Rehmann Capital Advisory Group’s Wintrust Financial WTFC Stock Holding History

Rehmann Capital Advisory Group’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	$468K	Buy	2,906 +223	+8%	+$33.6K	0.02%	431
2026 Q1	$373K	Buy	2,683 +159	+6%	+$23K	0.02%	481
2025 Q4	$354K	Buy	2,524 +481	+24%	+$64K	0.02%	483
2025 Q3	$271K	Buy	2,043 +328	+19%	+$43.3K	0.01%	531
2025 Q2	$213K	Buy	+1,715	New	+$197K	0.01%	571
2019 Q3	$1.03K	Hold	16	–	–	﹤0.01%	1555
2019 Q2	$1.17K	Hold	16	–	–	﹤0.01%	1898
2019 Q1	$1.08K	Hold	16	–	–	﹤0.01%	1916
2018 Q4	$1.06K	Buy	+16	New	+$1.22K	﹤0.01%	1635

Other funds holding WTFC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Rehmann Capital Advisory Group's WTFC Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its Wintrust Financial (WTFC) stake by 8.3% in Q2 2026, buying an estimated $33.6K and bringing the position to 2,906 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #431.

Rehmann Capital Advisory Group first reported a position in WTFC in Q4 2018 and has held it in 9 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Rehmann Capital Advisory Group held 2,906 shares of Wintrust Financial worth $468K as of Q2 2026.
Rehmann Capital Advisory Group bought 223 Wintrust Financial shares in Q2 2026, an estimated $33.6K.
Wintrust Financial made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #431 holding.
Rehmann Capital Advisory Group first reported a position in Wintrust Financial in Q4 2018 and has held it in 9 quarters since.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.