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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
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 $6.73T 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

Perfromance Wealth Partners's WTFC Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Wintrust Financial (WTFC) stake by 2% in Q2 2026, buying an estimated $5.87K and bringing the position to 2,039 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #172.

Perfromance Wealth Partners first reported a position in WTFC in Q1 2024 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Perfromance Wealth Partners held 2,039 shares of Wintrust Financial worth $328K as of Q2 2026.
  • Perfromance Wealth Partners bought 39 Wintrust Financial shares in Q2 2026, an estimated $5.87K.
  • Wintrust Financial made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • Perfromance Wealth Partners first reported a position in Wintrust Financial in Q1 2024 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.