Legato Capital Management’s Wintrust Financial WTFC Stock Holding History

Legato 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	$3.32M	Buy	20,636 +525	+3%	+$79K	0.27%	104
2026 Q1	$2.79M	Sell	20,111 -199	-1%	-$28.8K	0.25%	109
2025 Q4	$2.84M	Buy	20,310 +5,940	+41%	+$790K	0.24%	97
2025 Q3	$1.9M	Hold	14,370	–	–	0.21%	144
2025 Q2	$1.78M	Hold	14,370	–	–	0.21%	133
2025 Q1	$1.62M	Buy	14,370 +2,415	+20%	+$298K	0.22%	146
2024 Q4	$1.49M	Buy	11,955 +869	+8%	+$107K	0.19%	177
2024 Q3	$1.2M	Buy	11,086 +1,761	+19%	+$184K	0.15%	248
2024 Q2	$919K	Hold	9,325	–	–	0.12%	284
2024 Q1	$973K	Hold	9,325	–	–	0.12%	278
2023 Q4	$865K	Buy	+9,325	New	+$771K	0.11%	299
2023 Q2	–	Sell	-5,163	Closed	-$377K	–	620
2023 Q1	$377K	Sell	5,163 -11,661	-69%	-$997K	0.07%	394
2022 Q4	$1.42M	Buy	+16,824	New	+$1.49M	0.27%	114

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Legato Capital Management's WTFC Position: Q2 2026 in Review

Legato Capital Management increased its Wintrust Financial (WTFC) stake by 2.6% in Q2 2026, buying an estimated $79K and bringing the position to 20,636 shares worth $3.32M. The position accounts for 0.27% of the portfolio, ranked #104.

Legato Capital Management first reported a position in WTFC in Q4 2022 and has held it in 13 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Legato Capital Management held 20,636 shares of Wintrust Financial worth $3.32M as of Q2 2026.
Legato Capital Management bought 525 Wintrust Financial shares in Q2 2026, an estimated $79K.
Wintrust Financial made up 0.27% of Legato Capital Management's portfolio in Q2 2026, its #104 holding.
Legato Capital Management first reported a position in Wintrust Financial in Q4 2022 and has held it in 13 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

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