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Opal Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Opal Wealth 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 		– Sell
-277
Closed -$38.5K – 592
2026
Q1 		$38.5K Buy
+277
New +$40.1K 0.01% 455
2025
Q3 		– Sell
-318
Closed -$39.4K – 561
2025
Q2 		$39.4K Sell
318
-24
-7% -$2.75K 0.01% 416
2025
Q1 		$38.5K Buy
+342
New +$42.3K 0.01% 388
2024
Q3 		– Sell
-288
Closed -$28.4K – 1179
2024
Q2 		$28.4K Buy
288
+34
+13% +$3.33K 0.01% 431
2024
Q1 		$26.5K Buy
+254
New +$24.5K 0.01% 227

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

Opal Wealth Advisors's WTFC Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 277 shares — an estimated $38.5K sold.

Opal Wealth Advisors first reported a position in WTFC in Q1 2024 and held it in 5 quarters. The position peaked at $39.4K in Q2 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 277 Wintrust Financial shares in Q2 2026, an estimated $38.5K.
  • Opal Wealth Advisors first reported a position in Wintrust Financial in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Wintrust Financial position peaked at $39.4K in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.