Raffa Wealth Management’s Wintrust Financial WTFC Stock Holding History

Raffa Wealth Management’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	$3.38K	Hold	21	–	–	﹤0.01%	692
2026 Q1	$2.92K	Buy	21 +1	+5%	+$145	﹤0.01%	654
2025 Q4	$2.8K	Hold	20	–	–	﹤0.01%	656
2025 Q3	$2.65K	Sell	20 -71	-78%	-$9.38K	﹤0.01%	637
2025 Q2	$11.3K	Buy	91 +71	+355%	+$8.14K	﹤0.01%	354
2025 Q1	$2.25K	Hold	20	–	–	﹤0.01%	600
2024 Q4	$2.49K	Hold	20	–	–	﹤0.01%	611
2024 Q3	$2.17K	Buy	+20	New	+$2.09K	﹤0.01%	620
2017 Q1	–	Sell	-28	Closed	-$2.03K	–	857
2016 Q4	$2.03K	Hold	28	–	–	﹤0.01%	281
2016 Q3	$1.56K	Hold	28	–	–	﹤0.01%	316
2016 Q2	$1.43K	Hold	28	–	–	﹤0.01%	312
2016 Q1	$1.24K	Hold	28	–	–	﹤0.01%	350
2015 Q4	$1.36K	Hold	28	–	–	﹤0.01%	320
2015 Q3	$1.5K	Hold	28	–	–	﹤0.01%	310
2015 Q2	$1.5K	Hold	28	–	–	﹤0.01%	310
2015 Q1	$1.33K	Hold	28	–	–	﹤0.01%	324
2014 Q4	$1.31K	Hold	28	–	–	﹤0.01%	303
2014 Q3	$1.25K	Buy	+28	New	+$1.3K	﹤0.01%	300
2014 Q1	–	Sell	-28	Closed	-$1.31K	–	735
2013 Q4	$1.31K	Buy	+28	New	+$1.24K	﹤0.01%	303

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raffa Wealth Management's WTFC Position: Q2 2026 in Review

Raffa Wealth Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 21 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Raffa Wealth Management first reported a position in WTFC in Q4 2013 and has held it in 19 quarters since. The position peaked at $11.3K in Q2 2025. 558 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Raffa Wealth Management held 21 shares of Wintrust Financial worth $3.38K as of Q2 2026.
Raffa Wealth Management left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #692 holding.
Raffa Wealth Management first reported a position in Wintrust Financial in Q4 2013 and has held it in 19 quarters since.
Raffa Wealth Management's Wintrust Financial position peaked at $11.3K in Q2 2025.
558 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.