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Hughes Financial Services’s Wintrust Financial WTFC Stock Holding History

Hughes Financial Services’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 		$2.73K Buy
17
+5
+42% +$752 ﹤0.01% 689
2026
Q1 		$1.67K Buy
12
+1
+9% +$145 ﹤0.01% 651
2025
Q4 		$1.54K Sell
11
-4
-27% -$532 ﹤0.01% 611
2025
Q3 		$1.97K Hold
15
– – ﹤0.01% 569
2025
Q2 		$1.88K Buy
15
+1
+7% +$115 ﹤0.01% 563
2025
Q1 		$1.57K Buy
+14
New +$1.73K ﹤0.01% 622

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

Hughes Financial Services's WTFC Position: Q2 2026 in Review

Hughes Financial Services increased its Wintrust Financial (WTFC) stake by 42% in Q2 2026, buying an estimated $752 and bringing the position to 17 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Hughes Financial Services first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Hughes Financial Services held 17 shares of Wintrust Financial worth $2.73K as of Q2 2026.
  • Hughes Financial Services bought 5 Wintrust Financial shares in Q2 2026, an estimated $752.
  • Wintrust Financial made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #689 holding.
  • Hughes Financial Services first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.