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Mather Group’s Wintrust Financial WTFC Stock Holding History

Mather Group’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 		$12.1K Hold
75
– – ﹤0.01% 1453
2026
Q1 		$10.4K Buy
+75
New +$10.9K ﹤0.01% 1446
2025
Q4 		– Sell
-75
Closed -$9.93K – 1659
2025
Q3 		$9.93K Buy
+75
New +$9.9K ﹤0.01% 1271
2025
Q2 		– Sell
-75
Closed -$8.44K – 1732
2025
Q1 		$8.44K Hold
75
– – ﹤0.01% 1295
2024
Q4 		$9.35K Hold
75
– – ﹤0.01% 1260
2024
Q3 		$8.14K Hold
75
– – ﹤0.01% 1213
2024
Q2 		$7.83K Buy
75
+51
+213% +$5K ﹤0.01% 1511
2024
Q1 		$2.23K Buy
+24
New +$2.32K ﹤0.01% 1524

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

Mather Group's WTFC Position: Q2 2026 in Review

Mather Group held its Wintrust Financial (WTFC) position steady in Q2 2026 at 75 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Mather Group first reported a position in WTFC in Q1 2024 and has held it in 8 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Mather Group held 75 shares of Wintrust Financial worth $12.1K as of Q2 2026.
  • Mather Group left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1453 holding.
  • Mather Group first reported a position in Wintrust Financial in Q1 2024 and has held it in 8 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.