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 Q3	$13.9K	Buy	98 +23	+31%	+$3.58K	﹤0.01%	1548
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	-$9.9K	–	1659
2025 Q3	$9.9K	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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Mather Group's WTFC Position: Q3 2026 in Review

Mather Group increased its Wintrust Financial (WTFC) stake by 31% in Q3 2026, buying an estimated $3.58K and bringing the position to 98 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Mather Group first reported a position in WTFC in Q1 2024 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Mather Group held 98 shares of Wintrust Financial worth $13.9K as of Q3 2026.
Mather Group bought 23 Wintrust Financial shares in Q3 2026, an estimated $3.58K.
Wintrust Financial made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1548 holding.
Mather Group first reported a position in Wintrust Financial in Q1 2024 and has held it in 9 quarters since.
102 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.