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Moody Aldrich Partners’s Wintrust Financial WTFC Stock Holding History

Moody Aldrich Partners’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 		$9.23M Sell
57,414
-7,742
-12% -$1.16M 1.66% 4
2026
Q1 		$9.05M Sell
65,156
-677
-1% -$98.1K 1.63% 5
2025
Q4 		$9.2M Buy
65,833
+22,641
+52% +$3.01M 1.72% 6
2025
Q3 		$5.72M Sell
43,192
-7,971
-16% -$1.05M 1.09% 30
2025
Q2 		$6.34M Sell
51,163
-57,303
-53% -$6.57M 1.23% 24
2025
Q1 		$12.2M Sell
108,466
-3,185
-3% -$394K 2.55% 1
2024
Q4 		$13.9M Sell
111,651
-3,196
-3% -$395K 2.58% 1
2024
Q3 		$12.5M Sell
114,847
-1,171
-1% -$122K 2.27% 1
2024
Q2 		$11.4M Buy
116,018
+13,315
+13% +$1.3M 2.23% 1
2024
Q1 		$10.7M Sell
102,703
-2,309
-2% -$223K 1.82% 3
2023
Q4 		$9.74M Sell
105,012
-10,574
-9% -$874K 1.75% 4
2023
Q3 		$8.73M Sell
115,586
-45,626
-28% -$3.59M 1.65% 9
2023
Q2 		$11.7M Buy
161,212
+71,081
+79% +$4.85M 2.27% 2
2023
Q1 		$6.58M Buy
90,131
+10,350
+13% +$885K 1.33% 21
2022
Q4 		$6.74M Sell
79,781
-2,065
-3% -$182K 1.37% 19
2022
Q3 		$6.67M Sell
81,846
-174
-0.2% -$14.8K 1.37% 19
2022
Q2 		$6.57M Sell
82,020
-12,259
-13% -$1.06M 1.29% 24
2022
Q1 		$8.76M Buy
94,279
+10,042
+12% +$978K 1.23% 30
2021
Q4 		$7.65M Sell
84,237
-15,500
-16% -$1.38M 1.07% 39
2021
Q3 		$8.02M Sell
99,737
-58,865
-37% -$4.35M 1.02% 42
2021
Q2 		$12M Sell
158,602
-76,642
-33% -$5.99M 1.69% 9
2021
Q1 		$17.8M Buy
235,244
+54,843
+30% +$3.92M 2.57% 2
2020
Q4 		$11M Buy
180,401
+197
+0.1% +$10.6K 1.78% 5
2020
Q3 		$7.22M Buy
180,204
+4,371
+2% +$187K 1.51% 11
2020
Q2 		$7.67M Buy
+175,833
New +$7.02M 1.63% 9
2018
Q2 		– Sell
-49,163
Closed -$4.23M – 115
2018
Q1 		$4.23M Buy
49,163
+11,157
+29% +$961K 2.71% 1
2017
Q4 		$3.13M Buy
38,006
+11,235
+42% +$905K 2.54% 2
2017
Q3 		$2.1M Buy
26,771
+12,291
+85% +$913K 2.16% 4
2017
Q2 		$1.11M Buy
14,480
+6,950
+92% +$498K 1.38% 24
2017
Q1 		$520K Sell
7,530
-14,850
-66% -$1.07M 0.89% 57
2016
Q4 		$1.62M Buy
+22,380
New +$1.39M 1.05% 48

Other funds holding WTFC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Moody Aldrich Partners's WTFC Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Wintrust Financial (WTFC) stake by 12% in Q2 2026, selling an estimated $1.16M and leaving 57,414 shares worth $9.23M. The position accounts for 1.66% of the portfolio, ranked #4.

Moody Aldrich Partners first reported a position in WTFC in Q4 2016 and has held it in 31 quarters since. The position peaked at $17.8M in Q1 2021. 85 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Moody Aldrich Partners held 57,414 shares of Wintrust Financial worth $9.23M as of Q2 2026.
  • Moody Aldrich Partners sold 7,742 Wintrust Financial shares in Q2 2026, an estimated $1.16M.
  • Wintrust Financial made up 1.66% of Moody Aldrich Partners's portfolio in Q2 2026, its #4 holding.
  • Moody Aldrich Partners first reported a position in Wintrust Financial in Q4 2016 and has held it in 31 quarters since.
  • Moody Aldrich Partners's Wintrust Financial position peaked at $17.8M in Q1 2021.
  • 85 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.