Physician Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WTFC
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. 599 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.
- 599 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.