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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
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 $3.37T 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's WTFC Position: Q1 2026 in Review

Optimize Financial opened a new position in Wintrust Financial (WTFC) in Q1 2026: 3,449 shares worth $479K. The stake represents 0.24% of the portfolio and ranks #110 among its holdings.

555 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Optimize Financial held 3,449 shares of Wintrust Financial worth $479K as of Q1 2026.
  • Wintrust Financial was a new Optimize Financial position in Q1 2026.
  • Wintrust Financial made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #110 holding.
  • 555 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.