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Jefferies Financial Group’s Wintrust Financial WTFC Stock Holding History

Jefferies Financial Group’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
-2,655
Closed -$369K – 2086
2026
Q1 		$369K Sell
2,655
-64,930
-96% -$9.41M ﹤0.01% 1327
2025
Q4 		$9.45M Buy
+67,585
New +$8.99M 0.05% 333
2025
Q3 		– Sell
-7,961
Closed -$987K – 1715
2025
Q2 		$987K Buy
+7,961
New +$913K 0.01% 743
2024
Q1 		– Sell
-9,350
Closed -$867K – 2084
2023
Q4 		$867K Buy
+9,350
New +$773K 0.01% 1021

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

Jefferies Financial Group's WTFC Position: Q2 2026 in Review

Jefferies Financial Group sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 2,655 shares — an estimated $369K sold.

Jefferies Financial Group first reported a position in WTFC in Q4 2023 and held it in 4 quarters. The position peaked at $9.45M in Q4 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Jefferies Financial Group reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,655 Wintrust Financial shares in Q2 2026, an estimated $369K.
  • Jefferies Financial Group first reported a position in Wintrust Financial in Q4 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Wintrust Financial position peaked at $9.45M in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.