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Hartline Investment Corp’s Wintrust Financial WTFC Stock Holding History

Hartline Investment Corp’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
Q1 		$208K Hold
1,500
– – 0.02% 105
2025
Q4 		$210K Buy
+1,500
New +$199K 0.02% 105

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hartline Investment Corp's WTFC Position: Q1 2026 in Review

Hartline Investment Corp held its Wintrust Financial (WTFC) position steady in Q1 2026 at 1,500 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #105.

Hartline Investment Corp first reported a position in WTFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $210K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Hartline Investment Corp held 1,500 shares of Wintrust Financial worth $208K as of Q1 2026.
  • Hartline Investment Corp left its Wintrust Financial share count unchanged in Q1 2026.
  • Wintrust Financial made up 0.02% of Hartline Investment Corp's portfolio in Q1 2026, its #105 holding.
  • Hartline Investment Corp first reported a position in Wintrust Financial in Q4 2025 and has held it in 2 quarters since.
  • Hartline Investment Corp's Wintrust Financial position peaked at $210K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Hartline Investment Corp's 13F filing for Q1 2026, filed 29 Apr 2026.