MV Capital Management’s Wintrust Financial WTFC Stock Holding History

MV Capital 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	$483	Hold	3	–	–	﹤0.01%	1033
2026 Q1	$417	Buy	+3	New	+$435	﹤0.01%	1000
2015 Q1	–	Sell	-90	Closed	-$4K	–	526
2014 Q4	$4K	Buy	+90	New	+$4.08K	﹤0.01%	419

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

MV Capital Management's WTFC Position: Q2 2026 in Review

MV Capital Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 3 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

MV Capital Management first reported a position in WTFC in Q4 2014 and has held it in 3 quarters since. The position peaked at $4K in Q4 2014. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

MV Capital Management held 3 shares of Wintrust Financial worth $483 as of Q2 2026.
MV Capital Management left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1033 holding.
MV Capital Management first reported a position in Wintrust Financial in Q4 2014 and has held it in 3 quarters since.
MV Capital Management's Wintrust Financial position peaked at $4K in Q4 2014.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.