HPCM
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Hunter Perkins Capital Management’s Wintrust Financial WTFC Stock Holding History

Hunter Perkins Capital Management’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 		$1.39M Hold
8,656
– – 0.31% 66
2026
Q1 		$1.2M Buy
8,656
+66
+0.8% +$9.57K 0.28% 71
2025
Q4 		$1.2M Sell
8,590
-970
-10% -$129K 0.28% 74
2025
Q3 		$1.27M Hold
9,560
– – 0.28% 67
2025
Q2 		$1.19M Hold
9,560
– – 0.28% 63
2025
Q1 		$1.07M Hold
9,560
– – 0.25% 71
2024
Q4 		$1.19M Hold
9,560
– – 0.25% 65
2024
Q3 		$1.04M Buy
9,560
+1,205
+14% +$126K 0.21% 70
2024
Q2 		$823K Buy
8,355
+1,955
+31% +$191K 0.17% 76
2024
Q1 		$668K Buy
+6,400
New +$618K 0.14% 80
2023
Q4 		– Sell
-2,685
Closed -$203K – 125
2023
Q3 		$203K Buy
+2,685
New +$211K 0.04% 121

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
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

Hunter Perkins Capital Management's WTFC Position: Q2 2026 in Review

Hunter Perkins Capital Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 8,656 shares worth $1.39M. The position accounts for 0.31% of the portfolio, ranked #66.

Hunter Perkins Capital Management first reported a position in WTFC in Q3 2023 and has held it in 11 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Hunter Perkins Capital Management held 8,656 shares of Wintrust Financial worth $1.39M as of Q2 2026.
  • Hunter Perkins Capital Management left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.31% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #66 holding.
  • Hunter Perkins Capital Management first reported a position in Wintrust Financial in Q3 2023 and has held it in 11 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.