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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
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

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

Covestor's WTFC Position: Q2 2026 in Review

Covestor reduced its Wintrust Financial (WTFC) stake by 27% in Q2 2026, selling an estimated $3.76K and leaving 69 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1559.

Covestor first reported a position in WTFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $97K in Q4 2023. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Covestor held 69 shares of Wintrust Financial worth $11K as of Q2 2026.
  • Covestor sold 25 Wintrust Financial shares in Q2 2026, an estimated $3.76K.
  • Wintrust Financial made up 0.01% of Covestor's portfolio in Q2 2026, its #1559 holding.
  • Covestor first reported a position in Wintrust Financial in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Wintrust Financial position peaked at $97K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.