New York Life Investment Management’s Wintrust Financial WTFC Stock Holding History

New York Life Investment 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	$1.37M	Buy	8,510 +480	+6%	+$72.2K	0.01%	626
2026 Q1	$1.12M	Buy	8,030 +2,154	+37%	+$312K	0.01%	647
2025 Q4	$822K	Buy	+5,876	New	+$781K	0.01%	649
2023 Q1	–	Sell	-6,105	Closed	-$516K	–	1410
2022 Q4	$516K	Buy	6,105 +689	+13%	+$60.9K	0.01%	905
2022 Q3	$442K	Buy	5,416 +398	+8%	+$33.8K	0.01%	848
2022 Q2	$402K	Buy	+5,018	New	+$432K	﹤0.01%	957

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

New York Life Investment Management's WTFC Position: Q2 2026 in Review

New York Life Investment Management increased its Wintrust Financial (WTFC) stake by 6% in Q2 2026, buying an estimated $72.2K and bringing the position to 8,510 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #626.

New York Life Investment Management first reported a position in WTFC in Q2 2022 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

New York Life Investment Management held 8,510 shares of Wintrust Financial worth $1.37M as of Q2 2026.
New York Life Investment Management bought 480 Wintrust Financial shares in Q2 2026, an estimated $72.2K.
Wintrust Financial made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #626 holding.
New York Life Investment Management first reported a position in Wintrust Financial in Q2 2022 and has held it in 6 quarters since.
439 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.