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Cromwell Holdings’s Wintrust Financial WTFC Stock Holding History

Cromwell Holdings’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 		$1.61K Hold
10
– – ﹤0.01% 899
2026
Q1 		$1.39K Buy
10
+4
+67% +$580 ﹤0.01% 783
2025
Q4 		$839 Hold
6
– – ﹤0.01% 865
2025
Q3 		$795 Hold
6
– – ﹤0.01% 882
2025
Q2 		$744 Buy
+6
New +$688 ﹤0.01% 874

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

Cromwell Holdings's WTFC Position: Q2 2026 in Review

Cromwell Holdings held its Wintrust Financial (WTFC) position steady in Q2 2026 at 10 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Cromwell Holdings first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Cromwell Holdings held 10 shares of Wintrust Financial worth $1.61K as of Q2 2026.
  • Cromwell Holdings left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #899 holding.
  • Cromwell Holdings first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.