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Drive Wealth Management’s Wintrust Financial WTFC Stock Holding History

Drive 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 		$260K Sell
1,619
-19
-1% -$2.86K 0.05% 341
2026
Q1 		$228K Sell
1,638
-1
-0.1% -$145 0.05% 320
2025
Q4 		$229K Buy
1,639
+3
+0.2% +$399 0.04% 330
2025
Q3 		$217K Buy
1,636
+5
+0.3% +$660 0.05% 320
2025
Q2 		$202K Buy
+1,631
New +$187K 0.04% 320
2025
Q1 		– Sell
-1,719
Closed -$214K – 390
2024
Q4 		$214K Buy
+1,719
New +$212K 0.05% 295

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 $3.38T AUM 44.17% 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

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

Drive Wealth Management reduced its Wintrust Financial (WTFC) stake by 1.2% in Q2 2026, selling an estimated $2.86K and leaving 1,619 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #341.

Drive Wealth Management first reported a position in WTFC in Q4 2024 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Drive Wealth Management held 1,619 shares of Wintrust Financial worth $260K as of Q2 2026.
  • Drive Wealth Management sold 19 Wintrust Financial shares in Q2 2026, an estimated $2.86K.
  • Wintrust Financial made up 0.05% of Drive Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Drive Wealth Management first reported a position in Wintrust Financial in Q4 2024 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.