Riverpoint Wealth Management Holdings’s Wintrust Financial WTFC Stock Holding History

Riverpoint Wealth Management Holdings’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	$260K	Buy	1,617 +6	+0.4%	+$903	0.05%	58
2026 Q1	$224K	Buy	1,611 +6	+0.4%	+$870	0.05%	61
2025 Q4	$224K	Buy	1,605 +6	+0.4%	+$798	0.05%	58
2025 Q3	$212K	Buy	+1,599	New	+$211K	0.05%	58
2023 Q1	–	Sell	-1,675	Closed	-$142K	–	122
2022 Q4	$142K	Buy	+1,675	New	+$148K	0.05%	52
2021 Q1	–	Sell	-3,786	Closed	-$231K	–	83
2020 Q4	$231K	Buy	+3,786	New	+$204K	0.07%	78
2020 Q1	–	Sell	-3,919	Closed	-$278K	–	77
2019 Q4	$278K	Buy	3,919 +15	+0.4%	+$1K	0.11%	63
2019 Q3	$252K	Sell	3,904 -209	-5%	-$13.9K	0.11%	60
2019 Q2	$301K	Sell	4,113 -215	-5%	-$15.7K	0.14%	55
2019 Q1	$291K	Buy	+4,328	New	+$309K	0.14%	52
2018 Q4	–	Sell	-2,763	Closed	-$235K	–	69
2018 Q3	$235K	Sell	2,763 -96	-3%	-$8.55K	0.12%	61
2018 Q2	$249K	Sell	2,859 -268	-9%	-$24.6K	0.14%	50
2018 Q1	$269K	Buy	3,127 +4	+0.1%	+$344	0.16%	41
2017 Q4	$257K	Buy	3,123 +4	+0.1%	+$322	0.16%	38
2017 Q3	$244K	Sell	3,119 -96	-3%	-$7.13K	0.16%	41
2017 Q2	$249K	Buy	+3,215	New	+$230K	0.18%	42

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

Riverpoint Wealth Management Holdings's WTFC Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Wintrust Financial (WTFC) stake by 0.37% in Q2 2026, buying an estimated $903 and bringing the position to 1,617 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #58.

Riverpoint Wealth Management Holdings first reported a position in WTFC in Q2 2017 and has held it in 16 quarters since. The position peaked at $301K in Q2 2019. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Riverpoint Wealth Management Holdings held 1,617 shares of Wintrust Financial worth $260K as of Q2 2026.
Riverpoint Wealth Management Holdings bought 6 Wintrust Financial shares in Q2 2026, an estimated $903.
Wintrust Financial made up 0.05% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #58 holding.
Riverpoint Wealth Management Holdings first reported a position in Wintrust Financial in Q2 2017 and has held it in 16 quarters since.
Riverpoint Wealth Management Holdings's Wintrust Financial position peaked at $301K in Q2 2019.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.