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MGO One Seven’s Wintrust Financial WTFC Stock Holding History

MGO One Seven’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 		$211K Buy
+1,315
New +$198K ﹤0.01% 1459
2019
Q1 		– Sell
-108
Closed -$7K – 1647
2018
Q4 		$7K Buy
+108
New +$8.21K ﹤0.01% 1277
2018
Q1 		$30K Sell
345
-79
-19% -$6.8K 0.01% 752
2017
Q4 		$35K Buy
+424
New +$34.1K 0.02% 713

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

MGO One Seven's WTFC Position: Q2 2026 in Review

MGO One Seven opened a new position in Wintrust Financial (WTFC) in Q2 2026: 1,315 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings. This is a return to the name: MGO One Seven previously reported a position in WTFC as recently as Q4 2018.

MGO One Seven first reported a position in WTFC in Q4 2017 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • MGO One Seven held 1,315 shares of Wintrust Financial worth $211K as of Q2 2026.
  • Wintrust Financial was a new MGO One Seven position in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1459 holding.
  • MGO One Seven first reported a position in Wintrust Financial in Q4 2017 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.