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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Inspirion Wealth Advisors's WTFC Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 2,799 shares worth $456K. The position accounts for 0.05% of the portfolio, ranked #116.

Inspirion Wealth Advisors first reported a position in WTFC in Q1 2018 and has held it in 31 quarters since. The position peaked at $462K in Q1 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Inspirion Wealth Advisors held 2,799 shares of Wintrust Financial worth $456K as of Q2 2026.
Inspirion Wealth Advisors left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up 0.05% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Inspirion Wealth Advisors first reported a position in Wintrust Financial in Q1 2018 and has held it in 31 quarters since.
Inspirion Wealth Advisors's Wintrust Financial position peaked at $462K in Q1 2024.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.