IFP Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $235K | Buy |
1,464
+22
| +2% | +$3.31K | ﹤0.01% | 1427 |
|
|
2026
Q1 | $200K | Sell |
1,442
-3
| -0.2% | -$435 | ﹤0.01% | 1405 |
|
|
2025
Q4 | $202K | Hold |
1,445
| – | – | ﹤0.01% | 1369 |
|
|
2025
Q3 | $191K | Buy |
1,445
+16
| +1% | +$2.11K | 0.01% | 1309 |
|
|
2025
Q2 | $180K | Buy |
1,429
+9
| +0.6% | +$1.03K | 0.01% | 1320 |
|
|
2025
Q1 | $160K | Sell |
1,420
-1
| -0.1% | -$124 | ﹤0.01% | 1280 |
|
|
2024
Q4 | $180K | Buy |
1,421
+24
| +2% | +$2.96K | 0.01% | 1167 |
|
|
2024
Q3 | $152K | Sell |
1,397
-127
| -8% | -$13.2K | 0.01% | 1217 |
|
|
2024
Q2 | $150K | Sell |
1,524
-34
| -2% | -$3.33K | 0.01% | 1181 |
|
|
2024
Q1 | $163K | Buy |
+1,558
| New | +$150K | 0.01% | 1097 |
|
|
2023
Q3 | – | Sell |
-41
| Closed | -$2.98K | – | 3573 |
|
|
2023
Q2 | $2.98K | Buy |
41
+9
| +28% | +$614 | ﹤0.01% | 2738 |
|
|
2023
Q1 | $2.98K | Sell |
32
-73
| -70% | -$6.24K | ﹤0.01% | 2765 |
|
|
2022
Q4 | $10K | Sell |
105
-4
| -4% | -$353 | ﹤0.01% | 3412 |
|
|
2022
Q3 | $24K | Sell |
109
-23
| -17% | -$1.95K | ﹤0.01% | 2941 |
|
|
2022
Q2 | $26K | Hold |
132
| – | – | ﹤0.01% | 2650 |
|
|
2022
Q1 | $26K | Buy |
132
+105
| +389% | +$10.2K | ﹤0.01% | 2650 |
|
|
2021
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 2857 |
|
|
2021
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 2909 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 2794 |
|
|
2021
Q1 | $2K | Sell |
27
-54
| -67% | -$3.86K | ﹤0.01% | 2726 |
|
|
2020
Q4 | $5K | Hold |
81
| – | – | ﹤0.01% | 2347 |
|
|
2020
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 2293 |
|
|
2020
Q2 | $4K | Buy |
+81
| New | +$3.23K | ﹤0.01% | 2198 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$2.61K | – | 3028 |
|
|
2019
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 2415 |
|
|
2019
Q3 | $3K | Buy |
+47
| New | +$3.12K | ﹤0.01% | 2591 |
|
|
2019
Q1 | – | Sell |
-161
| Closed | -$11K | – | 3481 |
|
|
2018
Q4 | $11K | Sell |
161
-45
| -22% | -$3.42K | ﹤0.01% | 2473 |
|
|
2018
Q3 | $17K | Buy |
206
+4
| +2% | +$356 | ﹤0.01% | 2557 |
|
|
2018
Q2 | $18K | Sell |
202
-15
| -7% | -$1.38K | ﹤0.01% | 2540 |
|
|
2018
Q1 | $18K | Hold |
217
| – | – | ﹤0.01% | 2464 |
|
|
2017
Q4 | $18K | Sell |
217
-4
| -2% | -$322 | ﹤0.01% | 2500 |
|
|
2017
Q3 | $17K | Buy |
221
+20
| +10% | +$1.49K | ﹤0.01% | 2724 |
|
|
2017
Q2 | $15K | Buy |
201
+34
| +20% | +$2.44K | ﹤0.01% | 2766 |
|
|
2017
Q1 | $12K | Hold |
167
| – | – | ﹤0.01% | 2831 |
|
|
2016
Q4 | $12K | Hold |
167
| – | – | ﹤0.01% | 2808 |
|
|
2016
Q3 | $9K | Buy |
167
+77
| +86% | +$4.14K | ﹤0.01% | 2918 |
|
|
2016
Q2 | $5K | Buy |
+90
| New | +$4.5K | ﹤0.01% | 3174 |
|
|
2016
Q1 | – | Sell |
-126
| Closed | -$6K | – | 3474 |
|
|
2015
Q4 | $6K | Buy |
+126
| New | +$6.43K | ﹤0.01% | 2889 |
|
Other funds holding WTFC
IFP Advisors's WTFC Position: Q2 2026 in Review
IFP Advisors increased its Wintrust Financial (WTFC) stake by 1.5% in Q2 2026, buying an estimated $3.31K and bringing the position to 1,464 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.
IFP Advisors first reported a position in WTFC in Q4 2015 and has held it in 37 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.
- IFP Advisors held 1,464 shares of Wintrust Financial worth $235K as of Q2 2026.
- IFP Advisors bought 22 Wintrust Financial shares in Q2 2026, an estimated $3.31K.
- Wintrust Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1427 holding.
- IFP Advisors first reported a position in Wintrust Financial in Q4 2015 and has held it in 37 quarters since.
- 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.