Measured Wealth Private Client Group’s Wintrust Financial WTFC Stock Holding History

Measured Wealth Private Client 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	$40.8K	Hold	254	–	–	0.01%	357
2026 Q1	$35.3K	Buy	+254	New	+$36.8K	0.01%	347
2023 Q2	–	Sell	-4,752	Closed	-$347K	–	198
2023 Q1	$347K	Buy	4,752 +1,584	+50%	+$135K	0.13%	118
2022 Q4	$268K	Buy	3,168 +49	+2%	+$4.33K	0.11%	133
2022 Q3	$254K	Buy	3,119 +315	+11%	+$26.7K	0.11%	120
2022 Q2	$225K	Buy	+2,804	New	+$241K	0.1%	147

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

Measured Wealth Private Client Group's WTFC Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Wintrust Financial (WTFC) position steady in Q2 2026 at 254 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #357.

Measured Wealth Private Client Group first reported a position in WTFC in Q2 2022 and has held it in 6 quarters since. The position peaked at $347K in Q1 2023. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Measured Wealth Private Client Group held 254 shares of Wintrust Financial worth $40.8K as of Q2 2026.
Measured Wealth Private Client Group left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #357 holding.
Measured Wealth Private Client Group first reported a position in Wintrust Financial in Q2 2022 and has held it in 6 quarters since.
Measured Wealth Private Client Group's Wintrust Financial position peaked at $347K in Q1 2023.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.