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Leeward Investments’s Wintrust Financial WTFC Stock Holding History

Leeward Investments’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 		$26.7M Sell
166,177
-2,755
-2% -$415K 1.21% 17
2026
Q1 		$23.5M Sell
168,932
-3,328
-2% -$482K 1.16% 17
2025
Q4 		$24.1M Sell
172,260
-59,244
-26% -$7.88M 1.22% 14
2025
Q3 		$30.7M Sell
231,504
-5,190
-2% -$685K 1.57% 6
2025
Q2 		$29.3M Sell
236,694
-8,566
-3% -$982K 1.56% 7
2025
Q1 		$27.6M Sell
245,260
-11,404
-4% -$1.41M 1.47% 9
2024
Q4 		$32M Sell
256,664
-19,108
-7% -$2.36M 1.59% 6
2024
Q3 		$29.9M Sell
275,772
-938
-0.3% -$97.8K 1.39% 9
2024
Q2 		$27.3M Buy
276,710
+14,679
+6% +$1.44M 1.25% 13
2024
Q1 		$27.4M Sell
262,031
-11,256
-4% -$1.09M 1.21% 14
2023
Q4 		$25.3M Sell
273,287
-1,931
-0.7% -$160K 1.19% 13
2023
Q3 		$20.8M Sell
275,218
-21,187
-7% -$1.67M 1.06% 18
2023
Q2 		$21.5M Sell
296,405
-7,970
-3% -$543K 1.01% 18
2023
Q1 		$22.2M Sell
304,375
-14,766
-5% -$1.26M 1.01% 16
2022
Q4 		$27M Sell
319,141
-2,156
-0.7% -$190K 1.19% 14
2022
Q3 		$26.2M Sell
321,297
-6,146
-2% -$522K 1.25% 12
2022
Q2 		$26.2M Sell
327,443
-9,755
-3% -$840K 1.2% 15
2022
Q1 		$31.3M Buy
+337,198
New +$32.9M 1.24% 15

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

Leeward Investments's WTFC Position: Q2 2026 in Review

Leeward Investments reduced its Wintrust Financial (WTFC) stake by 1.6% in Q2 2026, selling an estimated $415K and leaving 166,177 shares worth $26.7M. The position accounts for 1.21% of the portfolio, ranked #17.

Leeward Investments first reported a position in WTFC in Q1 2022 and has held it in 18 quarters since. The position peaked at $32M in Q4 2024. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Leeward Investments held 166,177 shares of Wintrust Financial worth $26.7M as of Q2 2026.
  • Leeward Investments sold 2,755 Wintrust Financial shares in Q2 2026, an estimated $415K.
  • Wintrust Financial made up 1.21% of Leeward Investments's portfolio in Q2 2026, its #17 holding.
  • Leeward Investments first reported a position in Wintrust Financial in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's Wintrust Financial position peaked at $32M in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.