Creative Planning’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.26M | Buy |
23,440
+4,530
| +24% | +$657K | ﹤0.01% | 1516 |
|
|
2025
Q4 | $2.64M | Buy |
18,910
+1,206
| +7% | +$160K | ﹤0.01% | 1479 |
|
|
2025
Q3 | $2.34M | Buy |
17,704
+1,368
| +8% | +$181K | ﹤0.01% | 1419 |
|
|
2025
Q2 | $2.03M | Buy |
16,336
+2,476
| +18% | +$284K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $1.56M | Buy |
13,860
+1,086
| +9% | +$134K | ﹤0.01% | 1371 |
|
|
2024
Q4 | $1.59M | Sell |
12,774
-567
| -4% | -$70K | ﹤0.01% | 1290 |
|
|
2024
Q3 | $1.45M | Buy |
13,341
+2,375
| +22% | +$248K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $1.08M | Buy |
10,966
+1,200
| +12% | +$118K | ﹤0.01% | 1352 |
|
|
2024
Q1 | $1.02M | Buy |
9,766
+322
| +3% | +$31.1K | ﹤0.01% | 1331 |
|
|
2023
Q4 | $876K | Buy |
9,444
+3,254
| +53% | +$269K | ﹤0.01% | 1305 |
|
|
2023
Q3 | $467K | Sell |
6,190
-584
| -9% | -$45.9K | ﹤0.01% | 1610 |
|
|
2023
Q2 | $492K | Buy |
6,774
+3,214
| +90% | +$219K | ﹤0.01% | 1560 |
|
|
2023
Q1 | $260K | Buy |
+3,560
| New | +$304K | ﹤0.01% | 1921 |
|
|
2022
Q4 | – | Sell |
-2,888
| Closed | -$236K | – | 2619 |
|
|
2022
Q3 | $236K | Buy |
+2,888
| New | +$245K | ﹤0.01% | 1797 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$4K | – | 2561 |
|
|
2022
Q1 | $4K | Buy |
+40
| New | +$3.9K | ﹤0.01% | 2270 |
|
|
2021
Q2 | – | Sell |
-21,219
| Closed | -$1.61M | – | 2614 |
|
|
2021
Q1 | $1.61M | Sell |
21,219
-198
| -0.9% | -$14.1K | ﹤0.01% | 816 |
|
|
2020
Q4 | $1.31M | Buy |
21,417
+198
| +0.9% | +$10.7K | ﹤0.01% | 831 |
|
|
2020
Q3 | $850K | Sell |
21,219
-10
| -0% | -$428 | ﹤0.01% | 872 |
|
|
2020
Q2 | $926K | Sell |
21,229
-1,587
| -7% | -$63.4K | ﹤0.01% | 770 |
|
|
2020
Q1 | $750K | Buy |
22,816
+708
| +3% | +$39.3K | ﹤0.01% | 758 |
|
|
2019
Q4 | $1.57M | Buy |
22,108
+1,122
| +5% | +$74.8K | ﹤0.01% | 603 |
|
|
2019
Q3 | $1.36M | Sell |
20,986
-153
| -0.7% | -$10.1K | ﹤0.01% | 631 |
|
|
2019
Q2 | $1.55M | Buy |
21,139
+150
| +0.7% | +$11K | 0.01% | 579 |
|
|
2019
Q1 | $1.41M | Buy |
20,989
+1,704
| +9% | +$122K | 0.01% | 594 |
|
|
2018
Q4 | $1.28M | Sell |
19,285
-3,495
| -15% | -$266K | 0.01% | 568 |
|
|
2018
Q3 | $1.94M | Hold |
22,780
| – | – | 0.01% | 489 |
|
|
2018
Q2 | $1.98M | Sell |
22,780
-1
| -0% | -$92 | 0.01% | 478 |
|
|
2018
Q1 | $1.96M | Buy |
22,781
+1,896
| +9% | +$163K | 0.01% | 469 |
|
|
2017
Q4 | $1.72M | Sell |
20,885
-366
| -2% | -$29.5K | 0.01% | 506 |
|
|
2017
Q3 | $1.66M | Buy |
21,251
+4,038
| +23% | +$300K | 0.01% | 524 |
|
|
2017
Q2 | $1.32M | Buy |
17,213
+1,112
| +7% | +$79.6K | 0.01% | 575 |
|
|
2017
Q1 | $1.11M | Buy |
16,101
+2,681
| +20% | +$193K | 0.01% | 620 |
|
|
2016
Q4 | $974K | Buy |
13,420
+280
| +2% | +$17.4K | 0.01% | 634 |
|
|
2016
Q3 | $730K | Hold |
13,140
| – | – | ﹤0.01% | 727 |
|
|
2016
Q2 | $670K | Buy |
13,140
+931
| +8% | +$46.6K | ﹤0.01% | 654 |
|
|
2016
Q1 | $541K | Buy |
12,209
+279
| +2% | +$12K | ﹤0.01% | 716 |
|
|
2015
Q4 | $579K | Sell |
11,930
-143
| -1% | -$7.3K | ﹤0.01% | 696 |
|
|
2015
Q3 | $645K | Buy |
12,073
+141
| +1% | +$7.46K | 0.01% | 642 |
|
|
2015
Q2 | $637K | Buy |
11,932
+552
| +5% | +$27.8K | 0.01% | 598 |
|
|
2015
Q1 | $543K | Buy |
+11,380
| New | +$526K | 0.01% | 703 |
|
|
2014
Q1 | – | Sell |
-76
| Closed | -$4K | – | 3773 |
|
|
2013
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 2932 |
|
|
2013
Q3 | $3K | Sell |
76
-150
| -66% | -$6.1K | ﹤0.01% | 2920 |
|
|
2013
Q2 | $9K | Buy |
+226
| New | +$8.31K | ﹤0.01% | 2329 |
|
Other funds holding WTFC
VPM
VCM
Creative Planning's WTFC Position: Q1 2026 in Review
Creative Planning increased its Wintrust Financial (WTFC) stake by 24% in Q1 2026, buying an estimated $657K and bringing the position to 23,440 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.
Creative Planning first reported a position in WTFC in Q2 2013 and has held it in 43 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.
- Creative Planning held 23,440 shares of Wintrust Financial worth $3.26M as of Q1 2026.
- Creative Planning bought 4,530 Wintrust Financial shares in Q1 2026, an estimated $657K.
- Wintrust Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1516 holding.
- Creative Planning first reported a position in Wintrust Financial in Q2 2013 and has held it in 43 quarters since.
- 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.