Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Wintrust Financial WTFC Stock Holding History

Fuller & Thaler Asset 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 		$123M Buy
764,128
+113,528
+17% +$17.1M 0.33% 101
2026
Q1 		$90.4M Sell
650,600
-826
-0.1% -$120K 0.3% 121
2025
Q4 		$91.1M Sell
651,426
-1,641
-0.3% -$218K 0.31% 116
2025
Q3 		$86.5M Sell
653,067
-791
-0.1% -$104K 0.29% 120
2025
Q2 		$81.1M Sell
653,858
-191,110
-23% -$21.9M 0.3% 122
2025
Q1 		$95M Sell
844,968
-288,396
-25% -$35.6M 0.37% 90
2024
Q4 		$141M Sell
1,133,364
-8,029
-0.7% -$992K 0.54% 54
2024
Q3 		$124M Sell
1,141,393
-2,372
-0.2% -$247K 0.49% 59
2024
Q2 		$113M Sell
1,143,765
-76,547
-6% -$7.5M 0.48% 64
2024
Q1 		$127M Sell
1,220,312
-21,372
-2% -$2.06M 0.56% 57
2023
Q4 		$115M Buy
1,241,684
+69,442
+6% +$5.74M 0.58% 55
2023
Q3 		$88.5M Buy
1,172,242
+207,606
+22% +$16.3M 0.51% 70
2023
Q2 		$70.1M Buy
964,636
+1,321
+0.1% +$90.1K 0.4% 90
2023
Q1 		$70.3M Buy
+963,315
New +$82.4M 0.41% 94
2018
Q3 		– Sell
-1,100
Closed -$96K – 741
2018
Q2 		$96K Hold
1,100
– – ﹤0.01% 539
2018
Q1 		$95K Buy
+1,100
New +$94.7K ﹤0.01% 529

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fuller & Thaler Asset Management's WTFC Position: Q2 2026 in Review

Fuller & Thaler Asset Management increased its Wintrust Financial (WTFC) stake by 17% in Q2 2026, buying an estimated $17.1M and bringing the position to 764,128 shares worth $123M. The position accounts for 0.33% of the portfolio, ranked #101.

Fuller & Thaler Asset Management first reported a position in WTFC in Q1 2018 and has held it in 16 quarters since. The position peaked at $141M in Q4 2024. 461 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Fuller & Thaler Asset Management held 764,128 shares of Wintrust Financial worth $123M as of Q2 2026.
  • Fuller & Thaler Asset Management bought 113,528 Wintrust Financial shares in Q2 2026, an estimated $17.1M.
  • Wintrust Financial made up 0.33% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #101 holding.
  • Fuller & Thaler Asset Management first reported a position in Wintrust Financial in Q1 2018 and has held it in 16 quarters since.
  • Fuller & Thaler Asset Management's Wintrust Financial position peaked at $141M in Q4 2024.
  • 461 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.