Essential Partners
WTFC icon

Essential Partners’s Wintrust Financial WTFC Stock Holding History

Essential 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 		$27.8K Hold
196
– – 0.01% 802
2026
Q2 		$31.5K Buy
196
+174
+791% +$26.2K 0.01% 745
2026
Q1 		$3.06K Hold
22
– – ﹤0.01% 1812
2025
Q4 		$3.08K Buy
22
+9
+69% +$1.2K ﹤0.01% 1631
2025
Q3 		$1.72K Buy
13
+4
+44% +$528 ﹤0.01% 1840
2025
Q2 		$1.12K Buy
+9
New +$1.03K ﹤0.01% 1483

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Vest Financial
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Burney Company
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
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Wealth Enhancement Advisory Services
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Y-Intercept (HK)
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Essential Partners's WTFC Position: Q3 2026 in Review

Essential Partners held its Wintrust Financial (WTFC) position steady in Q3 2026 at 196 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #802.

Essential Partners first reported a position in WTFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $31.5K in Q2 2026. 77 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Essential Partners held 196 shares of Wintrust Financial worth $27.8K as of Q3 2026.
  • Essential Partners left its Wintrust Financial share count unchanged in Q3 2026.
  • Wintrust Financial made up 0.01% of Essential Partners's portfolio in Q3 2026, its #802 holding.
  • Essential Partners first reported a position in Wintrust Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Wintrust Financial position peaked at $31.5K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.