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Elevation Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Elevation Wealth 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 		$14.8K Buy
+92
New +$13.8K ﹤0.01% 680
2025
Q4 		– Sell
-5
Closed -$663 – 1035
2025
Q3 		$663 Buy
+5
New +$660 ﹤0.01% 787

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Elevation Wealth Partners's WTFC Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Wintrust Financial (WTFC) in Q2 2026: 92 shares worth $14.8K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in WTFC as recently as Q3 2025.

Elevation Wealth Partners first reported a position in WTFC in Q3 2025 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Elevation Wealth Partners held 92 shares of Wintrust Financial worth $14.8K as of Q2 2026.
  • Wintrust Financial was a new Elevation Wealth Partners position in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #680 holding.
  • Elevation Wealth Partners first reported a position in Wintrust Financial in Q3 2025 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.