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Joseph Group Capital Management’s Wintrust Financial WTFC Stock Holding History

Joseph Group Capital Management’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
-47
Closed -$6.53K – 419
2026
Q1 		$6.53K Buy
+47
New +$6.81K ﹤0.01% 352

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

Joseph Group Capital Management's WTFC Position: Q2 2026 in Review

Joseph Group Capital Management sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 47 shares — an estimated $6.53K sold.

Joseph Group Capital Management first reported a position in WTFC in Q1 2026 and held it in 1 quarter. The position peaked at $6.53K in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Joseph Group Capital Management reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Joseph Group Capital Management sold 47 Wintrust Financial shares in Q2 2026, an estimated $6.53K.
  • Joseph Group Capital Management first reported a position in Wintrust Financial in Q1 2026 and held it in 1 quarter.
  • Joseph Group Capital Management's Wintrust Financial position peaked at $6.53K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.