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MASECO Private Wealth’s Wintrust Financial WTFC Stock Holding History

MASECO Private Wealth’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
-201
Closed -$28.1K – 590
2025
Q4 		$28.1K Buy
201
+1
+0.5% +$133 ﹤0.01% 224
2025
Q3 		$26.5K Buy
200
+1
+0.5% +$132 ﹤0.01% 127
2025
Q2 		$24.7K Buy
+199
New +$22.8K ﹤0.01% 233

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MASECO Private Wealth's WTFC Position: Q1 2026 in Review

MASECO Private Wealth sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 201 shares — an estimated $28.1K sold.

MASECO Private Wealth first reported a position in WTFC in Q2 2025 and held it in 3 quarters. The position peaked at $28.1K in Q4 2025. 555 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • MASECO Private Wealth reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 201 Wintrust Financial shares in Q1 2026, an estimated $28.1K.
  • MASECO Private Wealth first reported a position in Wintrust Financial in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Wintrust Financial position peaked at $28.1K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.