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LeClair Wealth Partners’s Wintrust Financial WTFC Stock Holding History

LeClair Wealth Partners’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
-1,631
Closed -$227K – 198
2026
Q1 		$227K Buy
+1,631
New +$236K 0.08% 99

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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

LeClair Wealth Partners's WTFC Position: Q2 2026 in Review

LeClair Wealth Partners sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 1,631 shares — an estimated $227K sold.

LeClair Wealth Partners first reported a position in WTFC in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • LeClair Wealth Partners reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 1,631 Wintrust Financial shares in Q2 2026, an estimated $227K.
  • LeClair Wealth Partners first reported a position in Wintrust Financial in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's Wintrust Financial position peaked at $227K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.