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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
Q2 		– Sell
-5,610
Closed -$779K – 819
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 $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

Inspire Advisors's WTFC Position: Q2 2026 in Review

Inspire Advisors sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 5,610 shares — an estimated $779K sold.

Inspire Advisors first reported a position in WTFC in Q1 2025 and held it in 5 quarters. The position peaked at $857K in Q4 2025. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Inspire Advisors reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Inspire Advisors sold 5,610 Wintrust Financial shares in Q2 2026, an estimated $779K.
  • Inspire Advisors first reported a position in Wintrust Financial in Q1 2025 and held it in 5 quarters.
  • Inspire Advisors's Wintrust Financial position peaked at $857K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.