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 Q2	$446K	Sell	2,772 -139	-5%	-$20.9K	0.08%	82
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Coyle Financial Counsel's WTFC Position: Q2 2026 in Review

Coyle Financial Counsel reduced its Wintrust Financial (WTFC) stake by 4.8% in Q2 2026, selling an estimated $20.9K and leaving 2,772 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #82.

Coyle Financial Counsel first reported a position in WTFC in Q2 2019 and has held it in 16 quarters since. The position peaked at $678K in Q2 2022. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Coyle Financial Counsel held 2,772 shares of Wintrust Financial worth $446K as of Q2 2026.
Coyle Financial Counsel sold 139 Wintrust Financial shares in Q2 2026, an estimated $20.9K.
Wintrust Financial made up 0.08% of Coyle Financial Counsel's portfolio in Q2 2026, its #82 holding.
Coyle Financial Counsel first reported a position in Wintrust Financial in Q2 2019 and has held it in 16 quarters since.
Coyle Financial Counsel's Wintrust Financial position peaked at $678K in Q2 2022.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.