Phillips Wealth Planners’s Wintrust Financial WTFC Stock Holding History

Phillips Wealth Planners’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	$231K	Sell	1,537 -23	-1%	-$3.33K	0.17%	185
2025 Q4	$236K	Sell	1,560 -57	-4%	-$7.58K	0.19%	172
2025 Q3	$214K	Sell	1,617 -16	-1%	-$2.11K	0.18%	186
2025 Q2	$217K	Buy	+1,633	New	+$187K	0.2%	176
2025 Q1	–	Sell	-1,645	Closed	-$205K	–	193
2024 Q4	$205K	Buy	+1,645	New	+$203K	0.2%	173

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

Phillips Wealth Planners's WTFC Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Wintrust Financial (WTFC) stake by 1.5% in Q1 2026, selling an estimated $3.33K and leaving 1,537 shares worth $231K. The position accounts for 0.17% of the portfolio, ranked #185.

Phillips Wealth Planners first reported a position in WTFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $236K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Phillips Wealth Planners held 1,537 shares of Wintrust Financial worth $231K as of Q1 2026.
Phillips Wealth Planners sold 23 Wintrust Financial shares in Q1 2026, an estimated $3.33K.
Wintrust Financial made up 0.17% of Phillips Wealth Planners's portfolio in Q1 2026, its #185 holding.
Phillips Wealth Planners first reported a position in Wintrust Financial in Q4 2024 and has held it in 5 quarters since.
Phillips Wealth Planners's Wintrust Financial position peaked at $236K in Q4 2025.
553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.