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
Q2 		$1.84M Buy
11,443
+532
+5% +$80K ﹤0.01% 1393
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 $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 $3.38T AUM 44.17% 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

Focus Partners Wealth's WTFC Position: Q2 2026 in Review

Focus Partners Wealth increased its Wintrust Financial (WTFC) stake by 4.9% in Q2 2026, buying an estimated $80K and bringing the position to 11,443 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Focus Partners Wealth first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Focus Partners Wealth held 11,443 shares of Wintrust Financial worth $1.84M as of Q2 2026.
  • Focus Partners Wealth bought 532 Wintrust Financial shares in Q2 2026, an estimated $80K.
  • Wintrust Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1393 holding.
  • Focus Partners Wealth first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.