Legacy Trust’s Wintrust Financial WTFC Stock Holding History

Legacy Trust’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 Q3	$1.11M	Buy	+7,297	New	+$1.14M	0.19%	89

Other funds holding WTFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Legacy Trust's WTFC Position: Q3 2026 in Review

Legacy Trust opened a new position in Wintrust Financial (WTFC) in Q3 2026: 7,297 shares worth $1.11M. The stake represents 0.19% of the portfolio and ranks #89 among its holdings.

291 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Legacy Trust held 7,297 shares of Wintrust Financial worth $1.11M as of Q3 2026.
Wintrust Financial was a new Legacy Trust position in Q3 2026.
Wintrust Financial made up 0.19% of Legacy Trust's portfolio in Q3 2026, its #89 holding.
291 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.