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Intentional Wealth Strategies’s Wintrust Financial WTFC Stock Holding History

Intentional Wealth Strategies’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
-3
Closed -$417 – 899
2026
Q1 		$417 Buy
+3
New +$435 ﹤0.01% 873

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Intentional Wealth Strategies's WTFC Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 3 shares — an estimated $417 sold.

Intentional Wealth Strategies first reported a position in WTFC in Q1 2026 and held it in 1 quarter. The position peaked at $417 in Q1 2026. 558 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 3 Wintrust Financial shares in Q2 2026, an estimated $417.
  • Intentional Wealth Strategies first reported a position in Wintrust Financial in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Wintrust Financial position peaked at $417 in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.