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Prestige Wealth Management Group’s Wintrust Financial WTFC Stock Holding History

Prestige Wealth Management Group’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 		$804 Hold
5
– – ﹤0.01% 952
2026
Q1 		$695 Buy
+5
New +$725 ﹤0.01% 925
2019
Q1 		– Sell
-32
Closed -$2K – 1153
2018
Q4 		$2K Buy
+32
New +$2.43K ﹤0.01% 895

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

Prestige Wealth Management Group's WTFC Position: Q2 2026 in Review

Prestige Wealth Management Group held its Wintrust Financial (WTFC) position steady in Q2 2026 at 5 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Prestige Wealth Management Group first reported a position in WTFC in Q4 2018 and has held it in 3 quarters since. The position peaked at $2K in Q4 2018. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Prestige Wealth Management Group held 5 shares of Wintrust Financial worth $804 as of Q2 2026.
  • Prestige Wealth Management Group left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #952 holding.
  • Prestige Wealth Management Group first reported a position in Wintrust Financial in Q4 2018 and has held it in 3 quarters since.
  • Prestige Wealth Management Group's Wintrust Financial position peaked at $2K in Q4 2018.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.