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F/M Investments’s Wintrust Financial WTFC Stock Holding History

F/M Investments’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 		$921K Buy
5,732
+2,321
+68% +$349K 0.05% 193
2026
Q1 		$474K Sell
3,411
-67,446
-95% -$9.78M 0.03% 237
2025
Q4 		$9.91M Buy
70,857
+27,013
+62% +$3.59M 0.38% 57
2025
Q3 		$5.81M Sell
43,844
-282
-0.6% -$37.2K 0.22% 101
2025
Q2 		$5.47M Buy
44,126
+274
+0.6% +$31.4K 0.2% 106
2025
Q1 		$4.93M Buy
43,852
+205
+0.5% +$25.3K 0.2% 108
2024
Q4 		$5.44M Sell
43,647
-77,183
-64% -$9.53M 0.2% 110
2024
Q3 		$13.1M Buy
120,830
+593
+0.5% +$61.8K 0.41% 64
2024
Q2 		$11.9M Buy
+120,237
New +$11.8M 0.43% 64

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

F/M Investments's WTFC Position: Q2 2026 in Review

F/M Investments increased its Wintrust Financial (WTFC) stake by 68% in Q2 2026, buying an estimated $349K and bringing the position to 5,732 shares worth $921K. The position accounts for 0.05% of the portfolio, ranked #193.

F/M Investments first reported a position in WTFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.1M in Q3 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • F/M Investments held 5,732 shares of Wintrust Financial worth $921K as of Q2 2026.
  • F/M Investments bought 2,321 Wintrust Financial shares in Q2 2026, an estimated $349K.
  • Wintrust Financial made up 0.05% of F/M Investments's portfolio in Q2 2026, its #193 holding.
  • F/M Investments first reported a position in Wintrust Financial in Q2 2024 and has held it in 9 quarters since.
  • F/M Investments's Wintrust Financial position peaked at $13.1M in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.