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GW&K Investment Management’s Wintrust Financial WTFC Stock Holding History

GW&K Investment 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 		$60.1M Sell
373,649
-25,386
-6% -$3.82M 0.47% 70
2026
Q1 		$55.4M Sell
399,035
-12,178
-3% -$1.77M 0.49% 60
2025
Q4 		$57.5M Sell
411,213
-85,581
-17% -$11.4M 0.5% 63
2025
Q3 		$65.8M Sell
496,794
-21,879
-4% -$2.89M 0.58% 52
2025
Q2 		$64.3M Buy
518,673
+6,393
+1% +$733K 0.58% 50
2025
Q1 		$57.6M Sell
512,280
-1,472
-0.3% -$182K 0.53% 55
2024
Q4 		$64.1M Buy
513,752
+4,899
+1% +$605K 0.54% 55
2024
Q3 		$55.2M Sell
508,853
-7,752
-2% -$808K 0.47% 73
2024
Q2 		$50.9M Buy
516,605
+9,171
+2% +$898K 0.47% 80
2024
Q1 		$53M Sell
507,434
-9,935
-2% -$959K 0.47% 85
2023
Q4 		$48M Sell
517,369
-17,997
-3% -$1.49M 0.45% 85
2023
Q3 		$40.4M Sell
535,366
-21,812
-4% -$1.72M 0.41% 96
2023
Q2 		$40.5M Buy
557,178
+140,177
+34% +$9.56M 0.38% 105
2023
Q1 		$30.4M Buy
+417,001
New +$35.7M 0.29% 142

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

GW&K Investment Management's WTFC Position: Q2 2026 in Review

GW&K Investment Management reduced its Wintrust Financial (WTFC) stake by 6.4% in Q2 2026, selling an estimated $3.82M and leaving 373,649 shares worth $60.1M. The position accounts for 0.47% of the portfolio, ranked #70.

GW&K Investment Management first reported a position in WTFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $65.8M in Q3 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • GW&K Investment Management held 373,649 shares of Wintrust Financial worth $60.1M as of Q2 2026.
  • GW&K Investment Management sold 25,386 Wintrust Financial shares in Q2 2026, an estimated $3.82M.
  • Wintrust Financial made up 0.47% of GW&K Investment Management's portfolio in Q2 2026, its #70 holding.
  • GW&K Investment Management first reported a position in Wintrust Financial in Q1 2023 and has held it in 14 quarters since.
  • GW&K Investment Management's Wintrust Financial position peaked at $65.8M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.