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Physician Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Physician Wealth Advisors’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 		$2.25K Buy
14
+7
+100% +$1.05K ﹤0.01% 1457
2026
Q1 		$973 Hold
7
– – ﹤0.01% 1707
2025
Q4 		$979 Buy
+7
New +$931 ﹤0.01% 1637

Other funds holding WTFC

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Physician Wealth Advisors's WTFC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Wintrust Financial (WTFC) stake by 100% in Q2 2026, buying an estimated $1.05K and bringing the position to 14 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Physician Wealth Advisors first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Physician Wealth Advisors held 14 shares of Wintrust Financial worth $2.25K as of Q2 2026.
  • Physician Wealth Advisors bought 7 Wintrust Financial shares in Q2 2026, an estimated $1.05K.
  • Wintrust Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1457 holding.
  • Physician Wealth Advisors first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.