EverSource Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

EverSource 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	$38K	Sell	236 -114	-33%	-$17.2K	﹤0.01%	1952
2026 Q1	$48.6K	Buy	350 +24	+7%	+$3.48K	﹤0.01%	1910
2025 Q4	$45.6K	Sell	326 -69	-17%	-$9.18K	﹤0.01%	1802
2025 Q3	$52.3K	Sell	395 -5	-1%	-$660	﹤0.01%	1677
2025 Q2	$49.6K	Buy	400 +320	+400%	+$36.7K	﹤0.01%	1624
2025 Q1	$9K	Sell	80 -10	-11%	-$1.24K	﹤0.01%	2162
2024 Q4	$11.2K	Buy	90 +17	+23%	+$2.1K	﹤0.01%	1928
2024 Q3	$7.92K	Hold	73	–	–	﹤0.01%	1992
2024 Q2	$7.9K	Hold	73	–	–	﹤0.01%	1994
2024 Q1	$7.05K	Sell	73 -150	-67%	-$14.5K	﹤0.01%	1866
2023 Q4	$20.7K	Buy	223 +150	+205%	+$12.4K	﹤0.01%	1216
2023 Q3	$5.51K	Hold	73	–	–	﹤0.01%	1672
2023 Q2	$5.3K	Buy	73 +67	+1,117%	+$4.57K	﹤0.01%	1713
2023 Q1	$438	Buy	+6	New	+$513	﹤0.01%	2250

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Wintrust Financial (WTFC) stake by 33% in Q2 2026, selling an estimated $17.2K and leaving 236 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

EverSource Wealth Advisors first reported a position in WTFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $52.3K in Q3 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

EverSource Wealth Advisors held 236 shares of Wintrust Financial worth $38K as of Q2 2026.
EverSource Wealth Advisors sold 114 Wintrust Financial shares in Q2 2026, an estimated $17.2K.
Wintrust Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1952 holding.
EverSource Wealth Advisors first reported a position in Wintrust Financial in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's Wintrust Financial position peaked at $52.3K in Q3 2025.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.