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Forum Financial Management’s Wintrust Financial WTFC Stock Holding History

Forum Financial Management’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 		$615K Hold
3,825
– – 0.01% 182
2026
Q1 		$531K Sell
3,825
-2,691
-41% -$390K 0.01% 188
2025
Q4 		$911K Buy
6,516
+1
+0% +$133 0.01% 271
2025
Q3 		$863K Buy
6,515
+141
+2% +$18.6K 0.01% 273
2025
Q2 		$790K Buy
6,374
+280
+5% +$32.1K 0.01% 259
2025
Q1 		$685K Sell
6,094
-35
-0.6% -$4.33K 0.01% 279
2024
Q4 		$764K Buy
6,129
+64
+1% +$7.91K 0.01% 258
2024
Q3 		$658K Buy
6,065
+166
+3% +$17.3K 0.01% 259
2024
Q2 		$581K Sell
5,899
-4,997
-46% -$489K 0.01% 267
2024
Q1 		$1.14M Hold
10,896
– – 0.02% 173
2023
Q4 		$1.01M Buy
10,896
+344
+3% +$28.4K 0.02% 164
2023
Q3 		$797K Hold
10,552
– – 0.02% 186
2023
Q2 		$766K Hold
10,552
– – 0.02% 198
2023
Q1 		$770K Buy
10,552
+75
+0.7% +$6.41K 0.02% 178
2022
Q4 		$886K Hold
10,477
– – 0.03% 150
2022
Q3 		$854K Buy
10,477
+3,488
+50% +$296K 0.04% 131
2022
Q2 		$560K Sell
6,989
-118
-2% -$10.2K 0.03% 207
2022
Q1 		$660K Buy
7,107
+119
+2% +$11.6K 0.03% 192
2021
Q4 		$635K Buy
+6,988
New +$624K 0.03% 196

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

Forum Financial Management's WTFC Position: Q2 2026 in Review

Forum Financial Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 3,825 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #182.

Forum Financial Management first reported a position in WTFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q1 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Forum Financial Management held 3,825 shares of Wintrust Financial worth $615K as of Q2 2026.
  • Forum Financial Management left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #182 holding.
  • Forum Financial Management first reported a position in Wintrust Financial in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Wintrust Financial position peaked at $1.14M in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.