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Mount Yale Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$456K Buy
+3,279
New +$475K 0.01% 747
2025
Q4 		– Sell
-2,604
Closed -$345K – 808
2025
Q3 		$345K Buy
2,604
+43
+2% +$5.68K 0.02% 496
2025
Q2 		$317K Sell
2,561
-2,184
-46% -$250K 0.02% 435
2025
Q1 		$534K Sell
4,745
-460
-9% -$56.8K 0.05% 315
2024
Q4 		$649K Sell
5,205
-107
-2% -$13.2K 0.05% 298
2024
Q3 		$577K Sell
5,312
-69
-1% -$7.2K 0.06% 316
2024
Q2 		$530K Sell
5,381
-27
-0.5% -$2.65K 0.04% 333
2024
Q1 		$565K Buy
5,408
+811
+18% +$78.3K 0.04% 330
2023
Q4 		$426K Buy
4,597
+455
+11% +$37.6K 0.04% 349
2023
Q3 		$313K Buy
4,142
+540
+15% +$42.5K 0.03% 386
2023
Q2 		$262K Sell
3,602
-311
-8% -$21.2K 0.03% 420
2023
Q1 		$285K Sell
3,913
-659
-14% -$56.4K 0.03% 393
2022
Q4 		$386K Buy
4,572
+251
+6% +$22.2K 0.04% 320
2022
Q3 		$352K Sell
4,321
-57
-1% -$4.84K 0.05% 314
2022
Q2 		$351K Buy
4,378
+401
+10% +$34.5K 0.04% 325
2022
Q1 		$370K Buy
3,977
+323
+9% +$31.5K 0.04% 331
2021
Q4 		$332K Sell
3,654
-685
-16% -$61.1K 0.03% 350
2021
Q3 		$349K Buy
4,339
+498
+13% +$36.8K 0.04% 327
2021
Q2 		$291K Sell
3,841
-43
-1% -$3.36K 0.04% 326
2021
Q1 		$294K Sell
3,884
-857
-18% -$61.2K 0.04% 318
2020
Q4 		$290K Buy
+4,741
New +$255K 0.04% 305

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's WTFC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Wintrust Financial (WTFC) in Q1 2026: 3,279 shares worth $456K. The stake represents 0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in WTFC as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in WTFC in Q4 2020 and has held it in 21 quarters since. The position peaked at $649K in Q4 2024. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Mount Yale Investment Advisors held 3,279 shares of Wintrust Financial worth $456K as of Q1 2026.
  • Wintrust Financial was a new Mount Yale Investment Advisors position in Q1 2026.
  • Wintrust Financial made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #747 holding.
  • Mount Yale Investment Advisors first reported a position in Wintrust Financial in Q4 2020 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Wintrust Financial position peaked at $649K in Q4 2024.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.