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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Navellier & Associates's WTFC Position: Q1 2026 in Review

Navellier & Associates reduced its Wintrust Financial (WTFC) stake by 4.3% in Q1 2026, selling an estimated $20.6K and leaving 3,163 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #229.

Navellier & Associates first reported a position in WTFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $618K in Q1 2024. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Navellier & Associates held 3,163 shares of Wintrust Financial worth $439K as of Q1 2026.
Navellier & Associates sold 142 Wintrust Financial shares in Q1 2026, an estimated $20.6K.
Wintrust Financial made up 0.05% of Navellier & Associates's portfolio in Q1 2026, its #229 holding.
Navellier & Associates first reported a position in Wintrust Financial in Q1 2024 and has held it in 9 quarters since.
Navellier & Associates's Wintrust Financial position peaked at $618K in Q1 2024.
554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.