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DHJJ Financial Advisors’s Wintrust Financial WTFC Stock Holding History

DHJJ Financial 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 		$144K Hold
1,033
– – 0.05% 245
2025
Q4 		$144K Hold
1,033
– – 0.05% 231
2025
Q3 		$137K Hold
1,033
– – 0.05% 219
2025
Q2 		$128K Hold
1,033
– – 0.05% 213
2025
Q1 		$116K Hold
1,033
– – 0.05% 206
2024
Q4 		$129K Hold
1,033
– – 0.05% 193
2024
Q3 		$112K Buy
1,033
+545
+112% +$56.8K 0.04% 204
2024
Q2 		$48.1K Hold
488
– – 0.02% 272
2024
Q1 		$50.9K Buy
488
+201
+70% +$19.4K 0.02% 261
2023
Q4 		$26.6K Hold
287
– – 0.01% 331
2023
Q3 		$21.7K Buy
+287
New +$22.6K 0.01% 351

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

DHJJ Financial Advisors's WTFC Position: Q1 2026 in Review

DHJJ Financial Advisors held its Wintrust Financial (WTFC) position steady in Q1 2026 at 1,033 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #245.

DHJJ Financial Advisors first reported a position in WTFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $144K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • DHJJ Financial Advisors held 1,033 shares of Wintrust Financial worth $144K as of Q1 2026.
  • DHJJ Financial Advisors left its Wintrust Financial share count unchanged in Q1 2026.
  • Wintrust Financial made up 0.05% of DHJJ Financial Advisors's portfolio in Q1 2026, its #245 holding.
  • DHJJ Financial Advisors first reported a position in Wintrust Financial in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Wintrust Financial position peaked at $144K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.