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 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Oak Thistle LLC's WTFC Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Wintrust Financial (WTFC) in Q2 2026: 10,408 shares worth $1.67M. The stake represents 0.16% of the portfolio and ranks #236 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in WTFC as recently as Q4 2024.

Oak Thistle LLC first reported a position in WTFC in Q4 2021 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Oak Thistle LLC held 10,408 shares of Wintrust Financial worth $1.67M as of Q2 2026.
Wintrust Financial was a new Oak Thistle LLC position in Q2 2026.
Wintrust Financial made up 0.16% of Oak Thistle LLC's portfolio in Q2 2026, its #236 holding.
Oak Thistle LLC first reported a position in Wintrust Financial in Q4 2021 and has held it in 5 quarters since.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.