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Ethic Inc’s Wintrust Financial WTFC Stock Holding History

Ethic Inc’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
4,233
+438
+12% +$65.9K 0.01% 831
2026
Q1 		$527K Buy
3,795
+595
+19% +$86.2K 0.01% 862
2025
Q4 		$447K Sell
3,200
-357
-10% -$47.5K 0.01% 884
2025
Q3 		$471K Sell
3,557
-87
-2% -$11.5K 0.01% 854
2025
Q2 		$449K Sell
3,644
-2,242
-38% -$257K 0.01% 850
2025
Q1 		$662K Sell
5,886
-728
-11% -$90K 0.01% 698
2024
Q4 		$825K Sell
6,614
-332
-5% -$41K 0.02% 651
2024
Q3 		$725K Sell
6,946
-308
-4% -$32.1K 0.02% 664
2024
Q2 		$715K Buy
7,254
+308
+4% +$30.2K 0.02% 664
2024
Q1 		$725K Buy
6,946
+784
+13% +$75.7K 0.02% 664
2023
Q4 		$572K Buy
+6,162
New +$509K 0.02% 696

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Ethic Inc's WTFC Position: Q2 2026 in Review

Ethic Inc increased its Wintrust Financial (WTFC) stake by 12% in Q2 2026, buying an estimated $65.9K and bringing the position to 4,233 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #831.

Ethic Inc first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $825K in Q4 2024. 167 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Ethic Inc held 4,233 shares of Wintrust Financial worth $680K as of Q2 2026.
  • Ethic Inc bought 438 Wintrust Financial shares in Q2 2026, an estimated $65.9K.
  • Wintrust Financial made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #831 holding.
  • Ethic Inc first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • Ethic Inc's Wintrust Financial position peaked at $825K in Q4 2024.
  • 167 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.