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Johnson Investment Counsel’s Wintrust Financial WTFC Stock Holding History

Johnson Investment Counsel’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 		$2.13M Sell
13,274
-2,400
-15% -$361K 0.02% 333
2026
Q1 		$2.18M Buy
15,674
+80
+0.5% +$11.6K 0.02% 304
2025
Q4 		$2.18M Sell
15,594
-31
-0.2% -$4.12K 0.02% 302
2025
Q3 		$2.07M Sell
15,625
-1,776
-10% -$235K 0.02% 302
2025
Q2 		$2.16M Buy
17,401
+148
+0.9% +$17K 0.02% 290
2025
Q1 		$1.94M Sell
17,253
-6,774
-28% -$837K 0.02% 299
2024
Q4 		$3M Sell
24,027
-11,910
-33% -$1.47M 0.03% 220
2024
Q3 		$3.9M Buy
35,937
+1,847
+5% +$193K 0.04% 188
2024
Q2 		$3.36M Sell
34,090
-520
-2% -$50.9K 0.04% 195
2024
Q1 		$3.61M Buy
34,610
+480
+1% +$46.3K 0.04% 189
2023
Q4 		$3.17M Hold
34,130
– – 0.04% 197
2023
Q3 		$2.58M Hold
34,130
– – 0.03% 203
2023
Q2 		$2.48M Buy
34,130
+7,330
+27% +$500K 0.03% 210
2023
Q1 		$1.96M Sell
26,800
-2,040
-7% -$174K 0.03% 246
2022
Q4 		$2.44M Sell
28,840
-445
-2% -$39.3K 0.03% 208
2022
Q3 		$2.39M Buy
29,285
+15
+0.1% +$1.27K 0.04% 195
2022
Q2 		$2.35M Hold
29,270
– – 0.03% 201
2022
Q1 		$2.72M Sell
29,270
-140
-0.5% -$13.6K 0.03% 198
2021
Q4 		$2.67M Sell
29,410
-300
-1% -$26.8K 0.03% 196
2021
Q3 		$2.39M Hold
29,710
– – 0.03% 202
2021
Q2 		$2.25M Sell
29,710
-90
-0.3% -$7.03K 0.03% 201
2021
Q1 		$2.26M Buy
29,800
+6,950
+30% +$497K 0.03% 196
2020
Q4 		$1.4M Sell
22,850
-10,110
-31% -$544K 0.02% 247
2020
Q3 		$1.32M Hold
32,960
– – 0.02% 232
2020
Q2 		$1.44M Sell
32,960
-11,186
-25% -$447K 0.03% 214
2020
Q1 		$2.17M Buy
44,146
+25,088
+132% +$1.39M 0.05% 165
2019
Q4 		$1.35M Buy
19,058
+3,440
+22% +$229K 0.03% 255
2019
Q3 		$1.01M Buy
15,618
+430
+3% +$28.5K 0.02% 305
2019
Q2 		$1.11M Sell
15,188
-1,200
-7% -$87.7K 0.02% 289
2019
Q1 		$1.1M Buy
16,388
+210
+1% +$15K 0.02% 300
2018
Q4 		$1.07M Buy
+16,178
New +$1.23M 0.03% 282

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

Johnson Investment Counsel's WTFC Position: Q2 2026 in Review

Johnson Investment Counsel reduced its Wintrust Financial (WTFC) stake by 15% in Q2 2026, selling an estimated $361K and leaving 13,274 shares worth $2.13M. The position accounts for 0.02% of the portfolio, ranked #333.

Johnson Investment Counsel first reported a position in WTFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.9M in Q3 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Johnson Investment Counsel held 13,274 shares of Wintrust Financial worth $2.13M as of Q2 2026.
  • Johnson Investment Counsel sold 2,400 Wintrust Financial shares in Q2 2026, an estimated $361K.
  • Wintrust Financial made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #333 holding.
  • Johnson Investment Counsel first reported a position in Wintrust Financial in Q4 2018 and has held it in 31 quarters since.
  • Johnson Investment Counsel's Wintrust Financial position peaked at $3.9M in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.