Morey & Quinn Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Morey & Quinn Wealth 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	$211K	Buy	+1,314	New	+$198K	0.14%	137

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morey & Quinn Wealth Partners's WTFC Position: Q2 2026 in Review

Morey & Quinn Wealth Partners opened a new position in Wintrust Financial (WTFC) in Q2 2026: 1,314 shares worth $211K. The stake represents 0.14% of the portfolio and ranks #137 among its holdings.

595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Morey & Quinn Wealth Partners held 1,314 shares of Wintrust Financial worth $211K as of Q2 2026.
Wintrust Financial was a new Morey & Quinn Wealth Partners position in Q2 2026.
Wintrust Financial made up 0.14% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #137 holding.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.