Matthew Hamilton Rosenberg’s Wintrust Financial WTFC Stock Holding History

Matthew Hamilton Rosenberg’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	$4.98K	Hold	31	–	–	﹤0.01%	695
2026 Q1	$4.31K	Hold	31	–	–	﹤0.01%	691
2025 Q4	$4.33K	Hold	31	–	–	﹤0.01%	702
2025 Q3	$4.11K	Hold	31	–	–	﹤0.01%	709
2025 Q2	$3.84K	Hold	31	–	–	﹤0.01%	743
2025 Q1	$3.49K	Hold	31	–	–	﹤0.01%	731
2024 Q4	$3.87K	Hold	31	–	–	﹤0.01%	713
2024 Q3	$3.36K	Hold	31	–	–	﹤0.01%	721
2024 Q2	$3.08K	Hold	31	–	–	﹤0.01%	695
2024 Q1	$3.19K	Sell	31 -69	-69%	-$6.66K	﹤0.01%	729
2023 Q4	$9.28K	Hold	100	–	–	﹤0.01%	618
2023 Q3	$7.55K	Hold	100	–	–	﹤0.01%	650
2023 Q2	$7.26K	Hold	100	–	–	﹤0.01%	664
2023 Q1	$7.29K	Hold	100	–	–	﹤0.01%	703
2022 Q4	$8.45K	Hold	100	–	–	﹤0.01%	674
2022 Q3	$8K	Buy	+100	New	+$8.49K	﹤0.01%	678

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Matthew Hamilton Rosenberg's WTFC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Wintrust Financial (WTFC) position steady in Q2 2026 at 31 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Matthew Hamilton Rosenberg first reported a position in WTFC in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.28K in Q4 2023. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Matthew Hamilton Rosenberg held 31 shares of Wintrust Financial worth $4.98K as of Q2 2026.
Matthew Hamilton Rosenberg left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #695 holding.
Matthew Hamilton Rosenberg first reported a position in Wintrust Financial in Q3 2022 and has held it in 16 quarters since.
Matthew Hamilton Rosenberg's Wintrust Financial position peaked at $9.28K in Q4 2023.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.