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EP Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

EP Wealth Advisors’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 		$680K Buy
4,234
+1,066
+34% +$160K ﹤0.01% 889
2026
Q1 		$440K Sell
3,168
-3,237
-51% -$469K ﹤0.01% 960
2025
Q4 		$896K Buy
+6,405
New +$852K ﹤0.01% 652
2025
Q2 		$631K Buy
5,092
+467
+10% +$53.6K ﹤0.01% 698
2025
Q1 		$520K Sell
4,625
-170
-4% -$21K ﹤0.01% 693
2024
Q4 		$598K Sell
4,795
-1
-0% -$124 ﹤0.01% 640
2024
Q3 		$520K Buy
4,796
+1,077
+29% +$112K ﹤0.01% 682
2024
Q2 		$367K Buy
+3,719
New +$364K ﹤0.01% 604

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

EP Wealth Advisors's WTFC Position: Q2 2026 in Review

EP Wealth Advisors increased its Wintrust Financial (WTFC) stake by 34% in Q2 2026, buying an estimated $160K and bringing the position to 4,234 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

EP Wealth Advisors first reported a position in WTFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $896K in Q4 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • EP Wealth Advisors held 4,234 shares of Wintrust Financial worth $680K as of Q2 2026.
  • EP Wealth Advisors bought 1,066 Wintrust Financial shares in Q2 2026, an estimated $160K.
  • Wintrust Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #889 holding.
  • EP Wealth Advisors first reported a position in Wintrust Financial in Q2 2024 and has held it in 8 quarters since.
  • EP Wealth Advisors's Wintrust Financial position peaked at $896K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.