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Dana Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Dana Investment Advisors’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
Q1 		$3.76M Buy
27,065
+13,769
+104% +$2M 0.11% 218
2025
Q4 		$1.86M Sell
13,296
-1,064
-7% -$142K 0.05% 312
2025
Q3 		$1.9M Buy
14,360
+237
+2% +$31.3K 0.06% 307
2025
Q2 		$1.75M Sell
14,123
-758
-5% -$86.9K 0.06% 305
2025
Q1 		$1.67M Buy
14,881
+66
+0.4% +$8.16K 0.06% 301
2024
Q4 		$1.85M Sell
14,815
-1,353
-8% -$167K 0.06% 302
2024
Q3 		$1.75M Buy
16,168
+64
+0.4% +$6.67K 0.06% 310
2024
Q2 		$1.59M Sell
16,104
-24
-0.1% -$2.35K 0.05% 325
2024
Q1 		$1.68M Sell
16,128
-2,646
-14% -$255K 0.06% 310
2023
Q4 		$1.74M Sell
18,774
-574
-3% -$47.5K 0.08% 170
2023
Q3 		$1.46M Sell
19,348
-3,056
-14% -$240K 0.07% 184
2023
Q2 		$1.63M Sell
22,404
-341
-1% -$23.3K 0.08% 180
2023
Q1 		$1.66M Buy
22,745
+187
+0.8% +$16K 0.08% 167
2022
Q4 		$1.91M Buy
22,558
+3,040
+16% +$269K 0.1% 137
2022
Q3 		$1.59M Sell
19,518
-195
-1% -$16.6K 0.09% 145
2022
Q2 		$1.58M Buy
19,713
+5,782
+42% +$498K 0.08% 161
2022
Q1 		$1.29M Sell
13,931
-754
-5% -$73.5K 0.06% 194
2021
Q4 		$1.33M Sell
14,685
-812
-5% -$72.5K 0.06% 196
2021
Q3 		$1.25M Sell
15,497
-610
-4% -$45K 0.06% 195
2021
Q2 		$1.22M Sell
16,107
-1,739
-10% -$136K 0.05% 199
2021
Q1 		$1.35M Sell
17,846
-4,004
-18% -$286K 0.06% 195
2020
Q4 		$1.33M Sell
21,850
-5,867
-21% -$316K 0.07% 190
2020
Q3 		$1.11M Sell
27,717
-5,299
-16% -$227K 0.06% 191
2020
Q2 		$1.44M Buy
+33,016
New +$1.32M 0.08% 159
2020
Q1 		– Sell
-34,213
Closed -$2.43M – 322
2019
Q4 		$2.43M Sell
34,213
-187,543
-85% -$12.5M 0.12% 111
2019
Q3 		$14.3M Buy
221,756
+10,251
+5% +$680K 0.73% 52
2019
Q2 		$15.5M Buy
211,505
+179,281
+556% +$13.1M 0.76% 47
2019
Q1 		$2.17M Sell
32,224
-1,893
-6% -$135K 0.1% 133
2018
Q4 		$2.27M Buy
+34,117
New +$2.59M 0.12% 122

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dana Investment Advisors's WTFC Position: Q1 2026 in Review

Dana Investment Advisors increased its Wintrust Financial (WTFC) stake by 104% in Q1 2026, buying an estimated $2M and bringing the position to 27,065 shares worth $3.76M. The position accounts for 0.11% of the portfolio, ranked #218.

Dana Investment Advisors first reported a position in WTFC in Q4 2018 and has held it in 29 quarters since. The position peaked at $15.5M in Q2 2019. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Dana Investment Advisors held 27,065 shares of Wintrust Financial worth $3.76M as of Q1 2026.
  • Dana Investment Advisors bought 13,769 Wintrust Financial shares in Q1 2026, an estimated $2M.
  • Wintrust Financial made up 0.11% of Dana Investment Advisors's portfolio in Q1 2026, its #218 holding.
  • Dana Investment Advisors first reported a position in Wintrust Financial in Q4 2018 and has held it in 29 quarters since.
  • Dana Investment Advisors's Wintrust Financial position peaked at $15.5M in Q2 2019.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.