International Assets Investment Management’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.44K Buy
15
+9
+150% +$1.35K ﹤0.01% 2098
2026
Q1
$840 Hold
6
– – ﹤0.01% 2084
2025
Q4
$839 Buy
+6
New +$798 ﹤0.01% 2059
2024
Q4
– Sell
-3
Closed -$326 – 1982
2024
Q3
$326 Buy
+3
New +$313 ﹤0.01% 1786
2023
Q2
– Sell
-83
Closed -$6.05K – 1159
2023
Q1
$6.05K Buy
+83
New +$7.1K ﹤0.01% 893

Other funds holding WTFC

International Assets Investment Management's WTFC Position: Q2 2026 in Review

International Assets Investment Management increased its Wintrust Financial (WTFC) stake by 150% in Q2 2026, buying an estimated $1.35K and bringing the position to 15 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

International Assets Investment Management first reported a position in WTFC in Q1 2023 and has held it in 5 quarters since. The position peaked at $6.05K in Q1 2023. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • International Assets Investment Management held 15 shares of Wintrust Financial worth $2.44K as of Q2 2026.
  • International Assets Investment Management bought 9 Wintrust Financial shares in Q2 2026, an estimated $1.35K.
  • Wintrust Financial made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2098 holding.
  • International Assets Investment Management first reported a position in Wintrust Financial in Q1 2023 and has held it in 5 quarters since.
  • International Assets Investment Management's Wintrust Financial position peaked at $6.05K in Q1 2023.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.