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Greenleaf Trust’s Wintrust Financial WTFC Stock Holding History

Greenleaf Trust’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 		$907K Buy
5,641
+847
+18% +$127K 0.01% 377
2026
Q1 		$666K Buy
4,794
+53
+1% +$7.68K 0.01% 429
2025
Q4 		$663K Sell
4,741
-45
-0.9% -$5.99K 0.01% 432
2025
Q3 		$634K Buy
4,786
+1,034
+28% +$137K 0.01% 445
2025
Q2 		$465K Sell
3,752
-2,078
-36% -$238K ﹤0.01% 507
2025
Q1 		$656K Sell
5,830
-18
-0.3% -$2.22K 0.01% 427
2024
Q4 		$729K Buy
5,848
+3,098
+113% +$383K 0.01% 415
2024
Q3 		$298K Buy
2,750
+77
+3% +$8.03K ﹤0.01% 667
2024
Q2 		$263K Buy
2,673
+29
+1% +$2.84K ﹤0.01% 653
2024
Q1 		$276K Sell
2,644
-15
-0.6% -$1.45K ﹤0.01% 628
2023
Q4 		$247K Buy
+2,659
New +$220K ﹤0.01% 651
2023
Q1 		– Sell
-2,447
Closed -$207K – 793
2022
Q4 		$207K Sell
2,447
-160
-6% -$14.1K ﹤0.01% 697
2022
Q3 		$213K Sell
2,607
-82
-3% -$6.96K ﹤0.01% 651
2022
Q2 		$216K Sell
2,689
-404
-13% -$34.8K ﹤0.01% 655
2022
Q1 		$287K Sell
3,093
-60
-2% -$5.84K ﹤0.01% 612
2021
Q4 		$286K Sell
3,153
-29
-0.9% -$2.59K ﹤0.01% 616
2021
Q3 		$256K Sell
3,182
-13
-0.4% -$960 ﹤0.01% 621
2021
Q2 		$242K Buy
3,195
+156
+5% +$12.2K ﹤0.01% 648
2021
Q1 		$230K Buy
+3,039
New +$217K ﹤0.01% 649

Other funds holding WTFC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Greenleaf Trust's WTFC Position: Q2 2026 in Review

Greenleaf Trust increased its Wintrust Financial (WTFC) stake by 18% in Q2 2026, buying an estimated $127K and bringing the position to 5,641 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #377.

Greenleaf Trust first reported a position in WTFC in Q1 2021 and has held it in 19 quarters since. 83 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Greenleaf Trust held 5,641 shares of Wintrust Financial worth $907K as of Q2 2026.
  • Greenleaf Trust bought 847 Wintrust Financial shares in Q2 2026, an estimated $127K.
  • Wintrust Financial made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #377 holding.
  • Greenleaf Trust first reported a position in Wintrust Financial in Q1 2021 and has held it in 19 quarters since.
  • 83 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.