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Pure Financial Advisors’s Wintrust Financial WTFC Stock Holding History

Pure Financial Advisors’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 		$353K Sell
2,197
-71
-3% -$10.7K ﹤0.01% 457
2026
Q1 		$315K Buy
+2,268
New +$329K ﹤0.01% 448

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

Pure Financial Advisors's WTFC Position: Q2 2026 in Review

Pure Financial Advisors reduced its Wintrust Financial (WTFC) stake by 3.1% in Q2 2026, selling an estimated $10.7K and leaving 2,197 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Pure Financial Advisors first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Pure Financial Advisors held 2,197 shares of Wintrust Financial worth $353K as of Q2 2026.
  • Pure Financial Advisors sold 71 Wintrust Financial shares in Q2 2026, an estimated $10.7K.
  • Wintrust Financial made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #457 holding.
  • Pure Financial Advisors first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.