LSA
WTFC icon

Leonteq Securities AG’s Wintrust Financial WTFC Stock Holding History

Leonteq Securities AG’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 		$45.8K Hold
285
– – ﹤0.01% 825
2026
Q1 		$39.6K Buy
+285
New +$41.3K ﹤0.01% 893
2022
Q4 		– Sell
-9,460
Closed -$771K – 1370
2022
Q3 		$771K Sell
9,460
-1,185
-11% -$101K 0.03% 305
2022
Q2 		$853K Sell
10,645
-270
-2% -$23.2K 0.03% 308
2022
Q1 		$1.01M Sell
10,915
-169
-2% -$16.5K 0.04% 290
2021
Q4 		$1.01M Buy
+11,084
New +$989K 0.04% 323

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

Leonteq Securities AG's WTFC Position: Q2 2026 in Review

Leonteq Securities AG held its Wintrust Financial (WTFC) position steady in Q2 2026 at 285 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Leonteq Securities AG first reported a position in WTFC in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2022. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Leonteq Securities AG held 285 shares of Wintrust Financial worth $45.8K as of Q2 2026.
  • Leonteq Securities AG left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Leonteq Securities AG's portfolio in Q2 2026, its #825 holding.
  • Leonteq Securities AG first reported a position in Wintrust Financial in Q4 2021 and has held it in 6 quarters since.
  • Leonteq Securities AG's Wintrust Financial position peaked at $1.01M in Q1 2022.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.