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ORG Partners’s Wintrust Financial WTFC Stock Holding History

ORG Partners’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
2025
Q4 		$2.24K Buy
+16
New +$2.13K ﹤0.01% 1425

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

ORG Partners's WTFC Position: Q4 2025 in Review

ORG Partners opened a new position in Wintrust Financial (WTFC) in Q4 2025: 16 shares worth $2.24K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings.

526 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • ORG Partners held 16 shares of Wintrust Financial worth $2.24K as of Q4 2025.
  • Wintrust Financial was a new ORG Partners position in Q4 2025.
  • Wintrust Financial made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1425 holding.
  • 526 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.