Northwestern Mutual Wealth Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.32M | Sell |
8,184
-422
| -5% | -$63.5K | ﹤0.01% | 1318 |
|
|
2026
Q1 | $1.2M | Sell |
8,606
-503
| -6% | -$72.9K | ﹤0.01% | 1273 |
|
|
2025
Q4 | $1.27M | Sell |
9,109
-465
| -5% | -$61.8K | ﹤0.01% | 1211 |
|
|
2025
Q3 | $1.27M | Sell |
9,574
-518
| -5% | -$68.4K | ﹤0.01% | 1157 |
|
|
2025
Q2 | $1.25M | Sell |
10,092
-73
| -0.7% | -$8.37K | ﹤0.01% | 1095 |
|
|
2025
Q1 | $1.14M | Sell |
10,165
-687
| -6% | -$84.9K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $1.35M | Sell |
10,852
-829
| -7% | -$102K | ﹤0.01% | 962 |
|
|
2024
Q3 | $1.27M | Sell |
11,681
-1,412
| -11% | -$147K | ﹤0.01% | 984 |
|
|
2024
Q2 | $1.29M | Buy |
13,093
+7,534
| +136% | +$738K | ﹤0.01% | 944 |
|
|
2024
Q1 | $580K | Buy |
5,559
+309
| +6% | +$29.8K | ﹤0.01% | 1192 |
|
|
2023
Q4 | $487K | Buy |
5,250
+15
| +0.3% | +$1.24K | ﹤0.01% | 1219 |
|
|
2023
Q3 | $395K | Hold |
5,235
| – | – | ﹤0.01% | 1232 |
|
|
2023
Q2 | $380K | Buy |
5,235
+1,700
| +48% | +$116K | ﹤0.01% | 1249 |
|
|
2023
Q1 | $258K | Buy |
3,535
+520
| +17% | +$44.5K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $255K | Buy |
3,015
+123
| +4% | +$10.9K | ﹤0.01% | 1341 |
|
|
2022
Q3 | $236K | Buy |
2,892
+27
| +0.9% | +$2.29K | ﹤0.01% | 1340 |
|
|
2022
Q2 | $230K | Sell |
2,865
-84
| -3% | -$7.23K | ﹤0.01% | 1346 |
|
|
2022
Q1 | $274K | Buy |
2,949
+84
| +3% | +$8.18K | ﹤0.01% | 1320 |
|
|
2021
Q4 | $260K | Sell |
2,865
-1,304
| -31% | -$116K | ﹤0.01% | 1325 |
|
|
2021
Q3 | $335K | Buy |
4,169
+304
| +8% | +$22.4K | ﹤0.01% | 1152 |
|
|
2021
Q2 | $292K | Buy |
3,865
+1,000
| +35% | +$78.1K | ﹤0.01% | 1174 |
|
|
2021
Q1 | $217K | Hold |
2,865
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q4 | $175K | Sell |
2,865
-67
| -2% | -$3.6K | ﹤0.01% | 1195 |
|
|
2020
Q3 | $117K | Buy |
2,932
+67
| +2% | +$2.87K | ﹤0.01% | 1215 |
|
|
2020
Q2 | $125K | Hold |
2,865
| – | – | ﹤0.01% | 1139 |
|
|
2020
Q1 | $94K | Hold |
2,865
| – | – | ﹤0.01% | 1137 |
|
|
2019
Q4 | $203K | Hold |
2,865
| – | – | ﹤0.01% | 941 |
|
|
2019
Q3 | $185K | Sell |
2,865
-38
| -1% | -$2.52K | ﹤0.01% | 923 |
|
|
2019
Q2 | $212K | Sell |
2,903
-287
| -9% | -$21K | ﹤0.01% | 865 |
|
|
2019
Q1 | $215K | Hold |
3,190
| – | – | ﹤0.01% | 844 |
|
|
2018
Q4 | $212K | Hold |
3,190
| – | – | ﹤0.01% | 780 |
|
|
2018
Q3 | $271K | Buy |
3,190
+2,865
| +882% | +$255K | ﹤0.01% | 731 |
|
|
2018
Q2 | $28K | Hold |
325
| – | – | ﹤0.01% | 1484 |
|
|
2018
Q1 | $28K | Sell |
325
-26
| -7% | -$2.24K | ﹤0.01% | 1415 |
|
|
2017
Q4 | $29K | Buy |
351
+26
| +8% | +$2.09K | ﹤0.01% | 1374 |
|
|
2017
Q3 | $25K | Hold |
325
| – | – | ﹤0.01% | 1396 |
|
|
2017
Q2 | $25K | Hold |
325
| – | – | ﹤0.01% | 1320 |
|
|
2017
Q1 | $22K | Buy |
+325
| New | +$23.4K | ﹤0.01% | 1300 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | – | – | 1857 |
|
|
2015
Q2 | $0 | Buy |
+1
| New | +$50 | ﹤0.01% | 1652 |
|
|
2015
Q1 | – | Sell |
-104
| Closed | -$5K | – | 1852 |
|
|
2014
Q4 | $5K | Buy |
+104
| New | +$4.71K | ﹤0.01% | 1306 |
|
|
2014
Q1 | – | Sell |
-138
| Closed | -$6K | – | 1477 |
|
|
2013
Q4 | $6K | Buy |
+138
| New | +$6.11K | ﹤0.01% | 1031 |
|
Other funds holding WTFC
Northwestern Mutual Wealth Management's WTFC Position: Q2 2026 in Review
Northwestern Mutual Wealth Management reduced its Wintrust Financial (WTFC) stake by 4.9% in Q2 2026, selling an estimated $63.5K and leaving 8,184 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1318.
Northwestern Mutual Wealth Management first reported a position in WTFC in Q4 2013 and has held it in 41 quarters since. The position peaked at $1.35M in Q4 2024. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.
- Northwestern Mutual Wealth Management held 8,184 shares of Wintrust Financial worth $1.32M as of Q2 2026.
- Northwestern Mutual Wealth Management sold 422 Wintrust Financial shares in Q2 2026, an estimated $63.5K.
- Wintrust Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1318 holding.
- Northwestern Mutual Wealth Management first reported a position in Wintrust Financial in Q4 2013 and has held it in 41 quarters since.
- Northwestern Mutual Wealth Management's Wintrust Financial position peaked at $1.35M in Q4 2024.
- 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.