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MAI Capital Management’s Wintrust Financial WTFC Stock Holding History

MAI 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 		$241K Buy
1,500
+113
+8% +$17K ﹤0.01% 1708
2026
Q1 		$193K Buy
1,387
+288
+26% +$41.7K ﹤0.01% 1479
2025
Q4 		$154K Buy
1,099
+308
+39% +$41K ﹤0.01% 1421
2025
Q3 		$105K Sell
791
-37
-4% -$4.89K ﹤0.01% 1553
2025
Q2 		$103K Buy
828
+100
+14% +$11.5K ﹤0.01% 1469
2025
Q1 		$81.9K Buy
728
+2
+0.3% +$247 ﹤0.01% 1497
2024
Q4 		$90.5K Buy
+726
New +$89.7K ﹤0.01% 1490

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

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

MAI Capital Management increased its Wintrust Financial (WTFC) stake by 8.1% in Q2 2026, buying an estimated $17K and bringing the position to 1,500 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

MAI Capital Management first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • MAI Capital Management held 1,500 shares of Wintrust Financial worth $241K as of Q2 2026.
  • MAI Capital Management bought 113 Wintrust Financial shares in Q2 2026, an estimated $17K.
  • Wintrust Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1708 holding.
  • MAI Capital Management first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.