Dmitry Balyasny’s Wintrust Financial WTFC Stock Holding History

Dmitry Balyasny’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
2021 Q2	–	Sell	-280,100	Closed	-$21.2M	–	2405
2021 Q1	$21.2M	Buy	+280,100	New	+$20M	0.1%	265

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dmitry Balyasny's WTFC Position: Q2 2026 in Review

Dmitry Balyasny sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 4,312 shares — an estimated $599K sold.

Dmitry Balyasny first reported a position in WTFC in Q1 2015 and held it in 30 quarters. The position peaked at $40.5M in Q4 2021. 594 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Dmitry Balyasny reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 4,312 Wintrust Financial shares in Q2 2026, an estimated $599K.
Dmitry Balyasny first reported a position in Wintrust Financial in Q1 2015 and held it in 30 quarters.
Dmitry Balyasny's Wintrust Financial position peaked at $40.5M in Q4 2021.
594 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.