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Horizon Investments’s Wintrust Financial WTFC Stock Holding History

Horizon Investments’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 		$214K Sell
1,538
-31,749
-95% -$4.6M ﹤0.01% 970
2025
Q4 		$4.65M Buy
33,287
+14,776
+80% +$1.97M 0.06% 257
2025
Q3 		$2.44M Buy
+18,511
New +$2.44M 0.03% 409
2024
Q4 		– Sell
-18
Closed -$1.95K – 932
2024
Q3 		$1.95K Buy
18
+7
+64% +$730 ﹤0.01% 708
2024
Q2 		$1.08K Hold
11
– – ﹤0.01% 751
2024
Q1 		$1.14K Buy
11
+5
+83% +$483 ﹤0.01% 733
2023
Q4 		$554 Buy
6
+3
+100% +$248 ﹤0.01% 717
2023
Q3 		$225 Buy
+3
New +$236 ﹤0.01% 777
2023
Q2 		– Sell
-3
Closed -$217 – 804
2023
Q1 		$217 Buy
+3
New +$257 ﹤0.01% 754

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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 $3.37T AUM 44.26% 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

Horizon Investments's WTFC Position: Q1 2026 in Review

Horizon Investments reduced its Wintrust Financial (WTFC) stake by 95% in Q1 2026, selling an estimated $4.6M and leaving 1,538 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Horizon Investments first reported a position in WTFC in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.65M in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Horizon Investments held 1,538 shares of Wintrust Financial worth $214K as of Q1 2026.
  • Horizon Investments sold 31,749 Wintrust Financial shares in Q1 2026, an estimated $4.6M.
  • Wintrust Financial made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #970 holding.
  • Horizon Investments first reported a position in Wintrust Financial in Q1 2023 and has held it in 9 quarters since.
  • Horizon Investments's Wintrust Financial position peaked at $4.65M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.