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WELLINGTON-ALTUS USA INC.’s Wintrust Financial WTFC Stock Holding History

WELLINGTON-ALTUS USA 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 		$35.8K Hold
258
– – 0.03% 372
2026
Q1 		$41.5K Sell
258
-58
-18% -$8.41K 0.02% 375
2025
Q4 		$44.2K Buy
+316
New +$42K 0.03% 321

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

WELLINGTON-ALTUS USA INC.'s WTFC Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Wintrust Financial (WTFC) position steady in Q2 2026 at 258 shares worth $35.8K. The position accounts for 0.03% of the portfolio, ranked #372.

WELLINGTON-ALTUS USA INC. first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.2K in Q4 2025. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 258 shares of Wintrust Financial worth $35.8K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.03% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #372 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Wintrust Financial position peaked at $44.2K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.