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nVerses Capital’s Wintrust Financial WTFC Stock Holding History

nVerses Capital’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 		$235K Buy
+1,461
New +$220K 0.36% 136
2024
Q4 		– Sell
-1,600
Closed -$174K – 907
2024
Q3 		$174K Sell
1,600
-100
-6% -$10.4K 0.08% 365
2024
Q2 		$168K Buy
+1,700
New +$167K 0.1% 306

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 $3.38T AUM 44.17% 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

nVerses Capital's WTFC Position: Q2 2026 in Review

nVerses Capital opened a new position in Wintrust Financial (WTFC) in Q2 2026: 1,461 shares worth $235K. The stake represents 0.36% of the portfolio and ranks #136 among its holdings. This is a return to the name: nVerses Capital previously reported a position in WTFC as recently as Q3 2024.

nVerses Capital first reported a position in WTFC in Q2 2024 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • nVerses Capital held 1,461 shares of Wintrust Financial worth $235K as of Q2 2026.
  • Wintrust Financial was a new nVerses Capital position in Q2 2026.
  • Wintrust Financial made up 0.36% of nVerses Capital's portfolio in Q2 2026, its #136 holding.
  • nVerses Capital first reported a position in Wintrust Financial in Q2 2024 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on nVerses Capital's 13F filing for Q2 2026, filed 4 Aug 2026.