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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
Q2 		$6.7M Buy
41,809
+40,271
+2,618% +$6.06M 0.07% 229
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 $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 $3.38T AUM 44.17% 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

Horizon Investments's WTFC Position: Q2 2026 in Review

Horizon Investments increased its Wintrust Financial (WTFC) stake by 2,618% in Q2 2026, buying an estimated $6.06M and bringing the position to 41,809 shares worth $6.7M. The position accounts for 0.07% of the portfolio, ranked #229.

Horizon Investments first reported a position in WTFC in Q1 2023 and has held it in 10 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Horizon Investments held 41,809 shares of Wintrust Financial worth $6.7M as of Q2 2026.
  • Horizon Investments bought 40,271 Wintrust Financial shares in Q2 2026, an estimated $6.06M.
  • Wintrust Financial made up 0.07% of Horizon Investments's portfolio in Q2 2026, its #229 holding.
  • Horizon Investments first reported a position in Wintrust Financial in Q1 2023 and has held it in 10 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.