OneDigital Investment Advisors’s Wintrust Financial WTFC Stock Holding History

OneDigital Investment Advisors’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	$746K	Buy	4,643 +595	+15%	+$89.5K	0.01%	873
2026 Q1	$562K	Sell	4,048 -656	-14%	-$95.1K	0.01%	894
2025 Q4	$658K	Sell	4,704 -185	-4%	-$24.6K	0.01%	837
2025 Q3	$648K	Sell	4,889 -76	-2%	-$10K	0.01%	829
2025 Q2	$616K	Sell	4,965 -664	-12%	-$76.2K	0.01%	825
2025 Q1	$633K	Buy	5,629 +499	+10%	+$61.7K	0.01%	770
2024 Q4	$640K	Buy	5,130 +3	+0.1%	+$371	0.01%	794
2024 Q3	$556K	Buy	5,127 +152	+3%	+$15.9K	0.01%	898
2024 Q2	$490K	Buy	+4,975	New	+$487K	0.01%	910

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

OneDigital Investment Advisors's WTFC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Wintrust Financial (WTFC) stake by 15% in Q2 2026, buying an estimated $89.5K and bringing the position to 4,643 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #873.

OneDigital Investment Advisors first reported a position in WTFC in Q2 2024 and has held it in 9 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

OneDigital Investment Advisors held 4,643 shares of Wintrust Financial worth $746K as of Q2 2026.
OneDigital Investment Advisors bought 595 Wintrust Financial shares in Q2 2026, an estimated $89.5K.
Wintrust Financial made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #873 holding.
OneDigital Investment Advisors first reported a position in Wintrust Financial in Q2 2024 and has held it in 9 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.