LVZ Inc’s Wintrust Financial WTFC Stock Holding History

LVZ Inc’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 Q1	–	Sell	-1,523	Closed	-$213K	–	180
2025 Q4	$213K	Sell	1,523 -42	-3%	-$5.59K	0.02%	155
2025 Q3	$207K	Buy	+1,565	New	+$207K	0.02%	153

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LVZ Inc's WTFC Position: Q1 2026 in Review

LVZ Inc sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 1,523 shares — an estimated $213K sold.

LVZ Inc first reported a position in WTFC in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

LVZ Inc reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
LVZ Inc sold 1,523 Wintrust Financial shares in Q1 2026, an estimated $213K.
LVZ Inc first reported a position in Wintrust Financial in Q3 2025 and held it in 2 quarters.
LVZ Inc's Wintrust Financial position peaked at $213K in Q4 2025.
554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on LVZ Inc's 13F filing for Q1 2026, filed 28 Apr 2026.