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Oliver Luxxe Assets’s Wintrust Financial WTFC Stock Holding History

Oliver Luxxe Assets’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 		$1.83M Sell
11,375
-9,950
-47% -$1.5M 0.27% 110
2026
Q1 		$2.96M Sell
21,325
-24
-0.1% -$3.48K 0.44% 86
2025
Q4 		$2.99M Sell
21,349
-90
-0.4% -$12K 0.45% 75
2025
Q3 		$2.84M Buy
21,439
+332
+2% +$43.8K 0.45% 77
2025
Q2 		$2.62M Buy
21,107
+222
+1% +$25.5K 0.47% 72
2025
Q1 		$2.35M Sell
20,885
-19,707
-49% -$2.44M 0.44% 81
2024
Q4 		$4.74M Buy
40,592
+20,662
+104% +$2.55M 0.42% 76
2024
Q3 		$2.16M Buy
19,930
+10,346
+108% +$1.08M 0.39% 84
2024
Q2 		$945K Buy
9,584
+294
+3% +$28.8K 0.2% 110
2024
Q1 		$970K Buy
9,290
+157
+2% +$15.2K 0.2% 116
2023
Q4 		$847K Buy
9,133
+2,830
+45% +$234K 0.2% 118
2023
Q3 		$476K Buy
+6,303
New +$496K 0.12% 136

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 $3.37T AUM 44.26% 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

Oliver Luxxe Assets's WTFC Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Wintrust Financial (WTFC) stake by 47% in Q2 2026, selling an estimated $1.5M and leaving 11,375 shares worth $1.83M. The position accounts for 0.27% of the portfolio, ranked #110.

Oliver Luxxe Assets first reported a position in WTFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.74M in Q4 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Oliver Luxxe Assets held 11,375 shares of Wintrust Financial worth $1.83M as of Q2 2026.
  • Oliver Luxxe Assets sold 9,950 Wintrust Financial shares in Q2 2026, an estimated $1.5M.
  • Wintrust Financial made up 0.27% of Oliver Luxxe Assets's portfolio in Q2 2026, its #110 holding.
  • Oliver Luxxe Assets first reported a position in Wintrust Financial in Q3 2023 and has held it in 12 quarters since.
  • Oliver Luxxe Assets's Wintrust Financial position peaked at $4.74M in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.