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NewEdge Wealth’s Wintrust Financial WTFC Stock Holding History

NewEdge Wealth’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 		$229K Buy
+1,423
New +$214K ﹤0.01% 1137
2026
Q1 		– Sell
-1,499
Closed -$210K – 1290
2025
Q4 		$210K Buy
+1,499
New +$199K ﹤0.01% 1137

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 Wealth's WTFC Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Wintrust Financial (WTFC) in Q2 2026: 1,423 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in WTFC as recently as Q4 2025.

NewEdge Wealth first reported a position in WTFC in Q4 2025 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • NewEdge Wealth held 1,423 shares of Wintrust Financial worth $229K as of Q2 2026.
  • Wintrust Financial was a new NewEdge Wealth position in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1137 holding.
  • NewEdge Wealth first reported a position in Wintrust Financial in Q4 2025 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.