HWP
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Highline Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Highline Wealth Partners’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 		$5.3K Hold
33
– – ﹤0.01% 845
2026
Q1 		$4.58K Hold
33
– – ﹤0.01% 754
2025
Q4 		$4.61K Hold
33
– – ﹤0.01% 580
2025
Q3 		$4.37K Hold
33
– – ﹤0.01% 611
2025
Q2 		$4.09K Hold
33
– – ﹤0.01% 492
2025
Q1 		$3.71K Buy
+33
New +$4.08K ﹤0.01% 500

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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Highline Wealth Partners's WTFC Position: Q2 2026 in Review

Highline Wealth Partners held its Wintrust Financial (WTFC) position steady in Q2 2026 at 33 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Highline Wealth Partners first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Highline Wealth Partners held 33 shares of Wintrust Financial worth $5.3K as of Q2 2026.
  • Highline Wealth Partners left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #845 holding.
  • Highline Wealth Partners first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.