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High Note Wealth’s Wintrust Financial WTFC Stock Holding History

High Note Wealth’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 		$7.39K Hold
46
– – ﹤0.01% 477
2026
Q1 		$6.39K Hold
46
– – ﹤0.01% 461
2025
Q4 		$6.43K Hold
46
– – ﹤0.01% 421
2025
Q3 		$6.09K Hold
46
– – ﹤0.01% 390
2025
Q2 		$5.7K Hold
46
– – ﹤0.01% 382
2025
Q1 		$5.17K Hold
46
– – ﹤0.01% 398
2024
Q4 		$5.74K Buy
+46
New +$5.68K ﹤0.01% 389

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

High Note Wealth's WTFC Position: Q2 2026 in Review

High Note Wealth held its Wintrust Financial (WTFC) position steady in Q2 2026 at 46 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

High Note Wealth first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • High Note Wealth held 46 shares of Wintrust Financial worth $7.39K as of Q2 2026.
  • High Note Wealth left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #477 holding.
  • High Note Wealth first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.