Creative Financial Designs’s Wintrust Financial WTFC Stock Holding History

Creative Financial Designs’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	$157K	Buy	977 +549	+128%	+$82.6K	0.01%	668
2026 Q1	$59.5K	Buy	428 +199	+87%	+$28.8K	﹤0.01%	845
2025 Q4	$32K	Buy	229 +160	+232%	+$21.3K	﹤0.01%	1019
2025 Q3	$9.14K	Hold	69	–	–	﹤0.01%	1392
2025 Q2	$8.55K	Sell	69 -19	-22%	-$2.18K	﹤0.01%	1385
2025 Q1	$9.9K	Buy	88 +19	+28%	+$2.35K	﹤0.01%	1307
2024 Q4	$8.61K	Hold	69	–	–	﹤0.01%	1292
2024 Q3	$7.49K	Sell	69 -22	-24%	-$2.29K	﹤0.01%	1282
2024 Q2	$8.97K	Hold	91	–	–	﹤0.01%	1184
2024 Q1	$9.5K	Hold	91	–	–	﹤0.01%	1159
2023 Q4	$8.44K	Hold	91	–	–	﹤0.01%	1145
2023 Q3	$6.87K	Hold	91	–	–	﹤0.01%	1116
2023 Q2	$6.61K	Buy	91 +37	+69%	+$2.52K	﹤0.01%	1113
2023 Q1	$3.94K	Buy	+54	New	+$4.62K	﹤0.01%	1168

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 $3.38T AUM 44.17% 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

Creative Financial Designs's WTFC Position: Q2 2026 in Review

Creative Financial Designs increased its Wintrust Financial (WTFC) stake by 128% in Q2 2026, buying an estimated $82.6K and bringing the position to 977 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #668.

Creative Financial Designs first reported a position in WTFC in Q1 2023 and has held it in 14 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Creative Financial Designs held 977 shares of Wintrust Financial worth $157K as of Q2 2026.
Creative Financial Designs bought 549 Wintrust Financial shares in Q2 2026, an estimated $82.6K.
Wintrust Financial made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #668 holding.
Creative Financial Designs first reported a position in Wintrust Financial in Q1 2023 and has held it in 14 quarters since.
600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.