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WTFC icon

Inspire Investing’s Wintrust Financial WTFC Stock Holding History

Inspire Investing’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 		$589K Buy
+3,664
New +$551K 0.02% 926
2025
Q3 		– Sell
-3,133
Closed -$388K – 943
2025
Q2 		$388K Sell
3,133
-19,121
-86% -$2.19M 0.04% 619
2025
Q1 		$2.5M Buy
22,254
+19,037
+592% +$2.35M 0.3% 77
2024
Q4 		$401K Sell
3,217
-592
-16% -$73.1K 0.04% 519
2024
Q3 		$413K Buy
3,809
+235
+7% +$24.5K 0.04% 485
2024
Q2 		$352K Buy
3,574
+151
+4% +$14.8K 0.04% 540
2024
Q1 		$357K Sell
3,423
-708
-17% -$68.3K 0.04% 682
2023
Q4 		$383K Buy
4,131
+72
+2% +$5.95K 0.04% 631
2023
Q3 		$306K Sell
4,059
-255
-6% -$20.1K 0.04% 603
2023
Q2 		$313K Buy
4,314
+580
+16% +$39.6K 0.04% 655
2023
Q1 		$272K Buy
3,734
+956
+34% +$81.7K 0.03% 666
2022
Q4 		$235K Buy
2,778
+248
+10% +$21.9K 0.03% 667
2022
Q3 		$206K Sell
2,530
-105
-4% -$8.91K 0.03% 677
2022
Q2 		$211K Buy
2,635
+119
+5% +$10.2K 0.03% 714
2022
Q1 		$234K Sell
2,516
-253
-9% -$24.6K 0.03% 731
2021
Q4 		$251K Sell
2,769
-201
-7% -$17.9K 0.03% 419
2021
Q3 		$239K Buy
+2,970
New +$219K 0.03% 424

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 Investing's WTFC Position: Q2 2026 in Review

Inspire Investing opened a new position in Wintrust Financial (WTFC) in Q2 2026: 3,664 shares worth $589K. The stake represents 0.02% of the portfolio and ranks #926 among its holdings. This is a return to the name: Inspire Investing previously reported a position in WTFC as recently as Q2 2025.

Inspire Investing first reported a position in WTFC in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.5M in Q1 2025. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Inspire Investing held 3,664 shares of Wintrust Financial worth $589K as of Q2 2026.
  • Wintrust Financial was a new Inspire Investing position in Q2 2026.
  • Wintrust Financial made up 0.02% of Inspire Investing's portfolio in Q2 2026, its #926 holding.
  • Inspire Investing first reported a position in Wintrust Financial in Q3 2021 and has held it in 17 quarters since.
  • Inspire Investing's Wintrust Financial position peaked at $2.5M in Q1 2025.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.