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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
Q2 		$275K Buy
1,704
+167
+11% +$25.1K 0.2% 161
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
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

Phillips Wealth Planners's WTFC Position: Q2 2026 in Review

Phillips Wealth Planners increased its Wintrust Financial (WTFC) stake by 11% in Q2 2026, buying an estimated $25.1K and bringing the position to 1,704 shares worth $275K. The position accounts for 0.2% of the portfolio, ranked #161.

Phillips Wealth Planners first reported a position in WTFC in Q4 2024 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Phillips Wealth Planners held 1,704 shares of Wintrust Financial worth $275K as of Q2 2026.
  • Phillips Wealth Planners bought 167 Wintrust Financial shares in Q2 2026, an estimated $25.1K.
  • Wintrust Financial made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #161 holding.
  • Phillips Wealth Planners first reported a position in Wintrust Financial in Q4 2024 and has held it in 6 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

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