MPWT
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MassMutual Private Wealth & Trust’s Wintrust Financial WTFC Stock Holding History

MassMutual Private Wealth & Trust’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 		$31.8K Sell
198
-27
-12% -$4.06K ﹤0.01% 945
2026
Q1 		$31.3K Hold
225
– – ﹤0.01% 929
2025
Q4 		$31.5K Sell
225
-64
-22% -$8.51K ﹤0.01% 950
2025
Q3 		$38.3K Hold
289
– – ﹤0.01% 888
2025
Q2 		$35.8K Buy
289
+100
+53% +$11.5K ﹤0.01% 889
2025
Q1 		$21.3K Buy
189
+79
+72% +$9.76K ﹤0.01% 1006
2024
Q4 		$13.7K Buy
110
+6
+6% +$741 ﹤0.01% 1146
2024
Q3 		$11.3K Buy
104
+13
+14% +$1.36K ﹤0.01% 1099
2024
Q2 		$8.97K Buy
91
+50
+122% +$4.9K ﹤0.01% 1131
2024
Q1 		$4.28K Hold
41
– – ﹤0.01% 1323
2023
Q4 		$3.8K Sell
41
-17
-29% -$1.41K ﹤0.01% 1309
2023
Q3 		$4.38K Buy
58
+34
+142% +$2.67K ﹤0.01% 1291
2023
Q2 		$1.74K Sell
24
-96
-80% -$6.55K ﹤0.01% 1509
2023
Q1 		$8.75K Buy
+120
New +$10.3K ﹤0.01% 987
2022
Q3 		– Sell
-3
Closed – – 1840
2022
Q2 		$0 Buy
+3
New +$258 ﹤0.01% 1739

Other funds holding WTFC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

MassMutual Private Wealth & Trust's WTFC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Wintrust Financial (WTFC) stake by 12% in Q2 2026, selling an estimated $4.06K and leaving 198 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

MassMutual Private Wealth & Trust first reported a position in WTFC in Q2 2022 and has held it in 15 quarters since. The position peaked at $38.3K in Q3 2025. 216 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 198 shares of Wintrust Financial worth $31.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 27 Wintrust Financial shares in Q2 2026, an estimated $4.06K.
  • Wintrust Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #945 holding.
  • MassMutual Private Wealth & Trust first reported a position in Wintrust Financial in Q2 2022 and has held it in 15 quarters since.
  • MassMutual Private Wealth & Trust's Wintrust Financial position peaked at $38.3K in Q3 2025.
  • 216 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.