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Navellier & Associates’s Wintrust Financial WTFC Stock Holding History

Navellier & Associates’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 		– Sell
-3,163
Closed -$439K – 391
2026
Q1 		$439K Sell
3,163
-142
-4% -$20.6K 0.05% 229
2025
Q4 		$462K Sell
3,305
-1,133
-26% -$151K 0.05% 226
2025
Q3 		$588K Buy
4,438
+891
+25% +$118K 0.06% 239
2025
Q2 		$440K Sell
3,547
-30
-0.8% -$3.44K 0.05% 223
2025
Q1 		$412K Sell
3,577
-1,231
-26% -$152K 0.06% 224
2024
Q4 		$600K Buy
4,808
+1,146
+31% +$142K 0.07% 223
2024
Q3 		$397K Sell
3,662
-2,091
-36% -$218K 0.05% 252
2024
Q2 		$567K Sell
5,753
-170
-3% -$16.7K 0.07% 226
2024
Q1 		$618K Buy
+5,923
New +$572K 0.08% 211

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

Navellier & Associates's WTFC Position: Q2 2026 in Review

Navellier & Associates sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 3,163 shares — an estimated $439K sold.

Navellier & Associates first reported a position in WTFC in Q1 2024 and held it in 9 quarters. The position peaked at $618K in Q1 2024. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Navellier & Associates reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Navellier & Associates sold 3,163 Wintrust Financial shares in Q2 2026, an estimated $439K.
  • Navellier & Associates first reported a position in Wintrust Financial in Q1 2024 and held it in 9 quarters.
  • Navellier & Associates's Wintrust Financial position peaked at $618K in Q1 2024.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.