FTWA
WTFC icon

Fifth Third Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Fifth Third 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 		$377K Buy
2,346
+230
+11% +$34.6K 0.01% 599
2026
Q1 		$294K Buy
2,116
+258
+14% +$37.4K 0.01% 612
2025
Q4 		$260K Sell
1,858
-3
-0.2% -$399 0.01% 642
2025
Q3 		$246K Buy
1,861
+9
+0.5% +$1.19K 0.01% 642
2025
Q2 		$230K Buy
1,852
+10
+0.5% +$1.15K 0.01% 649
2025
Q1 		$207K Buy
1,842
+6
+0.3% +$741 0.01% 669
2024
Q4 		$229K Sell
1,836
-252
-12% -$31.1K 0.01% 628
2024
Q3 		$227K Buy
+2,088
New +$218K 0.01% 589

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

Fifth Third Wealth Advisors's WTFC Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Wintrust Financial (WTFC) stake by 11% in Q2 2026, buying an estimated $34.6K and bringing the position to 2,346 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #599.

Fifth Third Wealth Advisors first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Fifth Third Wealth Advisors held 2,346 shares of Wintrust Financial worth $377K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 230 Wintrust Financial shares in Q2 2026, an estimated $34.6K.
  • Wintrust Financial made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #599 holding.
  • Fifth Third Wealth Advisors first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.