Meriwether Wealth & Planning’s Wintrust Financial WTFC Stock Holding History

Meriwether Wealth & Planning’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	$5.25K	Buy	+37	New	+$5.76K	﹤0.01%	508

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

Meriwether Wealth & Planning's WTFC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Wintrust Financial (WTFC) in Q3 2026: 37 shares worth $5.25K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings.

326 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Meriwether Wealth & Planning held 37 shares of Wintrust Financial worth $5.25K as of Q3 2026.
Wintrust Financial was a new Meriwether Wealth & Planning position in Q3 2026.
Wintrust Financial made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #508 holding.
326 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.