EARNEST Partners
WTFC icon

EARNEST Partners’s Wintrust Financial WTFC Stock Holding History

EARNEST Partners’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 		$221M Sell
1,374,559
-26,075
-2% -$3.92M 0.8% 35
2026
Q1 		$195M Sell
1,400,634
-39,471
-3% -$5.72M 0.8% 35
2025
Q4 		$201M Sell
1,440,105
-1,913
-0.1% -$254K 0.86% 26
2025
Q3 		$191M Buy
1,442,018
+8,048
+0.6% +$1.06M 0.83% 29
2025
Q2 		$178M Buy
1,433,970
+23,197
+2% +$2.66M 0.8% 33
2025
Q1 		$159M Buy
1,410,773
+97,587
+7% +$12.1M 0.76% 37
2024
Q4 		$164M Buy
+1,313,186
New +$162M 0.73% 42

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EARNEST Partners's WTFC Position: Q2 2026 in Review

EARNEST Partners reduced its Wintrust Financial (WTFC) stake by 1.9% in Q2 2026, selling an estimated $3.92M and leaving 1,374,559 shares worth $221M. The position accounts for 0.8% of the portfolio, ranked #35.

EARNEST Partners first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • EARNEST Partners held 1,374,559 shares of Wintrust Financial worth $221M as of Q2 2026.
  • EARNEST Partners sold 26,075 Wintrust Financial shares in Q2 2026, an estimated $3.92M.
  • Wintrust Financial made up 0.8% of EARNEST Partners's portfolio in Q2 2026, its #35 holding.
  • EARNEST Partners first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on EARNEST Partners's 13F filing for Q2 2026, filed 13 Aug 2026.