EWP
WTFC icon

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
Q3 		$43.1K Buy
304
+212
+230% +$33K 0.01% 439
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 $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Elevation Wealth Partners's WTFC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Wintrust Financial (WTFC) stake by 230% in Q3 2026, buying an estimated $33K and bringing the position to 304 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #439.

Elevation Wealth Partners first reported a position in WTFC in Q3 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Elevation Wealth Partners held 304 shares of Wintrust Financial worth $43.1K as of Q3 2026.
  • Elevation Wealth Partners bought 212 Wintrust Financial shares in Q3 2026, an estimated $33K.
  • Wintrust Financial made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #439 holding.
  • Elevation Wealth Partners first reported a position in Wintrust Financial in Q3 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.