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Emerald Investment Advisers’s Wintrust Financial WTFC Stock Holding History

Emerald Investment Advisers’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 		$13.2M Buy
81,946
+5,414
+7% +$815K 0.88% 18
2026
Q1 		$10.6M Buy
+76,532
New +$11.1M 0.96% 14

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
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

Emerald Investment Advisers's WTFC Position: Q2 2026 in Review

Emerald Investment Advisers increased its Wintrust Financial (WTFC) stake by 7.1% in Q2 2026, buying an estimated $815K and bringing the position to 81,946 shares worth $13.2M. The position accounts for 0.88% of the portfolio, ranked #18.

Emerald Investment Advisers first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. 594 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Emerald Investment Advisers held 81,946 shares of Wintrust Financial worth $13.2M as of Q2 2026.
  • Emerald Investment Advisers bought 5,414 Wintrust Financial shares in Q2 2026, an estimated $815K.
  • Wintrust Financial made up 0.88% of Emerald Investment Advisers's portfolio in Q2 2026, its #18 holding.
  • Emerald Investment Advisers first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
  • 594 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.