Curio Wealth’s Wintrust Financial WTFC Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$139	–	1172
2026 Q1	$139	Buy	+1	New	+$145	﹤0.01%	902

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

Curio Wealth's WTFC Position: Q2 2026 in Review

Curio Wealth sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 1 share — an estimated $139 sold.

Curio Wealth first reported a position in WTFC in Q1 2026 and held it in 1 quarter. The position peaked at $139 in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Curio Wealth reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Wintrust Financial share in Q2 2026, an estimated $139.
Curio Wealth first reported a position in Wintrust Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's Wintrust Financial position peaked at $139 in Q1 2026.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.