EI
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EFG International’s Wintrust Financial WTFC Stock Holding History

EFG International’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 		$5.91M Buy
36,764
+6,194
+20% +$932K 0.11% 159
2026
Q1 		$4.25M Buy
30,570
+2,949
+11% +$427K 0.09% 206
2025
Q4 		$3.86M Buy
+27,621
New +$3.67M 0.07% 231

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

EFG International's WTFC Position: Q2 2026 in Review

EFG International increased its Wintrust Financial (WTFC) stake by 20% in Q2 2026, buying an estimated $932K and bringing the position to 36,764 shares worth $5.91M. The position accounts for 0.11% of the portfolio, ranked #159.

EFG International first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • EFG International held 36,764 shares of Wintrust Financial worth $5.91M as of Q2 2026.
  • EFG International bought 6,194 Wintrust Financial shares in Q2 2026, an estimated $932K.
  • Wintrust Financial made up 0.11% of EFG International's portfolio in Q2 2026, its #159 holding.
  • EFG International first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.