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GeoWealth Management’s Wintrust Financial WTFC Stock Holding History

GeoWealth 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 		– Sell
-1,198
Closed -$167K – 953
2026
Q1 		$167K Buy
+1,198
New +$174K 0.01% 756
2025
Q3 		– Sell
-883
Closed -$109K – 1248
2025
Q2 		$109K Buy
+883
New +$101K ﹤0.01% 793
2025
Q1 		– Sell
-493
Closed -$61.5K – 1793
2024
Q4 		$61.5K Sell
493
-39
-7% -$4.82K ﹤0.01% 1091
2024
Q3 		$57.7K Buy
+532
New +$55.5K ﹤0.01% 1028

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

GeoWealth Management's WTFC Position: Q2 2026 in Review

GeoWealth Management sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 1,198 shares — an estimated $167K sold.

GeoWealth Management first reported a position in WTFC in Q3 2024 and held it in 4 quarters. The position peaked at $167K in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • GeoWealth Management reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 1,198 Wintrust Financial shares in Q2 2026, an estimated $167K.
  • GeoWealth Management first reported a position in Wintrust Financial in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Wintrust Financial position peaked at $167K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.