Marshall Wace
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Marshall Wace’s Wintrust Financial WTFC Stock Holding History

Marshall Wace’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 		$1.97M Sell
12,288
-33,282
-73% -$5.01M ﹤0.01% 1862
2026
Q1 		$6.33M Buy
45,570
+40,557
+809% +$5.88M 0.01% 1186
2025
Q4 		$701K Buy
+5,013
New +$667K ﹤0.01% 2104
2025
Q1 		– Sell
-7,761
Closed -$968K – 3145
2024
Q4 		$968K Buy
+7,761
New +$959K ﹤0.01% 1749
2022
Q1 		– Sell
-5,302
Closed -$481K – 4100
2021
Q4 		$481K Buy
+5,302
New +$473K ﹤0.01% 2821
2020
Q3 		– Sell
-262,811
Closed -$11.5M – 1969
2020
Q2 		$11.5M Buy
262,811
+27,844
+12% +$1.11M 0.08% 251
2020
Q1 		$7.72M Buy
+234,967
New +$13M 0.08% 263
2019
Q4 		– Sell
-39,801
Closed -$2.57M – 2114
2019
Q3 		$2.57M Sell
39,801
-174,541
-81% -$11.6M 0.02% 687
2019
Q2 		$15.7M Buy
214,342
+851
+0.4% +$62.2K 0.13% 185
2019
Q1 		$14.4M Buy
213,491
+155,104
+266% +$11.1M 0.14% 183
2018
Q4 		$3.88M Buy
58,387
+36,129
+162% +$2.75M 0.04% 524
2018
Q3 		$1.89M Buy
+22,258
New +$1.98M 0.02% 692

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

Marshall Wace's WTFC Position: Q2 2026 in Review

Marshall Wace reduced its Wintrust Financial (WTFC) stake by 73% in Q2 2026, selling an estimated $5.01M and leaving 12,288 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Marshall Wace first reported a position in WTFC in Q3 2018 and has held it in 12 quarters since. The position peaked at $15.7M in Q2 2019. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Marshall Wace held 12,288 shares of Wintrust Financial worth $1.97M as of Q2 2026.
  • Marshall Wace sold 33,282 Wintrust Financial shares in Q2 2026, an estimated $5.01M.
  • Wintrust Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1862 holding.
  • Marshall Wace first reported a position in Wintrust Financial in Q3 2018 and has held it in 12 quarters since.
  • Marshall Wace's Wintrust Financial position peaked at $15.7M in Q2 2019.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.