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OpenArc Corporate Advisory’s Wintrust Financial WTFC Stock Holding History

OpenArc Corporate Advisory’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 		$264K Buy
1,641
+12
+0.7% +$1.81K ﹤0.01% 661
2026
Q1 		$226K Buy
1,629
+179
+12% +$25.9K ﹤0.01% 646
2025
Q4 		$203K Buy
+1,450
New +$193K ﹤0.01% 617

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 $3.38T AUM 44.17% 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

OpenArc Corporate Advisory's WTFC Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Wintrust Financial (WTFC) stake by 0.74% in Q2 2026, buying an estimated $1.81K and bringing the position to 1,641 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

OpenArc Corporate Advisory first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • OpenArc Corporate Advisory held 1,641 shares of Wintrust Financial worth $264K as of Q2 2026.
  • OpenArc Corporate Advisory bought 12 Wintrust Financial shares in Q2 2026, an estimated $1.81K.
  • Wintrust Financial made up ﹤0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #661 holding.
  • OpenArc Corporate Advisory first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.