Retirement Wealth Solutions’s Wintrust Financial WTFC Stock Holding History

Retirement Wealth Solutions’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 Q3	$851	Sell	6 -3	-33%	-$467	﹤0.01%	769
2026 Q2	$1.45K	Buy	9 +2	+29%	+$301	﹤0.01%	576
2026 Q1	$973	Buy	7 +2	+40%	+$290	﹤0.01%	644
2025 Q4	$700	Buy	5 +1	+25%	+$133	﹤0.01%	640
2025 Q3	$530	Sell	4 -30	-88%	-$3.96K	﹤0.01%	692
2025 Q2	$4.22K	Hold	34	–	–	﹤0.01%	322
2025 Q1	$3.82K	Buy	+34	New	+$4.2K	﹤0.01%	316

Other funds holding WTFC

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $733M AUM 28.25% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Retirement Wealth Solutions's WTFC Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Wintrust Financial (WTFC) stake by 33% in Q3 2026, selling an estimated $467 and leaving 6 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Retirement Wealth Solutions first reported a position in WTFC in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.22K in Q2 2025. 164 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

Retirement Wealth Solutions held 6 shares of Wintrust Financial worth $851 as of Q3 2026.
Retirement Wealth Solutions sold 3 Wintrust Financial shares in Q3 2026, an estimated $467.
Wintrust Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #769 holding.
Retirement Wealth Solutions first reported a position in Wintrust Financial in Q1 2025 and has held it in 7 quarters since.
Retirement Wealth Solutions's Wintrust Financial position peaked at $4.22K in Q2 2025.
164 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.