N.E.W. Advisory Services’s Wintrust Financial WTFC Stock Holding History

N.E.W. Advisory Services’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	$7.07K	Hold	44	–	–	﹤0.01%	699
2026 Q1	$6.11K	Hold	44	–	–	﹤0.01%	709
2025 Q4	$6.15K	Hold	44	–	–	﹤0.01%	685
2025 Q3	$5.83K	Hold	44	–	–	﹤0.01%	643
2025 Q2	$5.46K	Hold	44	–	–	﹤0.01%	641
2025 Q1	$4.95K	Buy	+44	New	+$5.44K	﹤0.01%	713

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

N.E.W. Advisory Services's WTFC Position: Q2 2026 in Review

N.E.W. Advisory Services held its Wintrust Financial (WTFC) position steady in Q2 2026 at 44 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

N.E.W. Advisory Services first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

N.E.W. Advisory Services held 44 shares of Wintrust Financial worth $7.07K as of Q2 2026.
N.E.W. Advisory Services left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #699 holding.
N.E.W. Advisory Services first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.