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David Shaw’s Wintrust Financial WTFC Stock Holding History

David Shaw’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
2017
Q3 		– Sell
-12,600
Closed -$963K – 3635
2017
Q2 		$963K Sell
12,600
-1,500
-11% -$107K ﹤0.01% 2442
2017
Q1 		$975K Buy
+14,100
New +$1.01M ﹤0.01% 2316

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

David Shaw's WTFC Position: Q2 2026 in Review

David Shaw reduced its Wintrust Financial (WTFC) stake by 46% in Q2 2026, selling an estimated $1.31M and leaving 10,151 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

David Shaw first reported a position in WTFC in Q4 2014 and has held it in 40 quarters since. The position peaked at $53.8M in Q4 2019. 594 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • David Shaw held 10,151 shares of Wintrust Financial worth $1.63M as of Q2 2026.
  • David Shaw sold 8,724 Wintrust Financial shares in Q2 2026, an estimated $1.31M.
  • Wintrust Financial made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3370 holding.
  • David Shaw first reported a position in Wintrust Financial in Q4 2014 and has held it in 40 quarters since.
  • David Shaw's Wintrust Financial position peaked at $53.8M in Q4 2019.
  • 594 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.