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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
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

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

Essential Partners's WTFC Position: Q2 2026 in Review

Essential Partners increased its Wintrust Financial (WTFC) stake by 791% in Q2 2026, buying an estimated $26.2K and bringing the position to 196 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #745.

Essential Partners first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Essential Partners held 196 shares of Wintrust Financial worth $31.5K as of Q2 2026.
  • Essential Partners bought 174 Wintrust Financial shares in Q2 2026, an estimated $26.2K.
  • Wintrust Financial made up 0.01% of Essential Partners's portfolio in Q2 2026, its #745 holding.
  • Essential Partners first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.