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Merit Financial Group’s Wintrust Financial WTFC Stock Holding History

Merit Financial 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 		$699K Sell
4,346
-117
-3% -$17.6K ﹤0.01% 1294
2026
Q1 		$620K Buy
4,463
+551
+14% +$79.9K ﹤0.01% 1242
2025
Q4 		$547K Sell
3,912
-16
-0.4% -$2.13K ﹤0.01% 1266
2025
Q3 		$520K Sell
3,928
-367
-9% -$48.5K ﹤0.01% 1170
2025
Q2 		$532K Buy
4,295
+2,000
+87% +$229K 0.01% 1071
2025
Q1 		$258K Buy
2,295
+187
+9% +$23.1K ﹤0.01% 1182
2024
Q4 		$263K Buy
+2,108
New +$260K ﹤0.01% 979

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

Merit Financial Group's WTFC Position: Q2 2026 in Review

Merit Financial Group reduced its Wintrust Financial (WTFC) stake by 2.6% in Q2 2026, selling an estimated $17.6K and leaving 4,346 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Merit Financial Group first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Merit Financial Group held 4,346 shares of Wintrust Financial worth $699K as of Q2 2026.
  • Merit Financial Group sold 117 Wintrust Financial shares in Q2 2026, an estimated $17.6K.
  • Wintrust Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1294 holding.
  • Merit Financial Group first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.