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Optimize Financial’s Wintrust Financial WTFC Stock Holding History

Optimize Financial’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 		$553K Sell
3,438
-11
-0.3% -$1.66K 0.2% 114
2026
Q1 		$479K Buy
+3,449
New +$500K 0.24% 110

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

Optimize Financial's WTFC Position: Q2 2026 in Review

Optimize Financial reduced its Wintrust Financial (WTFC) stake by 0.32% in Q2 2026, selling an estimated $1.66K and leaving 3,438 shares worth $553K. The position accounts for 0.2% of the portfolio, ranked #114.

Optimize Financial first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Optimize Financial held 3,438 shares of Wintrust Financial worth $553K as of Q2 2026.
  • Optimize Financial sold 11 Wintrust Financial shares in Q2 2026, an estimated $1.66K.
  • Wintrust Financial made up 0.2% of Optimize Financial's portfolio in Q2 2026, its #114 holding.
  • Optimize Financial first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.