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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
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

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

Retirement Wealth Solutions's WTFC Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Wintrust Financial (WTFC) stake by 29% in Q2 2026, buying an estimated $301 and bringing the position to 9 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Retirement Wealth Solutions first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.22K in Q2 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Retirement Wealth Solutions held 9 shares of Wintrust Financial worth $1.45K as of Q2 2026.
  • Retirement Wealth Solutions bought 2 Wintrust Financial shares in Q2 2026, an estimated $301.
  • Wintrust Financial made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #576 holding.
  • Retirement Wealth Solutions first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • Retirement Wealth Solutions's Wintrust Financial position peaked at $4.22K in Q2 2025.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.