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MQS Management’s Wintrust Financial WTFC Stock Holding History

MQS Management’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 		$475K Buy
+2,957
New +$445K 0.58% 38
2025
Q4 		– Sell
-4,512
Closed -$598K – 654
2025
Q3 		$598K Sell
4,512
-225
-5% -$29.7K 0.35% 82
2025
Q2 		$587K Buy
+4,737
New +$543K 0.32% 80
2024
Q3 		– Sell
-3,078
Closed -$303K – 678
2024
Q2 		$303K Sell
3,078
-212
-6% -$20.8K 0.18% 243
2024
Q1 		$343K Sell
3,290
-904
-22% -$87.3K 0.2% 206
2023
Q4 		$389K Buy
+4,194
New +$347K 0.22% 183
2022
Q4 		– Sell
-2,696
Closed -$220K – 605
2022
Q3 		$220K Buy
+2,696
New +$229K 0.14% 321

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

MQS Management's WTFC Position: Q2 2026 in Review

MQS Management opened a new position in Wintrust Financial (WTFC) in Q2 2026: 2,957 shares worth $475K. The stake represents 0.58% of the portfolio and ranks #38 among its holdings. This is a return to the name: MQS Management previously reported a position in WTFC as recently as Q3 2025.

MQS Management first reported a position in WTFC in Q3 2022 and has held it in 7 quarters since. The position peaked at $598K in Q3 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • MQS Management held 2,957 shares of Wintrust Financial worth $475K as of Q2 2026.
  • Wintrust Financial was a new MQS Management position in Q2 2026.
  • Wintrust Financial made up 0.58% of MQS Management's portfolio in Q2 2026, its #38 holding.
  • MQS Management first reported a position in Wintrust Financial in Q3 2022 and has held it in 7 quarters since.
  • MQS Management's Wintrust Financial position peaked at $598K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.