IWA
WTFC icon

Icon Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Icon Wealth Advisors’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
2025
Q4 		– Sell
-851
Closed -$113K – 530
2025
Q3 		$113K Sell
851
-1
-0.1% -$132 0.01% 484
2025
Q2 		$106K Buy
+852
New +$97.7K 0.01% 498
2025
Q1 		– Sell
-880
Closed -$110K – 534
2024
Q4 		$110K Buy
+880
New +$109K 0.01% 489

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Icon Wealth Advisors's WTFC Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 851 shares — an estimated $113K sold.

Icon Wealth Advisors first reported a position in WTFC in Q4 2024 and held it in 3 quarters. The position peaked at $113K in Q3 2025. 524 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 851 Wintrust Financial shares in Q4 2025, an estimated $113K.
  • Icon Wealth Advisors first reported a position in Wintrust Financial in Q4 2024 and held it in 3 quarters.
  • Icon Wealth Advisors's Wintrust Financial position peaked at $113K in Q3 2025.
  • 524 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.