Ritholtz Wealth Management’s Wintrust Financial WTFC Stock Holding History

Ritholtz 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	$318K	Buy	1,980 +1	+0.1%	+$150	﹤0.01%	1026
2026 Q1	$275K	Buy	1,979 +133	+7%	+$19.3K	﹤0.01%	1017
2025 Q4	$258K	Sell	1,846 -41	-2%	-$5.45K	﹤0.01%	968
2025 Q3	$250K	Buy	+1,887	New	+$249K	﹤0.01%	908
2021 Q2	–	Sell	-5,000	Closed	-$379K	–	566
2021 Q1	$379K	Buy	+5,000	New	+$357K	0.03%	259

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Ritholtz Wealth Management increased its Wintrust Financial (WTFC) stake by 0.05% in Q2 2026, buying an estimated $150 and bringing the position to 1,980 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Ritholtz Wealth Management first reported a position in WTFC in Q1 2021 and has held it in 5 quarters since. The position peaked at $379K in Q1 2021. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Ritholtz Wealth Management held 1,980 shares of Wintrust Financial worth $318K as of Q2 2026.
Ritholtz Wealth Management bought 1 Wintrust Financial share in Q2 2026, an estimated $150.
Wintrust Financial made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1026 holding.
Ritholtz Wealth Management first reported a position in Wintrust Financial in Q1 2021 and has held it in 5 quarters since.
Ritholtz Wealth Management's Wintrust Financial position peaked at $379K in Q1 2021.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.