Edgestream Partners’s Wintrust Financial WTFC Stock Holding History

Edgestream 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	$2.47M	Buy	+15,362	New	+$2.31M	0.07%	453
2025 Q3	–	Sell	-20,949	Closed	-$2.6M	–	1089
2025 Q2	$2.6M	Buy	+20,949	New	+$2.4M	0.07%	469
2025 Q1	–	Sell	-8,098	Closed	-$1.01M	–	1109
2024 Q4	$1.01M	Sell	8,098 -15,529	-66%	-$1.92M	0.04%	567
2024 Q3	$2.56M	Buy	+23,627	New	+$2.46M	0.11%	329
2024 Q1	–	Sell	-21,844	Closed	-$2.03M	–	1043
2023 Q4	$2.03M	Buy	+21,844	New	+$1.81M	0.15%	235

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

Edgestream Partners's WTFC Position: Q2 2026 in Review

Edgestream Partners opened a new position in Wintrust Financial (WTFC) in Q2 2026: 15,362 shares worth $2.47M. The stake represents 0.07% of the portfolio and ranks #453 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in WTFC as recently as Q2 2025.

Edgestream Partners first reported a position in WTFC in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.6M in Q2 2025. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Edgestream Partners held 15,362 shares of Wintrust Financial worth $2.47M as of Q2 2026.
Wintrust Financial was a new Edgestream Partners position in Q2 2026.
Wintrust Financial made up 0.07% of Edgestream Partners's portfolio in Q2 2026, its #453 holding.
Edgestream Partners first reported a position in Wintrust Financial in Q4 2023 and has held it in 5 quarters since.
Edgestream Partners's Wintrust Financial position peaked at $2.6M in Q2 2025.
598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.