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Nicholas Investment Partners’s Wintrust Financial WTFC Stock Holding History

Nicholas Investment Partners’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 		$20.9M Buy
130,326
+13,485
+12% +$2.03M 1.18% 17
2026
Q1 		$16.2M Sell
116,841
-749
-0.6% -$109K 1.17% 17
2025
Q4 		$16.4M Buy
117,590
+6,917
+6% +$920K 1.2% 14
2025
Q3 		$14.7M Buy
110,673
+2,280
+2% +$301K 1.12% 15
2025
Q2 		$13.4M Sell
108,393
-5,242
-5% -$601K 1.2% 13
2025
Q1 		$12.8M Buy
113,635
+19,100
+20% +$2.36M 1.32% 13
2024
Q4 		$11.8M Buy
94,535
+3,248
+4% +$401K 1.04% 23
2024
Q3 		$9.91M Buy
91,287
+18,037
+25% +$1.88M 0.91% 29
2024
Q2 		$7.22M Buy
73,250
+714
+1% +$69.9K 0.75% 38
2024
Q1 		$7.57M Buy
72,536
+249
+0.3% +$24K 0.78% 38
2023
Q4 		$6.7M Buy
+72,287
New +$5.98M 0.78% 36
2023
Q2 		– Sell
-53,894
Closed -$3.93M – 213
2023
Q1 		$3.93M Sell
53,894
-103,442
-66% -$8.85M 0.3% 84
2022
Q4 		$13.3M Buy
157,336
+66,017
+72% +$5.83M 1.17% 32
2022
Q3 		$7.45M Buy
91,319
+7,502
+9% +$637K 0.69% 53
2022
Q2 		$6.72M Sell
83,817
-6,136
-7% -$528K 0.64% 54
2022
Q1 		$8.36M Buy
+89,953
New +$8.76M 0.59% 56

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

Nicholas Investment Partners's WTFC Position: Q2 2026 in Review

Nicholas Investment Partners increased its Wintrust Financial (WTFC) stake by 12% in Q2 2026, buying an estimated $2.03M and bringing the position to 130,326 shares worth $20.9M. The position accounts for 1.18% of the portfolio, ranked #17.

Nicholas Investment Partners first reported a position in WTFC in Q1 2022 and has held it in 16 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Nicholas Investment Partners held 130,326 shares of Wintrust Financial worth $20.9M as of Q2 2026.
  • Nicholas Investment Partners bought 13,485 Wintrust Financial shares in Q2 2026, an estimated $2.03M.
  • Wintrust Financial made up 1.18% of Nicholas Investment Partners's portfolio in Q2 2026, its #17 holding.
  • Nicholas Investment Partners first reported a position in Wintrust Financial in Q1 2022 and has held it in 16 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.