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Fortitude Family Office’s Wintrust Financial WTFC Stock Holding History

Fortitude Family Office’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 		$9.32K Buy
58
+1
+2% +$150 ﹤0.01% 802
2026
Q1 		$7.92K Buy
57
+25
+78% +$3.62K ﹤0.01% 738
2025
Q4 		$4.47K Buy
32
+4
+14% +$532 ﹤0.01% 850
2025
Q3 		$3.71K Hold
28
– – ﹤0.01% 931
2025
Q2 		$3.47K Buy
+28
New +$3.21K ﹤0.01% 937
2025
Q1 		– Sell
-9
Closed -$1.12K – 1290
2024
Q4 		$1.12K Hold
9
– – ﹤0.01% 1123
2024
Q3 		$977 Buy
+9
New +$939 ﹤0.01% 1106

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

Fortitude Family Office's WTFC Position: Q2 2026 in Review

Fortitude Family Office increased its Wintrust Financial (WTFC) stake by 1.8% in Q2 2026, buying an estimated $150 and bringing the position to 58 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Fortitude Family Office first reported a position in WTFC in Q3 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Fortitude Family Office held 58 shares of Wintrust Financial worth $9.32K as of Q2 2026.
  • Fortitude Family Office bought 1 Wintrust Financial share in Q2 2026, an estimated $150.
  • Wintrust Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #802 holding.
  • Fortitude Family Office first reported a position in Wintrust Financial in Q3 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.