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Perfromance Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Perfromance Wealth 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
2026
Q1 		$278K Hold
2,000
– – 0.01% 170
2025
Q4 		$280K Hold
2,000
– – 0.01% 172
2025
Q3 		$265K Buy
+2,000
New +$264K 0.01% 175
2024
Q2 		– Sell
-9,000
Closed -$210K – 183
2024
Q1 		$210K Buy
+9,000
New +$869K 0.01% 153

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perfromance Wealth Partners's WTFC Position: Q1 2026 in Review

Perfromance Wealth Partners held its Wintrust Financial (WTFC) position steady in Q1 2026 at 2,000 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #170.

Perfromance Wealth Partners first reported a position in WTFC in Q1 2024 and has held it in 4 quarters since. The position peaked at $280K in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Perfromance Wealth Partners held 2,000 shares of Wintrust Financial worth $278K as of Q1 2026.
  • Perfromance Wealth Partners left its Wintrust Financial share count unchanged in Q1 2026.
  • Wintrust Financial made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #170 holding.
  • Perfromance Wealth Partners first reported a position in Wintrust Financial in Q1 2024 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's Wintrust Financial position peaked at $280K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.