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Oak Thistle LLC’s Wintrust Financial WTFC Stock Holding History

Oak Thistle LLC’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
Q3 		– Sell
-10,408
Closed -$1.67M – 677
2026
Q2 		$1.67M Buy
+10,408
New +$1.57M 0.16% 236
2025
Q1 		– Sell
-2,757
Closed -$344K – 578
2024
Q4 		$344K Buy
+2,757
New +$341K 0.1% 310
2024
Q1 		– Sell
-9,823
Closed -$911K – 539
2023
Q4 		$911K Buy
+9,823
New +$812K 0.26% 150
2023
Q1 		– Sell
-3,139
Closed -$265K – 454
2022
Q4 		$265K Buy
+3,139
New +$277K 0.57% 88
2022
Q1 		– Sell
-4,065
Closed -$369K – 525
2021
Q4 		$369K Buy
+4,065
New +$363K 0.29% 157

Other funds holding WTFC

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Oak Thistle LLC's WTFC Position: Q3 2026 in Review

Oak Thistle LLC sold out of Wintrust Financial (WTFC) in Q3 2026, closing a stake of 10,408 shares — an estimated $1.67M sold.

Oak Thistle LLC first reported a position in WTFC in Q4 2021 and held it in 5 quarters. The position peaked at $1.67M in Q2 2026. 84 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Oak Thistle LLC reported no remaining Wintrust Financial position as of Q3 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 10,408 Wintrust Financial shares in Q3 2026, an estimated $1.67M.
  • Oak Thistle LLC first reported a position in Wintrust Financial in Q4 2021 and held it in 5 quarters.
  • Oak Thistle LLC's Wintrust Financial position peaked at $1.67M in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.