Rockefeller Capital Management
WTFC icon

Rockefeller Capital Management’s Wintrust Financial WTFC Stock Holding History

Rockefeller Capital 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 		$952K Buy
5,925
+245
+4% +$36.9K ﹤0.01% 1731
2026
Q1 		$789K Sell
5,680
-1,332
-19% -$193K ﹤0.01% 1733
2025
Q4 		$980K Buy
7,012
+876
+14% +$117K ﹤0.01% 1566
2025
Q3 		$813K Buy
+6,136
New +$810K ﹤0.01% 1527
2023
Q3 		– Sell
-7,336
Closed -$533K – 1833
2023
Q2 		$533K Buy
7,336
+126
+2% +$8.59K ﹤0.01% 1315
2023
Q1 		$525K Buy
7,210
+5,162
+252% +$441K ﹤0.01% 1339
2022
Q4 		$172K Buy
2,048
+126
+7% +$11.1K ﹤0.01% 1738
2022
Q3 		$156K Buy
1,922
+1,555
+424% +$132K ﹤0.01% 1765
2022
Q2 		$29K Buy
367
+11
+3% +$947 ﹤0.01% 2542
2022
Q1 		$33K Buy
356
+178
+100% +$17.3K ﹤0.01% 2506
2021
Q4 		$16K Buy
178
+24
+16% +$2.14K ﹤0.01% 2765
2021
Q3 		$12K Sell
154
-1,116
-88% -$82.4K ﹤0.01% 2818
2021
Q2 		$96K Buy
1,270
+1,064
+517% +$83.1K ﹤0.01% 1821
2021
Q1 		$15K Buy
206
+76
+58% +$5.43K ﹤0.01% 2424
2020
Q4 		$7K Sell
130
-409
-76% -$22K ﹤0.01% 2349
2020
Q3 		$21K Buy
539
+503
+1,397% +$21.5K ﹤0.01% 1776
2020
Q2 		$2K Sell
36
-38
-51% -$1.52K ﹤0.01% 2374
2020
Q1 		$2K Sell
74
-150
-67% -$8.32K ﹤0.01% 2219
2019
Q4 		$16K Buy
224
+13
+6% +$866 ﹤0.01% 1474
2019
Q3 		$14K Sell
211
-12
-5% -$796 ﹤0.01% 1331
2019
Q2 		$16K Sell
223
-318
-59% -$23.2K ﹤0.01% 1087
2019
Q1 		$36K Buy
+541
New +$38.7K ﹤0.01% 1020

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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's WTFC Position: Q2 2026 in Review

Rockefeller Capital Management increased its Wintrust Financial (WTFC) stake by 4.3% in Q2 2026, buying an estimated $36.9K and bringing the position to 5,925 shares worth $952K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Rockefeller Capital Management first reported a position in WTFC in Q1 2019 and has held it in 22 quarters since. The position peaked at $980K in Q4 2025. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Rockefeller Capital Management held 5,925 shares of Wintrust Financial worth $952K as of Q2 2026.
  • Rockefeller Capital Management bought 245 Wintrust Financial shares in Q2 2026, an estimated $36.9K.
  • Wintrust Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1731 holding.
  • Rockefeller Capital Management first reported a position in Wintrust Financial in Q1 2019 and has held it in 22 quarters since.
  • Rockefeller Capital Management's Wintrust Financial position peaked at $980K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.