GI
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GAMMA Investing’s Wintrust Financial WTFC Stock Holding History

GAMMA Investing’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
Q3 		$444K Buy
3,133
+863
+38% +$134K 0.02% 767
2026
Q2 		$365K Buy
2,270
+278
+14% +$41.8K 0.01% 828
2026
Q1 		$277K Buy
1,992
+237
+14% +$34.4K 0.01% 897
2025
Q4 		$245K Buy
1,755
+77
+5% +$10.2K 0.01% 891
2025
Q3 		$222K Buy
1,678
+287
+21% +$37.9K 0.01% 908
2025
Q2 		$172K Sell
1,391
-993
-42% -$114K 0.01% 1016
2025
Q1 		$268K Buy
2,384
+1,128
+90% +$139K 0.02% 630
2024
Q4 		$157K Buy
1,256
+242
+24% +$29.9K 0.01% 821
2024
Q3 		$110K Buy
1,014
+196
+24% +$20.4K 0.01% 934
2024
Q2 		$80.6K Buy
818
+315
+63% +$30.9K 0.01% 894
2024
Q1 		$52.5K Buy
503
+81
+19% +$7.82K 0.01% 1016
2023
Q4 		$40.9K Buy
+422
New +$34.9K 0.01% 1019

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GAMMA Investing's WTFC Position: Q3 2026 in Review

GAMMA Investing increased its Wintrust Financial (WTFC) stake by 38% in Q3 2026, buying an estimated $134K and bringing the position to 3,133 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #767.

GAMMA Investing first reported a position in WTFC in Q4 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • GAMMA Investing held 3,133 shares of Wintrust Financial worth $444K as of Q3 2026.
  • GAMMA Investing bought 863 Wintrust Financial shares in Q3 2026, an estimated $134K.
  • Wintrust Financial made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #767 holding.
  • GAMMA Investing first reported a position in Wintrust Financial in Q4 2023 and has held it in 12 quarters since.
  • 15 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.