Focus Partners Wealth
WTFC icon

Focus Partners Wealth’s Wintrust Financial WTFC Stock Holding History

Focus Partners Wealth’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
Q1 		$1.53M Buy
10,911
+4,812
+79% +$697K ﹤0.01% 1432
2025
Q4 		$853K Buy
+6,099
New +$811K ﹤0.01% 1697

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's WTFC Position: Q1 2026 in Review

Focus Partners Wealth increased its Wintrust Financial (WTFC) stake by 79% in Q1 2026, buying an estimated $697K and bringing the position to 10,911 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Focus Partners Wealth first reported a position in WTFC in Q4 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Focus Partners Wealth held 10,911 shares of Wintrust Financial worth $1.53M as of Q1 2026.
  • Focus Partners Wealth bought 4,812 Wintrust Financial shares in Q1 2026, an estimated $697K.
  • Wintrust Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1432 holding.
  • Focus Partners Wealth first reported a position in Wintrust Financial in Q4 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.