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Cresset Asset Management’s Wintrust Financial WTFC Stock Holding History

Cresset Asset Management’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 		$517K Sell
3,217
-17
-0.5% -$2.56K ﹤0.01% 1147
2026
Q1 		$449K Buy
3,234
+116
+4% +$16.8K ﹤0.01% 1108
2025
Q4 		$436K Sell
3,118
-9
-0.3% -$1.2K ﹤0.01% 1131
2025
Q3 		$414K Buy
3,127
+94
+3% +$12.4K ﹤0.01% 1108
2025
Q2 		$376K Sell
3,033
-942
-24% -$108K ﹤0.01% 1045
2025
Q1 		$447K Buy
3,975
+404
+11% +$49.9K ﹤0.01% 1114
2024
Q4 		$445K Sell
3,571
-9,005
-72% -$1.11M ﹤0.01% 1139
2024
Q3 		$1.36M Buy
12,576
+654
+5% +$68.2K 0.01% 1001
2024
Q2 		$1.18M Buy
11,922
+490
+4% +$48K ﹤0.01% 990
2024
Q1 		$1.19M Buy
11,432
+3,112
+37% +$300K 0.01% 898
2023
Q4 		$772K Buy
8,320
+202
+2% +$16.7K ﹤0.01% 1005
2023
Q3 		$613K Buy
8,118
+1,007
+14% +$79.2K ﹤0.01% 1076
2023
Q2 		$516K Buy
7,111
+3,648
+105% +$249K ﹤0.01% 1264
2023
Q1 		$253K Buy
+3,463
New +$296K 0.01% 688
2022
Q4 		– Sell
-4,255
Closed -$347K – 913
2022
Q3 		$347K Buy
4,255
+136
+3% +$11.5K ﹤0.01% 623
2022
Q2 		$330K Buy
+4,119
New +$355K ﹤0.01% 685
2019
Q3 		– Sell
-25,356
Closed -$1.85M – 565
2019
Q2 		$1.85M Hold
25,356
– – 0.06% 128
2019
Q1 		$1.71M Hold
25,356
– – 0.07% 76
2018
Q4 		$1.69M Buy
+25,356
New +$1.93M 0.1% 45

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

Cresset Asset Management's WTFC Position: Q2 2026 in Review

Cresset Asset Management reduced its Wintrust Financial (WTFC) stake by 0.53% in Q2 2026, selling an estimated $2.56K and leaving 3,217 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Cresset Asset Management first reported a position in WTFC in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.85M in Q2 2019. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Cresset Asset Management held 3,217 shares of Wintrust Financial worth $517K as of Q2 2026.
  • Cresset Asset Management sold 17 Wintrust Financial shares in Q2 2026, an estimated $2.56K.
  • Wintrust Financial made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1147 holding.
  • Cresset Asset Management first reported a position in Wintrust Financial in Q4 2018 and has held it in 19 quarters since.
  • Cresset Asset Management's Wintrust Financial position peaked at $1.85M in Q2 2019.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.