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Evergreen Capital Management’s Wintrust Financial WTFC Stock Holding History

Evergreen Capital Management’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 		$446K Buy
2,776
+92
+3% +$13.8K 0.01% 979
2026
Q1 		$373K Buy
2,684
+425
+19% +$61.6K 0.01% 983
2025
Q4 		$316K Sell
2,259
-931
-29% -$124K 0.01% 1002
2025
Q3 		$422K Buy
3,190
+1,141
+56% +$151K 0.01% 737
2025
Q2 		$254K Buy
2,049
+111
+6% +$12.7K 0.01% 879
2025
Q1 		$218K Buy
1,938
+44
+2% +$5.44K 0.01% 943
2024
Q4 		$236K Buy
+1,894
New +$234K 0.01% 876

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

Evergreen Capital Management's WTFC Position: Q2 2026 in Review

Evergreen Capital Management increased its Wintrust Financial (WTFC) stake by 3.4% in Q2 2026, buying an estimated $13.8K and bringing the position to 2,776 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #979.

Evergreen Capital Management first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Evergreen Capital Management held 2,776 shares of Wintrust Financial worth $446K as of Q2 2026.
  • Evergreen Capital Management bought 92 Wintrust Financial shares in Q2 2026, an estimated $13.8K.
  • Wintrust Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #979 holding.
  • Evergreen Capital Management first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.