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Optas LLC’s Wintrust Financial WTFC Stock Holding History

Optas LLC’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 		$308K Buy
1,919
+69
+4% +$10.4K 0.04% 309
2026
Q1 		$257K Buy
1,850
+265
+17% +$38.4K 0.04% 358
2025
Q4 		$222K Buy
+1,585
New +$211K 0.03% 406
2025
Q2 		– Sell
-1,880
Closed -$211K – 397
2025
Q1 		$211K Buy
+1,880
New +$232K 0.04% 268

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Optas LLC's WTFC Position: Q2 2026 in Review

Optas LLC increased its Wintrust Financial (WTFC) stake by 3.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,919 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #309.

Optas LLC first reported a position in WTFC in Q1 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Optas LLC held 1,919 shares of Wintrust Financial worth $308K as of Q2 2026.
  • Optas LLC bought 69 Wintrust Financial shares in Q2 2026, an estimated $10.4K.
  • Wintrust Financial made up 0.04% of Optas LLC's portfolio in Q2 2026, its #309 holding.
  • Optas LLC first reported a position in Wintrust Financial in Q1 2025 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.