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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
Q2 		$5.3K Buy
33
+19
+136% +$2.86K ﹤0.01% 718
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 $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

Rialto Wealth Management's WTFC Position: Q2 2026 in Review

Rialto Wealth Management increased its Wintrust Financial (WTFC) stake by 136% in Q2 2026, buying an estimated $2.86K and bringing the position to 33 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Rialto Wealth Management first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Rialto Wealth Management held 33 shares of Wintrust Financial worth $5.3K as of Q2 2026.
  • Rialto Wealth Management bought 19 Wintrust Financial shares in Q2 2026, an estimated $2.86K.
  • Wintrust Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #718 holding.
  • Rialto Wealth Management first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.