JWA
WTFC icon

JFS Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

JFS Wealth Advisors’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 		$12.1K Hold
75
– – ﹤0.01% 933
2026
Q1 		$10.4K Buy
75
+3
+4% +$435 ﹤0.01% 935
2025
Q4 		$10.1K Buy
72
+22
+44% +$2.93K ﹤0.01% 969
2025
Q3 		$6.62K Hold
50
– – ﹤0.01% 1015
2025
Q2 		$6.2K Hold
50
– – ﹤0.01% 1012
2025
Q1 		$5.62K Hold
50
– – ﹤0.01% 1076
2024
Q4 		$6.24K Hold
50
– – ﹤0.01% 1035
2024
Q3 		$5.43K Buy
50
+2
+4% +$209 ﹤0.01% 1086
2024
Q2 		$4.73K Hold
48
– – ﹤0.01% 1083
2024
Q1 		$5.01K Hold
48
– – ﹤0.01% 1099
2023
Q4 		$4.45K Buy
48
+29
+153% +$2.4K ﹤0.01% 1108
2023
Q3 		$1.44K Sell
19
-18
-49% -$1.42K ﹤0.01% 1488
2023
Q2 		$2.69K Buy
37
+9
+32% +$614 ﹤0.01% 1272
2023
Q1 		$2.04K Sell
28
-24
-46% -$2.05K ﹤0.01% 1355
2022
Q4 		$4.39K Sell
52
-5
-9% -$442 ﹤0.01% 1044
2022
Q3 		$5K Buy
57
+23
+68% +$1.95K ﹤0.01% 1022
2022
Q2 		$3K Sell
34
-16
-32% -$1.38K ﹤0.01% 1254
2022
Q1 		$5K Buy
50
+30
+150% +$2.92K ﹤0.01% 1092
2021
Q4 		$2K Buy
+20
New +$1.78K ﹤0.01% 1199

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

JFS Wealth Advisors's WTFC Position: Q2 2026 in Review

JFS Wealth Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 75 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

JFS Wealth Advisors first reported a position in WTFC in Q4 2021 and has held it in 19 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • JFS Wealth Advisors held 75 shares of Wintrust Financial worth $12.1K as of Q2 2026.
  • JFS Wealth Advisors left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #933 holding.
  • JFS Wealth Advisors first reported a position in Wintrust Financial in Q4 2021 and has held it in 19 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.