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Planning Strategies’s Wintrust Financial WTFC Stock Holding History

Planning Strategies’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 		$1.93K Buy
+12
New +$1.81K ﹤0.01% 598

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's WTFC Position: Q2 2026 in Review

Planning Strategies opened a new position in Wintrust Financial (WTFC) in Q2 2026: 12 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings.

558 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Planning Strategies held 12 shares of Wintrust Financial worth $1.93K as of Q2 2026.
  • Wintrust Financial was a new Planning Strategies position in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #598 holding.
  • 558 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.