.9K 0.05% 699
2023
Q1 		$34K Buy
465
+368
+379% +$31.5K 0.03% 860
2022
Q4 		$8K Sell
97
-131
-57% -$11.6K 0.01% 1442
2022
Q3 		$19K Buy
228
+72
+46% +$6.11K 0.02% 1016
2022
Q2 		$13K Sell
156
-2
-1% -$172 0.01% 1130
2022
Q1 		$15K Sell
158
-8
-5% -$779 0.01% 1167
2021
Q4 		$15K Buy
+166
New +$14.8K 0.02% 924

Other funds holding WTFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Covestor's WTFC Position: Q3 2026 in Review

Covestor held its Wintrust Financial (WTFC) position steady in Q3 2026 at 69 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1497.

Covestor first reported a position in WTFC in Q4 2021 and has held it in 20 quarters since. The position peaked at $97K in Q4 2023. 264 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Covestor held 69 shares of Wintrust Financial worth $10K as of Q3 2026.
  • Covestor left its Wintrust Financial share count unchanged in Q3 2026.
  • Wintrust Financial made up 0.01% of Covestor's portfolio in Q3 2026, its #1497 holding.
  • Covestor first reported a position in Wintrust Financial in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Wintrust Financial position peaked at $97K in Q4 2023.
  • 264 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.