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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
Q2 		$166K Hold
1,033
– – 0.05% 238
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 $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

DHJJ Financial Advisors's WTFC Position: Q2 2026 in Review

DHJJ Financial Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 1,033 shares worth $166K. The position accounts for 0.05% of the portfolio, ranked #238.

DHJJ Financial Advisors first reported a position in WTFC in Q3 2023 and has held it in 12 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • DHJJ Financial Advisors held 1,033 shares of Wintrust Financial worth $166K as of Q2 2026.
  • DHJJ Financial Advisors left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #238 holding.
  • DHJJ Financial Advisors first reported a position in Wintrust Financial in Q3 2023 and has held it in 12 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.