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NewEdge Advisors’s Wintrust Financial WTFC Stock Holding History

NewEdge Advisors’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 		$213K Sell
1,531
-433
-22% -$62.8K ﹤0.01% 2566
2025
Q4 		$275K Buy
1,964
+1,376
+234% +$183K ﹤0.01% 2365
2025
Q3 		$77.9K Buy
588
+2
+0.3% +$264 ﹤0.01% 2688
2025
Q2 		$72.6K Buy
586
+100
+21% +$11.5K ﹤0.01% 2547
2025
Q1 		$54.6K Sell
486
-2,569
-84% -$317K ﹤0.01% 2528
2024
Q4 		$381K Sell
3,055
-22
-0.7% -$2.72K ﹤0.01% 1728
2024
Q3 		$334K Buy
3,077
+2,990
+3,437% +$312K ﹤0.01% 1739
2024
Q2 		$8.54K Sell
87
-81
-48% -$7.93K ﹤0.01% 2913
2024
Q1 		$17.5K Sell
168
-35
-17% -$3.38K ﹤0.01% 2672
2023
Q4 		$18.8K Buy
+203
New +$16.8K ﹤0.01% 2588
2023
Q1 		– Sell
-1,607
Closed -$136K – 4182
2022
Q4 		$136K Buy
+1,607
New +$142K ﹤0.01% 1323

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's WTFC Position: Q1 2026 in Review

NewEdge Advisors reduced its Wintrust Financial (WTFC) stake by 22% in Q1 2026, selling an estimated $62.8K and leaving 1,531 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

NewEdge Advisors first reported a position in WTFC in Q4 2022 and has held it in 11 quarters since. The position peaked at $381K in Q4 2024. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • NewEdge Advisors held 1,531 shares of Wintrust Financial worth $213K as of Q1 2026.
  • NewEdge Advisors sold 433 Wintrust Financial shares in Q1 2026, an estimated $62.8K.
  • Wintrust Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2566 holding.
  • NewEdge Advisors first reported a position in Wintrust Financial in Q4 2022 and has held it in 11 quarters since.
  • NewEdge Advisors's Wintrust Financial position peaked at $381K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.