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Journey Strategic Wealth’s Wintrust Financial WTFC Stock Holding History

Journey Strategic Wealth’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
Q1 		$355K Buy
2,553
+53
+2% +$7.68K 0.01% 465
2025
Q4 		$350K Buy
2,500
+56
+2% +$7.45K 0.01% 443
2025
Q3 		$324K Sell
2,444
-73
-3% -$9.64K 0.01% 447
2025
Q2 		$312K Sell
2,517
-54
-2% -$6.19K 0.01% 415
2025
Q1 		$289K Buy
2,571
+2
+0.1% +$247 0.01% 343
2024
Q4 		$320K Buy
2,569
+89
+4% +$11K 0.01% 316
2024
Q3 		$269K Buy
2,480
+89
+4% +$9.28K 0.01% 365
2024
Q2 		$236K Buy
2,391
+193
+9% +$18.9K 0.01% 316
2024
Q1 		$229K Hold
2,198
– – 0.01% 247
2023
Q4 		$204K Buy
+2,198
New +$182K 0.01% 201
2022
Q2 		– Sell
-2,198
Closed -$204K – 219
2022
Q1 		$204K Buy
+2,198
New +$214K 0.02% 161

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Journey Strategic Wealth's WTFC Position: Q1 2026 in Review

Journey Strategic Wealth increased its Wintrust Financial (WTFC) stake by 2.1% in Q1 2026, buying an estimated $7.68K and bringing the position to 2,553 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #465.

Journey Strategic Wealth first reported a position in WTFC in Q1 2022 and has held it in 11 quarters since. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Journey Strategic Wealth held 2,553 shares of Wintrust Financial worth $355K as of Q1 2026.
  • Journey Strategic Wealth bought 53 Wintrust Financial shares in Q1 2026, an estimated $7.68K.
  • Wintrust Financial made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #465 holding.
  • Journey Strategic Wealth first reported a position in Wintrust Financial in Q1 2022 and has held it in 11 quarters since.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.