Perfromance Wealth Partners
WTFC icon

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
Q3 		$289K Hold
2,039
– – 0.01% 174
2026
Q2 		$328K Buy
2,039
+39
+2% +$5.87K 0.01% 172
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

Other funds holding WTFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Perfromance Wealth Partners's WTFC Position: Q3 2026 in Review

Perfromance Wealth Partners held its Wintrust Financial (WTFC) position steady in Q3 2026 at 2,039 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #174.

Perfromance Wealth Partners first reported a position in WTFC in Q1 2024 and has held it in 6 quarters since. The position peaked at $328K in Q2 2026. 460 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Perfromance Wealth Partners held 2,039 shares of Wintrust Financial worth $289K as of Q3 2026.
  • Perfromance Wealth Partners left its Wintrust Financial share count unchanged in Q3 2026.
  • Wintrust Financial made up 0.01% of Perfromance Wealth Partners's portfolio in Q3 2026, its #174 holding.
  • Perfromance Wealth Partners first reported a position in Wintrust Financial in Q1 2024 and has held it in 6 quarters since.
  • Perfromance Wealth Partners's Wintrust Financial position peaked at $328K in Q2 2026.
  • 460 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Perfromance Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.