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 Q3	$609K	Sell	4,298 -48	-1%	-$7.47K	﹤0.01%	1454
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Merit Financial Group's WTFC Position: Q3 2026 in Review

Merit Financial Group reduced its Wintrust Financial (WTFC) stake by 1.1% in Q3 2026, selling an estimated $7.47K and leaving 4,298 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Merit Financial Group first reported a position in WTFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $699K in Q2 2026. 326 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Merit Financial Group held 4,298 shares of Wintrust Financial worth $609K as of Q3 2026.
Merit Financial Group sold 48 Wintrust Financial shares in Q3 2026, an estimated $7.47K.
Wintrust Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1454 holding.
Merit Financial Group first reported a position in Wintrust Financial in Q4 2024 and has held it in 8 quarters since.
Merit Financial Group's Wintrust Financial position peaked at $699K in Q2 2026.
326 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.