Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Wintrust Financial WTFC Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$179K Buy
+1,111
New +$167K ﹤0.01% 1360
2023
Q4 		– Sell
-4,284
Closed -$323K – 1162
2023
Q3 		$323K Buy
4,284
+761
+22% +$59.9K ﹤0.01% 978
2023
Q2 		$256K Buy
3,523
+284
+9% +$19.4K ﹤0.01% 1014
2023
Q1 		$236K Buy
3,239
+123
+4% +$10.5K ﹤0.01% 1041
2022
Q4 		$263K Buy
3,116
+27
+0.9% +$2.38K ﹤0.01% 981
2022
Q3 		$252K Sell
3,089
-321
-9% -$27.3K ﹤0.01% 984
2022
Q2 		$273K Sell
3,410
-670
-16% -$57.7K ﹤0.01% 1009
2022
Q1 		$379K Sell
4,080
-800
-16% -$77.9K ﹤0.01% 1119
2021
Q4 		$443K Sell
4,880
-179
-4% -$16K ﹤0.01% 1120
2021
Q3 		$407K Hold
5,059
– – ﹤0.01% 1142
2021
Q2 		$385K Sell
5,059
-307
-6% -$24K ﹤0.01% 1159
2021
Q1 		$328K Sell
5,366
-2,440
-31% -$174K ﹤0.01% 1132
2020
Q4 		$477K Hold
7,806
– – ﹤0.01% 1100
2020
Q3 		$313K Hold
7,806
– – ﹤0.01% 1112
2020
Q2 		$340K Buy
7,806
+1,400
+22% +$55.9K ﹤0.01% 1084
2020
Q1 		$211K Hold
6,406
– – ﹤0.01% 1134
2019
Q4 		$454K Buy
6,406
+1,400
+28% +$93.3K ﹤0.01% 1088
2019
Q3 		$324K Buy
+5,006
New +$332K ﹤0.01% 1142

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

Mitsubishi UFJ Trust & Banking's WTFC Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking opened a new position in Wintrust Financial (WTFC) in Q2 2026: 1,111 shares worth $179K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: Mitsubishi UFJ Trust & Banking previously reported a position in WTFC as recently as Q3 2023.

Mitsubishi UFJ Trust & Banking first reported a position in WTFC in Q3 2019 and has held it in 18 quarters since. The position peaked at $477K in Q4 2020. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 1,111 shares of Wintrust Financial worth $179K as of Q2 2026.
  • Wintrust Financial was a new Mitsubishi UFJ Trust & Banking position in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #1360 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Wintrust Financial in Q3 2019 and has held it in 18 quarters since.
  • Mitsubishi UFJ Trust & Banking's Wintrust Financial position peaked at $477K in Q4 2020.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.