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Diversify Wealth Management’s Wintrust Financial WTFC Stock Holding History

Diversify Wealth Management’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 		$419K Buy
2,637
+12
+0.5% +$1.81K 0.01% 925
2026
Q1 		$389K Buy
+2,625
New +$380K 0.01% 880

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

Diversify Wealth Management's WTFC Position: Q2 2026 in Review

Diversify Wealth Management increased its Wintrust Financial (WTFC) stake by 0.46% in Q2 2026, buying an estimated $1.81K and bringing the position to 2,637 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #925.

Diversify Wealth Management first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Diversify Wealth Management held 2,637 shares of Wintrust Financial worth $419K as of Q2 2026.
  • Diversify Wealth Management bought 12 Wintrust Financial shares in Q2 2026, an estimated $1.81K.
  • Wintrust Financial made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #925 holding.
  • Diversify Wealth Management first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.