Inspirion Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Inspirion 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
2026 Q3	$397K	Hold	2,799	–	–	0.05%	121
2026 Q2	$456K	Hold	2,799	–	–	0.05%	116
2026 Q1	$389K	Hold	2,799	–	–	0.05%	118
2025 Q4	$391K	Sell	2,799 -630	-18%	-$83.8K	0.05%	118
2025 Q3	$372K	Buy	3,429 +650	+23%	+$85.8K	0.05%	108
2025 Q2	$345K	Hold	2,779	–	–	0.05%	120
2025 Q1	$313K	Sell	2,779 -650	-19%	-$80.3K	0.04%	121
2024 Q4	$437K	Hold	3,429	–	–	0.06%	101
2024 Q3	$372K	Hold	3,429	–	–	0.05%	108
2024 Q2	$338K	Sell	3,429 -1,000	-23%	-$98K	0.05%	110
2024 Q1	$462K	Buy	4,429 +10	+0.2%	+$965	0.08%	94
2023 Q4	$409K	Hold	4,419	–	–	0.07%	93
2023 Q3	$334K	Hold	4,419	–	–	0.07%	101
2023 Q2	$321K	Buy	4,419 +763	+21%	+$52K	0.06%	104
2023 Q1	$267K	Hold	3,656	–	–	0.05%	116
2022 Q4	$309K	Hold	3,656	–	–	0.07%	99
2022 Q3	$298K	Hold	3,656	–	–	0.07%	94
2022 Q2	$293K	Hold	3,656	–	–	0.06%	101
2022 Q1	$340K	Hold	3,656	–	–	0.07%	83
2021 Q4	$332K	Hold	3,656	–	–	0.07%	80
2021 Q3	$294K	Sell	3,656 -150	-4%	-$11.1K	0.07%	76
2021 Q2	$288K	Hold	3,806	–	–	0.07%	76
2021 Q1	$288K	Hold	3,806	–	–	0.08%	76
2020 Q4	$233K	Buy	+3,806	New	+$205K	0.07%	76
2020 Q1	–	Sell	-3,806	Closed	-$270K	–	82
2019 Q4	$270K	Sell	3,806 -353	-8%	-$23.5K	0.09%	67
2019 Q3	$269K	Hold	4,159	–	–	0.12%	63
2019 Q2	$304K	Hold	4,159	–	–	0.13%	58
2019 Q1	$280K	Hold	4,159	–	–	0.12%	62
2018 Q4	$277K	Buy	4,159 +1,433	+53%	+$109K	0.14%	54
2018 Q3	$232K	Buy	2,726 +353	+15%	+$31.4K	0.1%	67
2018 Q2	$207K	Hold	2,373	–	–	0.1%	72
2018 Q1	$204K	Buy	+2,373	New	+$204K	0.1%	71

Other funds holding WTFC

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Inspirion Wealth Advisors's WTFC Position: Q3 2026 in Review

Inspirion Wealth Advisors held its Wintrust Financial (WTFC) position steady in Q3 2026 at 2,799 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #121.

Inspirion Wealth Advisors first reported a position in WTFC in Q1 2018 and has held it in 32 quarters since. The position peaked at $462K in Q1 2024. 18 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Inspirion Wealth Advisors held 2,799 shares of Wintrust Financial worth $397K as of Q3 2026.
Inspirion Wealth Advisors left its Wintrust Financial share count unchanged in Q3 2026.
Wintrust Financial made up 0.05% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #121 holding.
Inspirion Wealth Advisors first reported a position in Wintrust Financial in Q1 2018 and has held it in 32 quarters since.
Inspirion Wealth Advisors's Wintrust Financial position peaked at $462K in Q1 2024.
18 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.