HFM
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Harvest Fund Management’s Wintrust Financial WTFC Stock Holding History

Harvest Fund 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 		$60K Hold
376
– – ﹤0.01% 330
2026
Q1 		$52K Sell
376
-6,336
-94% -$918K ﹤0.01% 350
2025
Q4 		$809K Buy
6,712
+376
+6% +$50K 0.03% 204
2025
Q3 		$756K Hold
6,336
– – 0.03% 216
2025
Q2 		$753K Buy
6,336
+376
+6% +$43.1K 0.04% 206
2025
Q1 		$706K Buy
5,960
+2,980
+100% +$368K 0.04% 236
2024
Q4 		$371K Buy
2,980
+1,678
+129% +$207K 0.02% 380
2024
Q3 		$141K Hold
1,302
– – 0.01% 377
2024
Q2 		$128K Hold
1,302
– – 0.01% 383
2024
Q1 		$136K Hold
1,302
– – 0.01% 380
2023
Q4 		$122K Buy
1,302
+747
+135% +$61.8K 0.02% 298
2023
Q3 		$42K Sell
555
-526
-49% -$41.4K 0.01% 424
2023
Q2 		$79K Hold
1,081
– – 0.02% 361
2023
Q1 		$79K Hold
1,081
– – 0.02% 394
2022
Q4 		$91K Hold
1,081
– – 0.02% 362
2022
Q3 		$88K Hold
1,081
– – 0.03% 322
2022
Q2 		$87K Hold
1,081
– – 0.02% 333
2022
Q1 		$100K Hold
1,081
– – 0.02% 351
2021
Q4 		$98K Buy
1,081
+671
+164% +$59.9K 0.02% 340
2021
Q3 		$32K Hold
410
– – 0.01% 515
2021
Q2 		$31K Hold
410
– – ﹤0.01% 558
2021
Q1 		$31K Buy
+410
New +$29.3K ﹤0.01% 550

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

Harvest Fund Management's WTFC Position: Q2 2026 in Review

Harvest Fund Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 376 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Harvest Fund Management first reported a position in WTFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $809K in Q4 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Harvest Fund Management held 376 shares of Wintrust Financial worth $60K as of Q2 2026.
  • Harvest Fund Management left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Harvest Fund Management's portfolio in Q2 2026, its #330 holding.
  • Harvest Fund Management first reported a position in Wintrust Financial in Q1 2021 and has held it in 22 quarters since.
  • Harvest Fund Management's Wintrust Financial position peaked at $809K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.