Mercer Global Advisors
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Mercer Global Advisors’s Wintrust Financial WTFC Stock Holding History

Mercer Global Advisors’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 		$1.61M Buy
10,001
+3,554
+55% +$535K ﹤0.01% 1472
2026
Q1 		$896K Buy
6,447
+1,748
+37% +$253K ﹤0.01% 1627
2025
Q4 		$657K Buy
4,699
+1,678
+56% +$223K ﹤0.01% 1691
2025
Q3 		$400K Buy
3,021
+1,313
+77% +$173K ﹤0.01% 1896
2025
Q2 		$212K Buy
+1,708
New +$196K ﹤0.01% 2055

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

Mercer Global Advisors's WTFC Position: Q2 2026 in Review

Mercer Global Advisors increased its Wintrust Financial (WTFC) stake by 55% in Q2 2026, buying an estimated $535K and bringing the position to 10,001 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Mercer Global Advisors first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Mercer Global Advisors held 10,001 shares of Wintrust Financial worth $1.61M as of Q2 2026.
  • Mercer Global Advisors bought 3,554 Wintrust Financial shares in Q2 2026, an estimated $535K.
  • Wintrust Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1472 holding.
  • Mercer Global Advisors first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.