Coyle Financial Counsel’s Wintrust Financial WTFC Stock Holding History

Coyle Financial Counsel’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 Q1	$404K	Sell	2,911 -8	-0.3%	-$1.16K	0.09%	76
2025 Q4	$408K	Buy	+2,919	New	+$388K	0.09%	75
2023 Q2	–	Sell	-3,919	Closed	-$286K	–	64
2023 Q1	$286K	Hold	3,919	–	–	0.13%	53
2022 Q4	$331K	Hold	3,919	–	–	0.16%	48
2022 Q3	$320K	Sell	3,919 -3,919	-50%	-$333K	0.21%	46
2022 Q2	$678K	Buy	7,838 +3,919	+100%	+$337K	0.37%	39
2022 Q1	$364K	Hold	3,919	–	–	0.19%	54
2021 Q4	$356K	Hold	3,919	–	–	0.21%	57
2021 Q3	$315K	Hold	3,919	–	–	0.18%	57
2021 Q2	$296K	Hold	3,919	–	–	0.18%	49
2021 Q1	$297K	Sell	3,919 -1,500	-28%	-$107K	0.21%	49
2020 Q4	$331K	Buy	+5,419	New	+$292K	0.24%	44
2020 Q2	–	Sell	-6,219	Closed	-$204K	–	51
2020 Q1	$204K	Buy	+6,219	New	+$345K	0.25%	47
2019 Q4	–	Sell	-3,435	Closed	-$222K	–	64
2019 Q3	$222K	Buy	3,435 +14	+0.4%	+$928	0.23%	54
2019 Q2	$250K	Buy	+3,421	New	+$250K	0.22%	51

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coyle Financial Counsel's WTFC Position: Q1 2026 in Review

Coyle Financial Counsel reduced its Wintrust Financial (WTFC) stake by 0.27% in Q1 2026, selling an estimated $1.16K and leaving 2,911 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #76.

Coyle Financial Counsel first reported a position in WTFC in Q2 2019 and has held it in 15 quarters since. The position peaked at $678K in Q2 2022. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Coyle Financial Counsel held 2,911 shares of Wintrust Financial worth $404K as of Q1 2026.
Coyle Financial Counsel sold 8 Wintrust Financial shares in Q1 2026, an estimated $1.16K.
Wintrust Financial made up 0.09% of Coyle Financial Counsel's portfolio in Q1 2026, its #76 holding.
Coyle Financial Counsel first reported a position in Wintrust Financial in Q2 2019 and has held it in 15 quarters since.
Coyle Financial Counsel's Wintrust Financial position peaked at $678K in Q2 2022.
554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.