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Inspire Advisors’s Wintrust Financial WTFC Stock Holding History

Inspire 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
2026
Q1 		$779K Sell
5,610
-520
-8% -$75.4K 0.06% 242
2025
Q4 		$857K Sell
6,130
-251
-4% -$33.4K 0.08% 183
2025
Q3 		$845K Buy
6,381
+65
+1% +$8.58K 0.08% 191
2025
Q2 		$783K Buy
6,316
+589
+10% +$67.6K 0.08% 186
2025
Q1 		$644K Buy
+5,727
New +$708K 0.07% 193

Other funds holding WTFC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Advisors's WTFC Position: Q1 2026 in Review

Inspire Advisors reduced its Wintrust Financial (WTFC) stake by 8.5% in Q1 2026, selling an estimated $75.4K and leaving 5,610 shares worth $779K. The position accounts for 0.06% of the portfolio, ranked #242.

Inspire Advisors first reported a position in WTFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $857K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Inspire Advisors held 5,610 shares of Wintrust Financial worth $779K as of Q1 2026.
  • Inspire Advisors sold 520 Wintrust Financial shares in Q1 2026, an estimated $75.4K.
  • Wintrust Financial made up 0.06% of Inspire Advisors's portfolio in Q1 2026, its #242 holding.
  • Inspire Advisors first reported a position in Wintrust Financial in Q1 2025 and has held it in 5 quarters since.
  • Inspire Advisors's Wintrust Financial position peaked at $857K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.