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Farther Finance Advisors’s Wintrust Financial WTFC Stock Holding History

Farther Finance 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
Q3 		$233K Sell
1,645
-78
-5% -$12.1K ﹤0.01% 2177
2026
Q2 		$277K Buy
1,723
+309
+22% +$46.5K ﹤0.01% 2004
2026
Q1 		$198K Buy
1,414
+85
+6% +$12.3K ﹤0.01% 2025
2025
Q4 		$186K Buy
1,329
+529
+66% +$70.4K ﹤0.01% 1953
2025
Q3 		$106K Buy
800
+199
+33% +$26.3K ﹤0.01% 2009
2025
Q2 		$74.5K Buy
601
+102
+20% +$11.7K ﹤0.01% 1911
2025
Q1 		$56.2K Buy
499
+39
+8% +$4.82K ﹤0.01% 1836
2024
Q4 		$57.4K Buy
460
+9
+2% +$1.11K ﹤0.01% 1587
2024
Q3 		$49K Buy
451
+85
+23% +$8.86K ﹤0.01% 1673
2024
Q2 		$36.4K Buy
366
+344
+1,564% +$33.7K ﹤0.01% 1540
2024
Q1 		$2.27K Buy
22
+7
+47% +$676 ﹤0.01% 2434
2023
Q4 		$1.39K Buy
15
+6
+67% +$496 ﹤0.01% 2592
2023
Q3 		$680 Hold
9
– – ﹤0.01% 2185
2023
Q2 		$654 Hold
9
– – ﹤0.01% 2073
2023
Q1 		$657 Hold
9
– – ﹤0.01% 1937
2022
Q4 		$761 Buy
+9
New +$795 ﹤0.01% 1718

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Farther Finance Advisors's WTFC Position: Q3 2026 in Review

Farther Finance Advisors reduced its Wintrust Financial (WTFC) stake by 4.5% in Q3 2026, selling an estimated $12.1K and leaving 1,645 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Farther Finance Advisors first reported a position in WTFC in Q4 2022 and has held it in 16 quarters since. The position peaked at $277K in Q2 2026. 15 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Farther Finance Advisors held 1,645 shares of Wintrust Financial worth $233K as of Q3 2026.
  • Farther Finance Advisors sold 78 Wintrust Financial shares in Q3 2026, an estimated $12.1K.
  • Wintrust Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2177 holding.
  • Farther Finance Advisors first reported a position in Wintrust Financial in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Wintrust Financial position peaked at $277K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.