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Richard Bernstein Advisors’s Wintrust Financial WTFC Stock Holding History

Richard Bernstein Advisors’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 		$1.59M Buy
+11,465
New +$1.66M 0.05% 113
2013
Q4 		– Sell
-38,964
Closed -$1.6M – 256
2013
Q3 		$1.6M Hold
38,964
– – 0.47% 61
2013
Q2 		$1.49M Buy
+38,964
New +$1.43M 0.49% 56

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

Richard Bernstein Advisors's WTFC Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Wintrust Financial (WTFC) in Q1 2026: 11,465 shares worth $1.59M. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in WTFC as recently as Q3 2013.

Richard Bernstein Advisors first reported a position in WTFC in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.6M in Q3 2013. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Richard Bernstein Advisors held 11,465 shares of Wintrust Financial worth $1.59M as of Q1 2026.
  • Wintrust Financial was a new Richard Bernstein Advisors position in Q1 2026.
  • Wintrust Financial made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #113 holding.
  • Richard Bernstein Advisors first reported a position in Wintrust Financial in Q2 2013 and has held it in 3 quarters since.
  • Richard Bernstein Advisors's Wintrust Financial position peaked at $1.6M in Q3 2013.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.