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Rialto Wealth Management’s Wintrust Financial WTFC Stock Holding History

Rialto 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
Q1 		$1.95K Buy
14
+1
+8% +$145 ﹤0.01% 875
2025
Q4 		$1.82K Buy
13
+2
+18% +$266 ﹤0.01% 779
2025
Q3 		$1.46K Buy
11
+1
+10% +$132 ﹤0.01% 774
2025
Q2 		$1.24K Buy
+10
New +$1.15K ﹤0.01% 760

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rialto Wealth Management's WTFC Position: Q1 2026 in Review

Rialto Wealth Management increased its Wintrust Financial (WTFC) stake by 7.7% in Q1 2026, buying an estimated $145 and bringing the position to 14 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Rialto Wealth Management first reported a position in WTFC in Q2 2025 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Rialto Wealth Management held 14 shares of Wintrust Financial worth $1.95K as of Q1 2026.
  • Rialto Wealth Management bought 1 Wintrust Financial share in Q1 2026, an estimated $145.
  • Wintrust Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #875 holding.
  • Rialto Wealth Management first reported a position in Wintrust Financial in Q2 2025 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.