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DiNuzzo Private Wealth’s Wintrust Financial WTFC Stock Holding History

DiNuzzo Private 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 		$2.25K Hold
14
– – ﹤0.01% 636
2026
Q1 		$1.95K Hold
14
– – ﹤0.01% 653
2025
Q4 		$1.96K Hold
14
– – ﹤0.01% 649
2025
Q3 		$1.92K Hold
14
– – ﹤0.01% 641
2025
Q2 		$1.74K Sell
14
-2
-13% -$229 ﹤0.01% 662
2025
Q1 		$1.8K Buy
16
+3
+23% +$371 ﹤0.01% 633
2024
Q4 		$1.62K Hold
13
– – ﹤0.01% 671
2024
Q3 		$1.41K Hold
13
– – ﹤0.01% 737
2024
Q2 		$1.28K Buy
13
+2
+18% +$196 ﹤0.01% 692
2024
Q1 		$1.15K Hold
11
– – ﹤0.01% 678
2023
Q4 		$1.02K Buy
+11
New +$909 ﹤0.01% 696

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

DiNuzzo Private Wealth's WTFC Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Wintrust Financial (WTFC) position steady in Q2 2026 at 14 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

DiNuzzo Private Wealth first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • DiNuzzo Private Wealth held 14 shares of Wintrust Financial worth $2.25K as of Q2 2026.
  • DiNuzzo Private Wealth left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #636 holding.
  • DiNuzzo Private Wealth first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.