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Oppenheimer Asset Management’s Wintrust Financial WTFC Stock Holding History

Oppenheimer Asset Management’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
Q1 		$2.29M Buy
16,453
+87
+0.5% +$12.6K 0.03% 517
2025
Q4 		$2.29M Sell
16,366
-3,170
-16% -$422K 0.03% 479
2025
Q3 		$2.59M Buy
19,536
+1,284
+7% +$170K 0.03% 498
2025
Q2 		$2.26M Buy
18,252
+232
+1% +$26.6K 0.03% 516
2025
Q1 		$2.03M Buy
18,020
+70
+0.4% +$8.65K 0.03% 516
2024
Q4 		$2.24M Sell
17,950
-628
-3% -$77.6K 0.03% 496
2024
Q3 		$2.02M Sell
18,578
-13
-0.1% -$1.36K 0.02% 541
2024
Q2 		$1.83M Buy
18,591
+2,862
+18% +$280K 0.02% 547
2024
Q1 		$1.64M Buy
15,729
+2,081
+15% +$201K 0.02% 559
2023
Q4 		$1.27M Sell
13,648
-72
-0.5% -$5.95K 0.02% 645
2023
Q3 		$1.04M Sell
13,720
-247
-2% -$19.4K 0.02% 682
2023
Q2 		$1.01M Buy
13,967
+3,136
+29% +$214K 0.01% 699
2023
Q1 		$790K Buy
10,831
+8,428
+351% +$721K 0.01% 738
2022
Q4 		$203K Sell
2,403
-324
-12% -$28.6K ﹤0.01% 1071
2022
Q3 		$222K Buy
2,727
+65
+2% +$5.52K ﹤0.01% 1029
2022
Q2 		$213K Sell
2,662
-84
-3% -$7.23K ﹤0.01% 1063
2022
Q1 		$255K Sell
2,746
-194
-7% -$18.9K ﹤0.01% 1064
2021
Q4 		$267K Buy
+2,940
New +$262K ﹤0.01% 1107
2020
Q2 		– Sell
-239
Closed -$8K – 1449
2020
Q1 		$8K Buy
+239
New +$13.3K ﹤0.01% 1446

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oppenheimer Asset Management's WTFC Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Wintrust Financial (WTFC) stake by 0.53% in Q1 2026, buying an estimated $12.6K and bringing the position to 16,453 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #517.

Oppenheimer Asset Management first reported a position in WTFC in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.59M in Q3 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Oppenheimer Asset Management held 16,453 shares of Wintrust Financial worth $2.29M as of Q1 2026.
  • Oppenheimer Asset Management bought 87 Wintrust Financial shares in Q1 2026, an estimated $12.6K.
  • Wintrust Financial made up 0.03% of Oppenheimer Asset Management's portfolio in Q1 2026, its #517 holding.
  • Oppenheimer Asset Management first reported a position in Wintrust Financial in Q1 2020 and has held it in 19 quarters since.
  • Oppenheimer Asset Management's Wintrust Financial position peaked at $2.59M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.