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Raleigh Capital Management’s Wintrust Financial WTFC Stock Holding History

Raleigh Capital 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 		$33.8K Sell
210
-1
-0.5% -$150 0.01% 308
2026
Q1 		$29.3K Buy
211
+1
+0.5% +$145 0.01% 326
2025
Q4 		$29.4K Sell
210
-6
-3% -$798 0.01% 323
2025
Q3 		$28.6K Sell
216
-10
-4% -$1.32K 0.01% 297
2025
Q2 		$28.1K Sell
226
-22
-9% -$2.52K 0.01% 306
2025
Q1 		$27.9K Sell
248
-12
-5% -$1.48K 0.01% 301
2024
Q4 		$32.4K Sell
260
-3
-1% -$371 0.01% 375
2024
Q3 		$28.6K Sell
263
-17
-6% -$1.77K 0.01% 393
2024
Q2 		$27.6K Buy
280
+53
+23% +$5.19K 0.01% 383
2024
Q1 		$23.7K Buy
227
+11
+5% +$1.06K 0.01% 401
2023
Q4 		$20.1K Buy
216
+32
+17% +$2.65K 0.01% 440
2023
Q3 		$13.9K Buy
184
+61
+50% +$4.8K 0.01% 448
2023
Q2 		$8.9K Sell
123
-3
-2% -$205 ﹤0.01% 512
2023
Q1 		$9.17K Sell
126
-62
-33% -$5.3K ﹤0.01% 519
2022
Q4 		$15.9K Buy
188
+100
+114% +$8.83K 0.01% 351
2022
Q3 		$7K Buy
88
+57
+184% +$4.84K ﹤0.01% 441
2022
Q2 		$3K Hold
31
– – ﹤0.01% 517
2022
Q1 		$3K Buy
+31
New +$3.02K ﹤0.01% 529

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

Raleigh Capital Management's WTFC Position: Q2 2026 in Review

Raleigh Capital Management reduced its Wintrust Financial (WTFC) stake by 0.47% in Q2 2026, selling an estimated $150 and leaving 210 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #308.

Raleigh Capital Management first reported a position in WTFC in Q1 2022 and has held it in 18 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Raleigh Capital Management held 210 shares of Wintrust Financial worth $33.8K as of Q2 2026.
  • Raleigh Capital Management sold 1 Wintrust Financial share in Q2 2026, an estimated $150.
  • Wintrust Financial made up 0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #308 holding.
  • Raleigh Capital Management first reported a position in Wintrust Financial in Q1 2022 and has held it in 18 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.