GWP
WTFC icon

Gen-Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Gen-Wealth Partners’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 		$24.1K Hold
150
– – 0.01% 471
2026
Q1 		$20.8K Hold
150
– – 0.01% 476
2025
Q4 		$21K Sell
150
-46
-23% -$6.12K 0.01% 471
2025
Q3 		$26K Hold
196
– – 0.01% 443
2025
Q2 		$24.3K Buy
196
+48
+32% +$5.5K 0.01% 398
2025
Q1 		$16.6K Hold
148
– – 0.01% 417
2024
Q4 		$18.5K Hold
148
– – 0.01% 431
2024
Q3 		$17.4K Buy
+148
New +$15.4K 0.01% 452

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

Gen-Wealth Partners's WTFC Position: Q2 2026 in Review

Gen-Wealth Partners held its Wintrust Financial (WTFC) position steady in Q2 2026 at 150 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #471.

Gen-Wealth Partners first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $26K in Q3 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Gen-Wealth Partners held 150 shares of Wintrust Financial worth $24.1K as of Q2 2026.
  • Gen-Wealth Partners left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #471 holding.
  • Gen-Wealth Partners first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • Gen-Wealth Partners's Wintrust Financial position peaked at $26K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.