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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
Q2 		$283K Buy
1,764
+233
+15% +$35.1K ﹤0.01% 2533
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 $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

NewEdge Advisors's WTFC Position: Q2 2026 in Review

NewEdge Advisors increased its Wintrust Financial (WTFC) stake by 15% in Q2 2026, buying an estimated $35.1K and bringing the position to 1,764 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

NewEdge Advisors first reported a position in WTFC in Q4 2022 and has held it in 12 quarters since. The position peaked at $381K in Q4 2024. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • NewEdge Advisors held 1,764 shares of Wintrust Financial worth $283K as of Q2 2026.
  • NewEdge Advisors bought 233 Wintrust Financial shares in Q2 2026, an estimated $35.1K.
  • Wintrust Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2533 holding.
  • NewEdge Advisors first reported a position in Wintrust Financial in Q4 2022 and has held it in 12 quarters since.
  • NewEdge Advisors's Wintrust Financial position peaked at $381K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.