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HighPoint Advisor Group’s Wintrust Financial WTFC Stock Holding History

HighPoint Advisor Group’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 		– Sell
-3,898
Closed -$545K – 1047
2025
Q4 		$545K Sell
3,898
-337
-8% -$44.8K 0.01% 643
2025
Q3 		$561K Buy
4,235
+168
+4% +$22.2K 0.03% 367
2025
Q2 		$504K Buy
4,067
+16
+0.4% +$1.83K 0.03% 372
2025
Q1 		$458K Buy
4,051
+167
+4% +$20.6K 0.03% 381
2024
Q4 		$514K Sell
3,884
-62
-2% -$7.66K 0.03% 370
2024
Q3 		$451K Buy
3,946
+123
+3% +$12.8K 0.03% 378
2024
Q2 		$419K Sell
3,823
-36
-0.9% -$3.53K 0.03% 390
2024
Q1 		$392K Buy
3,859
+25
+0.7% +$2.41K 0.03% 407
2023
Q4 		$385K Buy
+3,834
New +$317K 0.03% 412
2022
Q2 		$250K Buy
+3,134
New +$270K 0.03% 434
2021
Q3 		$231K Buy
2,877
+4
+0.1% +$295 0.02% 470
2021
Q2 		$217K Sell
2,873
-325
-10% -$25.4K 0.02% 483
2021
Q1 		$245K Buy
3,198
+249
+8% +$17.8K 0.03% 413
2020
Q4 		$201K Buy
+2,949
New +$159K 0.02% 434

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighPoint Advisor Group's WTFC Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 3,898 shares — an estimated $545K sold.

HighPoint Advisor Group first reported a position in WTFC in Q4 2020 and held it in 14 quarters. The position peaked at $561K in Q3 2025. 555 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,898 Wintrust Financial shares in Q1 2026, an estimated $545K.
  • HighPoint Advisor Group first reported a position in Wintrust Financial in Q4 2020 and held it in 14 quarters.
  • HighPoint Advisor Group's Wintrust Financial position peaked at $561K in Q3 2025.
  • 555 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.