Nisa Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Nisa Investment 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	$3.9M	Sell	28,059 -440	-2%	-$63.8K	0.01%	443
2025 Q4	$3.98M	Hold	28,499	–	–	0.01%	461
2025 Q3	$3.77M	Hold	28,499	–	–	0.01%	473
2025 Q2	$3.53M	Buy	28,499 +9	+0%	+$1.03K	0.02%	482
2025 Q1	$3.2M	Hold	28,490	–	–	0.02%	525
2024 Q4	$3.55M	Hold	28,490	–	–	0.01%	527
2024 Q3	$3.09M	Buy	28,490 +315	+1%	+$32.8K	0.02%	543
2024 Q2	$2.78M	Hold	28,175	–	–	0.02%	591
2024 Q1	$2.94M	Hold	28,175	–	–	0.02%	583
2023 Q4	$2.61M	Buy	28,175 +5	+0%	+$413	0.02%	577
2023 Q3	$2.13M	Sell	28,170 -4,300	-13%	-$338K	0.02%	651
2023 Q2	$2.36M	Sell	32,470 -5	-0%	-$341	0.02%	635
2023 Q1	$2.37M	Buy	32,475 +35	+0.1%	+$2.99K	0.02%	621
2022 Q4	$2.74M	Sell	32,440 -6	-0%	-$530	0.02%	634
2022 Q3	$2.65M	Buy	32,446 +46	+0.1%	+$3.9K	0.02%	553
2022 Q2	$2.6M	Sell	32,400 -2,000	-6%	-$172K	0.02%	561
2022 Q1	$3.2M	Hold	34,400	–	–	0.02%	533
2021 Q4	$3.37M	Hold	34,400	–	–	0.03%	495
2021 Q3	$2.77K	Hold	34,400	–	–	0.02%	623
2021 Q2	$2.6K	Sell	34,400 -5,400	-14%	-$422K	0.02%	650
2021 Q1	$3.02K	Hold	39,800	–	–	0.02%	605
2020 Q4	$2.43M	Hold	39,800	–	–	0.02%	635
2020 Q3	$1.59M	Hold	39,800	–	–	0.01%	662
2020 Q2	$1.74M	Hold	39,800	–	–	0.02%	621
2020 Q1	$1.31M	Sell	39,800 -2,550	-6%	-$142K	0.01%	630
2019 Q4	$3M	Sell	42,350 -8,800	-17%	-$586K	0.03%	516
2019 Q3	$3.31M	Hold	51,150	–	–	0.03%	481
2019 Q2	$3.74M	Hold	51,150	–	–	0.04%	439
2019 Q1	$3.44M	Hold	51,150	–	–	0.03%	463
2018 Q4	$3.4M	Hold	51,150	–	–	0.04%	414
2018 Q3	$4.34M	Hold	51,150	–	–	0.04%	410
2018 Q2	$4.45M	Hold	51,150	–	–	0.05%	383
2018 Q1	$4.38M	Sell	51,150 -350	-0.7%	-$30.1K	0.05%	379
2017 Q4	$4.24M	Sell	51,500 -400	-0.8%	-$32.2K	0.04%	378
2017 Q3	$4.06M	Hold	51,900	–	–	0.05%	384
2017 Q2	$3.86M	Buy	51,900 +100	+0.2%	+$7.16K	0.05%	394
2017 Q1	$3.58M	Buy	51,800 +250	+0.5%	+$18K	0.04%	414
2016 Q4	$3.74M	Hold	51,550	–	–	0.05%	391
2016 Q3	$2.87M	Hold	51,550	–	–	0.04%	450
2016 Q2	$2.63M	Buy	51,550 +150	+0.3%	+$7.51K	0.04%	469
2016 Q1	$2.28M	Buy	51,400 +10,300	+25%	+$441K	0.03%	497
2015 Q4	$1.99M	Sell	41,100 -5,600	-12%	-$286K	0.03%	538
2015 Q3	$2.48M	Buy	46,700 +5,600	+14%	+$296K	0.04%	464
2015 Q2	$2.19M	Hold	41,100	–	–	0.03%	531
2015 Q1	$1.96M	Hold	41,100	–	–	0.03%	592
2014 Q4	$1.92M	Hold	41,100	–	–	0.03%	597
2014 Q3	$1.84M	Hold	41,100	–	–	0.03%	586
2014 Q2	$1.89M	Hold	41,100	–	–	0.03%	594
2014 Q1	$2M	Hold	41,100	–	–	0.03%	558
2013 Q4	$1.9M	Hold	41,100	–	–	0.03%	570
2013 Q3	$1.69M	Hold	41,100	–	–	0.03%	587
2013 Q2	$1.57M	Buy	+41,100	New	+$1.51M	0.02%	602

Other funds holding WTFC

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nisa Investment Advisors's WTFC Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Wintrust Financial (WTFC) stake by 1.5% in Q1 2026, selling an estimated $63.8K and leaving 28,059 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #443.

Nisa Investment Advisors first reported a position in WTFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.45M in Q2 2018. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Nisa Investment Advisors held 28,059 shares of Wintrust Financial worth $3.9M as of Q1 2026.
Nisa Investment Advisors sold 440 Wintrust Financial shares in Q1 2026, an estimated $63.8K.
Wintrust Financial made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #443 holding.
Nisa Investment Advisors first reported a position in Wintrust Financial in Q2 2013 and has held it in 52 quarters since.
Nisa Investment Advisors's Wintrust Financial position peaked at $4.45M in Q2 2018.
554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.