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Prudential plc’s Wintrust Financial WTFC Stock Holding History

Prudential plc’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
Q1 		– Sell
-2,452
Closed -$343K – 742
2025
Q4 		$343K Buy
2,452
+229
+10% +$30.5K ﹤0.01% 652
2025
Q3 		$294K Buy
+2,223
New +$294K ﹤0.01% 682
2023
Q3 		– Sell
-5,430
Closed -$394K – 923
2023
Q2 		$394K Hold
5,430
– – ﹤0.01% 822
2023
Q1 		$396K Sell
5,430
-8,225
-60% -$703K ﹤0.01% 782
2022
Q4 		$1.15M Buy
13,655
+7,001
+105% +$618K 0.01% 505
2022
Q3 		$543K Buy
+6,654
New +$565K 0.01% 561

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential plc's WTFC Position: Q1 2026 in Review

Prudential plc sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 2,452 shares — an estimated $343K sold.

Prudential plc first reported a position in WTFC in Q3 2022 and held it in 6 quarters. The position peaked at $1.15M in Q4 2022. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Prudential plc reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • Prudential plc sold 2,452 Wintrust Financial shares in Q1 2026, an estimated $343K.
  • Prudential plc first reported a position in Wintrust Financial in Q3 2022 and held it in 6 quarters.
  • Prudential plc's Wintrust Financial position peaked at $1.15M in Q4 2022.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.