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Premier Fund Managers’s Wintrust Financial WTFC Stock Holding History

Premier Fund Managers’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 		$16.6M Sell
103,577
-84,195
-45% -$12.7M 1.5% 11
2026
Q1 		$25.1M Sell
187,772
-69,499
-27% -$10.1M 1.78% 10
2025
Q4 		$36.3M Sell
257,271
-117,723
-31% -$15.7M 2.09% 11
2025
Q3 		$49.7M Sell
374,994
-29,128
-7% -$3.85M 2.04% 12
2025
Q2 		$49.9M Sell
404,122
-1,648
-0.4% -$189K 1.82% 25
2025
Q1 		$45.5M Buy
405,770
+941
+0.2% +$116K 1.7% 25
2024
Q4 		$50.4M Buy
404,829
+4,653
+1% +$575K 1.8% 26
2024
Q3 		$42.6M Hold
400,176
– – 1.51% 32
2024
Q2 		$38.3M Hold
400,176
– – 1.54% 33
2024
Q1 		$41.9M Sell
400,176
-236,000
-37% -$22.8M 1.66% 31
2023
Q4 		$59.8M Hold
636,176
– – 2.58% 6
2023
Q3 		$47.8M Hold
636,176
– – 2.25% 17
2023
Q2 		$46.4M Sell
636,176
-6,925
-1% -$472K 1.84% 22
2023
Q1 		$46.4M Sell
643,101
-900
-0.1% -$77K 1.83% 21
2022
Q4 		$54.4M Buy
644,001
+640,476
+18,170% +$56.6M 2.12% 7
2022
Q3 		$288K Sell
3,525
-577,376
-99% -$49M 0.02% 153
2022
Q2 		$46.9M Buy
580,901
+200
+0% +$17.2K 2.08% 7
2022
Q1 		$54.7M Sell
580,701
-2,125
-0.4% -$207K 1.91% 5
2021
Q4 		$53.1M Buy
582,826
+5,450
+0.9% +$486K 1.71% 10
2021
Q3 		$46.4M Buy
577,376
+18,585
+3% +$1.37M 1.5% 12
2021
Q2 		$42.1M Buy
558,791
+9,515
+2% +$744K 1.43% 18
2021
Q1 		$43.1M Buy
549,276
+6,600
+1% +$472K 1.67% 9
2020
Q4 		$33.2M Buy
542,676
+158,600
+41% +$8.53M 1.43% 22
2020
Q3 		$15.5M Hold
384,076
– – 0.89% 38
2020
Q2 		$16.8M Buy
+384,076
New +$15.3M 1.04% 39

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

Premier Fund Managers's WTFC Position: Q2 2026 in Review

Premier Fund Managers reduced its Wintrust Financial (WTFC) stake by 45% in Q2 2026, selling an estimated $12.7M and leaving 103,577 shares worth $16.6M. The position accounts for 1.5% of the portfolio, ranked #11.

Premier Fund Managers first reported a position in WTFC in Q2 2020 and has held it in 25 quarters since. The position peaked at $59.8M in Q4 2023. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Premier Fund Managers held 103,577 shares of Wintrust Financial worth $16.6M as of Q2 2026.
  • Premier Fund Managers sold 84,195 Wintrust Financial shares in Q2 2026, an estimated $12.7M.
  • Wintrust Financial made up 1.5% of Premier Fund Managers's portfolio in Q2 2026, its #11 holding.
  • Premier Fund Managers first reported a position in Wintrust Financial in Q2 2020 and has held it in 25 quarters since.
  • Premier Fund Managers's Wintrust Financial position peaked at $59.8M in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Premier Fund Managers's 13F filing for Q2 2026, filed 22 Jul 2026.