MML Investors Services
WTFC icon

MML Investors Services’s Wintrust Financial WTFC Stock Holding History

MML Investors Services’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 		$5.52M Buy
34,340
+4,362
+15% +$656K 0.01% 942
2026
Q1 		$4.17M Sell
29,978
-743
-2% -$108K 0.01% 909
2025
Q4 		$4.3M Buy
30,721
+5,985
+24% +$796K 0.01% 941
2025
Q3 		$3.28M Buy
24,736
+895
+4% +$118K 0.01% 1045
2025
Q2 		$2.96M Buy
23,841
+4,791
+25% +$550K 0.01% 1049
2025
Q1 		$2.14M Buy
19,050
+12,207
+178% +$1.51M 0.01% 1139
2024
Q4 		$853K Buy
6,843
+642
+10% +$79.3K ﹤0.01% 1612
2024
Q3 		$673K Buy
6,201
+106
+2% +$11.1K ﹤0.01% 1685
2024
Q2 		$601K Sell
6,095
-324
-5% -$31.7K ﹤0.01% 1665
2024
Q1 		$670K Buy
6,419
+1,001
+18% +$96.6K ﹤0.01% 1636
2023
Q4 		$503K Buy
5,418
+680
+14% +$56.2K ﹤0.01% 1755
2023
Q3 		$358K Sell
4,738
-635
-12% -$50K ﹤0.01% 1827
2023
Q2 		$390K Buy
5,373
+2,033
+61% +$139K ﹤0.01% 1779
2023
Q1 		$244K Buy
3,340
+389
+13% +$33.3K ﹤0.01% 1807
2022
Q4 		$249K Buy
+2,951
New +$261K ﹤0.01% 1897
2020
Q1 		– Sell
-8,300
Closed -$588K – 1552
2019
Q4 		$588K Sell
8,300
-3,413
-29% -$227K 0.01% 937
2019
Q3 		$757K Sell
11,713
-498
-4% -$33K 0.01% 789
2019
Q2 		$893K Buy
12,211
+1,133
+10% +$82.8K 0.01% 759
2019
Q1 		$746K Buy
11,078
+4,839
+78% +$346K 0.01% 829
2018
Q4 		$415K Sell
6,239
-2,667
-30% -$203K 0.01% 998
2018
Q3 		$756K Buy
+8,906
New +$793K 0.01% 794

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 $3.38T AUM 44.17% 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

MML Investors Services's WTFC Position: Q2 2026 in Review

MML Investors Services increased its Wintrust Financial (WTFC) stake by 15% in Q2 2026, buying an estimated $656K and bringing the position to 34,340 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #942.

MML Investors Services first reported a position in WTFC in Q3 2018 and has held it in 21 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • MML Investors Services held 34,340 shares of Wintrust Financial worth $5.52M as of Q2 2026.
  • MML Investors Services bought 4,362 Wintrust Financial shares in Q2 2026, an estimated $656K.
  • Wintrust Financial made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #942 holding.
  • MML Investors Services first reported a position in Wintrust Financial in Q3 2018 and has held it in 21 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.