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iSAM Funds (UK)’s Wintrust Financial WTFC Stock Holding History

iSAM Funds (UK)’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 		$820K Sell
5,100
-501
-9% -$75.4K 0.58% 55
2026
Q1 		$778K Buy
+5,601
New +$812K 0.38% 91
2025
Q4 		– Sell
-10,434
Closed -$1.38M – 732
2025
Q3 		$1.38M Buy
+10,434
New +$1.38M 0.28% 103
2025
Q1 		– Sell
-2,070
Closed -$258K – 437
2024
Q4 		$258K Buy
+2,070
New +$256K 0.19% 200

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

iSAM Funds (UK)'s WTFC Position: Q2 2026 in Review

iSAM Funds (UK) reduced its Wintrust Financial (WTFC) stake by 8.9% in Q2 2026, selling an estimated $75.4K and leaving 5,100 shares worth $820K. The position accounts for 0.58% of the portfolio, ranked #55.

iSAM Funds (UK) first reported a position in WTFC in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.38M in Q3 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • iSAM Funds (UK) held 5,100 shares of Wintrust Financial worth $820K as of Q2 2026.
  • iSAM Funds (UK) sold 501 Wintrust Financial shares in Q2 2026, an estimated $75.4K.
  • Wintrust Financial made up 0.58% of iSAM Funds (UK)'s portfolio in Q2 2026, its #55 holding.
  • iSAM Funds (UK) first reported a position in Wintrust Financial in Q4 2024 and has held it in 4 quarters since.
  • iSAM Funds (UK)'s Wintrust Financial position peaked at $1.38M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.