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Private Trust Company’s Wintrust Financial WTFC Stock Holding History

Private Trust Company’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 		$25.9K Sell
161
-6
-4% -$903 ﹤0.01% 1666
2026
Q1 		$23.2K Sell
167
-109
-39% -$15.8K ﹤0.01% 1631
2025
Q4 		$38.6K Buy
276
+30
+12% +$3.99K ﹤0.01% 1387
2025
Q3 		$32.6K Sell
246
-36
-13% -$4.75K ﹤0.01% 1435
2025
Q2 		$35K Buy
282
+35
+14% +$4.01K ﹤0.01% 1355
2025
Q1 		$27.8K Buy
247
+20
+9% +$2.47K ﹤0.01% 1430
2024
Q4 		$28.3K Sell
227
-38
-14% -$4.69K ﹤0.01% 1367
2024
Q3 		$28.8K Sell
265
-13
-5% -$1.36K ﹤0.01% 1339
2024
Q2 		$27.4K Sell
278
-157
-36% -$15.4K ﹤0.01% 1333
2024
Q1 		$45.4K Sell
435
-5
-1% -$483 ﹤0.01% 1139
2023
Q4 		$40.8K Buy
440
+57
+15% +$4.71K ﹤0.01% 1132
2023
Q3 		$28.9K Sell
383
-2
-0.5% -$157 ﹤0.01% 1215
2023
Q2 		$28K Sell
385
-19
-5% -$1.3K ﹤0.01% 1244
2023
Q1 		$29.5K Sell
404
-21
-5% -$1.8K ﹤0.01% 1180
2022
Q4 		$36K Buy
425
+14
+3% +$1.24K 0.01% 1083
2022
Q3 		$34K Buy
411
+135
+49% +$11.5K 0.01% 1028
2022
Q2 		$22K Buy
+276
New +$23.8K ﹤0.01% 1207
2014
Q4 		– Sell
-80
Closed -$4K – 1194
2014
Q3 		$4K Hold
80
– – ﹤0.01% 1398
2014
Q2 		$4K Hold
80
– – ﹤0.01% 1401
2014
Q1 		$4K Sell
80
-12
-13% -$552 ﹤0.01% 1274
2013
Q4 		$4K Buy
92
+19
+26% +$841 ﹤0.01% 1258
2013
Q3 		$3K Buy
73
+38
+109% +$1.54K ﹤0.01% 1313
2013
Q2 		$1K Buy
+35
New +$1.29K ﹤0.01% 1569

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 $3.38T AUM 44.17% 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

Private Trust Company's WTFC Position: Q2 2026 in Review

Private Trust Company reduced its Wintrust Financial (WTFC) stake by 3.6% in Q2 2026, selling an estimated $903 and leaving 161 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Private Trust Company first reported a position in WTFC in Q2 2013 and has held it in 23 quarters since. The position peaked at $45.4K in Q1 2024. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Private Trust Company held 161 shares of Wintrust Financial worth $25.9K as of Q2 2026.
  • Private Trust Company sold 6 Wintrust Financial shares in Q2 2026, an estimated $903.
  • Wintrust Financial made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1666 holding.
  • Private Trust Company first reported a position in Wintrust Financial in Q2 2013 and has held it in 23 quarters since.
  • Private Trust Company's Wintrust Financial position peaked at $45.4K in Q1 2024.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.