Petiole USA’s Wintrust Financial WTFC Stock Holding History

Petiole USA’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	$4.13M	Hold	29,750	–	–	2.89%	15
2025 Q4	$4.16M	Hold	29,750	–	–	2.7%	14
2025 Q3	$3.94M	Hold	29,750	–	–	2.72%	13
2025 Q2	$3.69M	Hold	29,750	–	–	2.61%	15
2025 Q1	$3.35M	Hold	29,750	–	–	2.36%	17
2024 Q4	$3.71M	Hold	29,750	–	–	2.33%	18
2024 Q3	$3.23M	Hold	29,750	–	–	2.11%	23
2024 Q2	$2.93M	Hold	29,750	–	–	2.46%	20
2024 Q1	$3.11M	Hold	29,750	–	–	2.43%	19
2023 Q4	$2.76M	Hold	29,750	–	–	2.04%	22
2023 Q3	$2.25M	Hold	29,750	–	–	2.06%	23
2023 Q2	$2.16M	Hold	29,750	–	–	2.12%	22
2023 Q1	$2.17M	Sell	29,750 -5,250	-15%	-$449K	1.82%	23
2022 Q4	$2.96M	Hold	35,000	–	–	2.17%	25
2022 Q3	$2.85M	Hold	35,000	–	–	2.12%	24
2022 Q2	$2.81M	Hold	35,000	–	–	2.45%	20
2022 Q1	$3.25M	Hold	35,000	–	–	2.52%	18
2021 Q4	$3.18M	Buy	+35,000	New	+$3.12M	2.28%	20

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Petiole USA's WTFC Position: Q1 2026 in Review

Petiole USA held its Wintrust Financial (WTFC) position steady in Q1 2026 at 29,750 shares worth $4.13M. The position accounts for 2.89% of the portfolio, ranked #15.

Petiole USA first reported a position in WTFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.16M in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Petiole USA held 29,750 shares of Wintrust Financial worth $4.13M as of Q1 2026.
Petiole USA left its Wintrust Financial share count unchanged in Q1 2026.
Wintrust Financial made up 2.89% of Petiole USA's portfolio in Q1 2026, its #15 holding.
Petiole USA first reported a position in Wintrust Financial in Q4 2021 and has held it in 18 quarters since.
Petiole USA's Wintrust Financial position peaked at $4.16M in Q4 2025.
553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Petiole USA's 13F filing for Q1 2026, filed 14 May 2026.