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Paulson Wealth Management’s Wintrust Financial WTFC Stock Holding History

Paulson Wealth 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
Q2 		$459K Buy
2,856
+15
+0.5% +$2.26K 0.1% 88
2026
Q1 		$395K Buy
2,841
+387
+16% +$56.1K 0.09% 87
2025
Q4 		$343K Hold
2,454
– – 0.08% 99
2025
Q3 		$325K Hold
2,454
– – 0.08% 107
2025
Q2 		$304K Buy
2,454
+32
+1% +$3.67K 0.08% 114
2025
Q1 		$272K Hold
2,422
– – 0.08% 112
2024
Q4 		$302K Hold
2,422
– – 0.08% 110
2024
Q3 		$263K Hold
2,422
– – 0.07% 126
2024
Q2 		$239K Hold
2,422
– – 0.07% 126
2024
Q1 		$253K Hold
2,422
– – 0.07% 125
2023
Q4 		$225K Buy
+2,422
New +$200K 0.07% 125
2019
Q4 		– Sell
-3,493
Closed -$226K – 115
2019
Q3 		$226K Hold
3,493
– – 0.17% 97
2019
Q2 		$238K Hold
3,493
– – 0.18% 94
2019
Q1 		$235K Buy
3,493
+92
+3% +$6.57K 0.18% 99
2018
Q4 		$251K Sell
3,401
-7
-0.2% -$532 0.21% 96
2018
Q3 		$259K Buy
+3,408
New +$303K 0.23% 99
2018
Q2 		– Sell
-3,408
Closed -$293K – 120
2018
Q1 		$293K Buy
3,408
+248
+8% +$21.4K 0.29% 80
2017
Q4 		$260K Buy
+3,160
New +$254K 0.23% 84

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
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

Paulson Wealth Management's WTFC Position: Q2 2026 in Review

Paulson Wealth Management increased its Wintrust Financial (WTFC) stake by 0.53% in Q2 2026, buying an estimated $2.26K and bringing the position to 2,856 shares worth $459K. The position accounts for 0.1% of the portfolio, ranked #88.

Paulson Wealth Management first reported a position in WTFC in Q4 2017 and has held it in 18 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Paulson Wealth Management held 2,856 shares of Wintrust Financial worth $459K as of Q2 2026.
  • Paulson Wealth Management bought 15 Wintrust Financial shares in Q2 2026, an estimated $2.26K.
  • Wintrust Financial made up 0.1% of Paulson Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Paulson Wealth Management first reported a position in Wintrust Financial in Q4 2017 and has held it in 18 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.