Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Wintrust Financial WTFC Stock Holding History

Envestnet Portfolio Solutions’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 		$551K Buy
3,426
+168
+5% +$25.3K ﹤0.01% 948
2026
Q1 		$453K Sell
3,258
-550
-14% -$79.7K ﹤0.01% 949
2025
Q4 		$532K Sell
3,808
-134
-3% -$17.8K ﹤0.01% 1029
2025
Q3 		$522K Sell
3,942
-266
-6% -$35.1K ﹤0.01% 1010
2025
Q2 		$522K Sell
4,208
-418
-9% -$47.9K ﹤0.01% 1082
2025
Q1 		$520K Sell
4,626
-906
-16% -$112K ﹤0.01% 1031
2024
Q4 		$690K Buy
5,532
+324
+6% +$40K ﹤0.01% 1086
2024
Q3 		$565K Sell
5,208
-19
-0.4% -$1.98K ﹤0.01% 1134
2024
Q2 		$515K Buy
5,227
+525
+11% +$51.4K ﹤0.01% 1130
2024
Q1 		$491K Buy
4,702
+691
+17% +$66.7K ﹤0.01% 1132
2023
Q4 		$372K Buy
4,011
+232
+6% +$19.2K ﹤0.01% 1184
2023
Q3 		$285K Buy
+3,779
New +$297K ﹤0.01% 1253

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

Envestnet Portfolio Solutions's WTFC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Wintrust Financial (WTFC) stake by 5.2% in Q2 2026, buying an estimated $25.3K and bringing the position to 3,426 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Envestnet Portfolio Solutions first reported a position in WTFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $690K in Q4 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,426 shares of Wintrust Financial worth $551K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 168 Wintrust Financial shares in Q2 2026, an estimated $25.3K.
  • Wintrust Financial made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #948 holding.
  • Envestnet Portfolio Solutions first reported a position in Wintrust Financial in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Wintrust Financial position peaked at $690K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.