IWC
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Integrated Wealth Concepts’s Wintrust Financial WTFC Stock Holding History

Integrated Wealth Concepts’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 		$356K Sell
2,214
-1,372
-38% -$206K ﹤0.01% 1873
2026
Q1 		$498K Buy
3,586
+1,808
+102% +$262K ﹤0.01% 1549
2025
Q4 		$249K Sell
1,778
-1,684
-49% -$224K ﹤0.01% 1406
2025
Q3 		$458K Buy
3,462
+491
+17% +$64.8K ﹤0.01% 1397
2025
Q2 		$368K Sell
2,971
-76
-2% -$8.72K ﹤0.01% 1448
2025
Q1 		$343K Sell
3,047
-341
-10% -$42.1K ﹤0.01% 1330
2024
Q4 		$423K Sell
3,388
-22
-0.6% -$2.72K ﹤0.01% 1207
2024
Q3 		$370K Sell
3,410
-22
-0.6% -$2.29K ﹤0.01% 1220
2024
Q2 		$338K Hold
3,432
– – ﹤0.01% 1254
2024
Q1 		$358K Buy
+3,432
New +$331K 0.01% 1226
2021
Q4 		– Sell
-3,043
Closed -$245K – 1026
2021
Q3 		$245K Buy
3,043
+1
+0% +$74 0.01% 816
2021
Q2 		$230K Buy
+3,042
New +$238K 0.01% 732

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

Integrated Wealth Concepts's WTFC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Wintrust Financial (WTFC) stake by 38% in Q2 2026, selling an estimated $206K and leaving 2,214 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Integrated Wealth Concepts first reported a position in WTFC in Q2 2021 and has held it in 12 quarters since. The position peaked at $498K in Q1 2026. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Integrated Wealth Concepts held 2,214 shares of Wintrust Financial worth $356K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,372 Wintrust Financial shares in Q2 2026, an estimated $206K.
  • Wintrust Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1873 holding.
  • Integrated Wealth Concepts first reported a position in Wintrust Financial in Q2 2021 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Wintrust Financial position peaked at $498K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.