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Root Financial Partners’s Wintrust Financial WTFC Stock Holding History

Root Financial Partners’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 		– Sell
-301
Closed -$41.8K – 3201
2026
Q1 		$41.8K Buy
301
+56
+23% +$8.12K ﹤0.01% 957
2025
Q4 		$34.3K Buy
245
+42
+21% +$5.59K ﹤0.01% 879
2025
Q3 		$26.9K Buy
+203
New +$26.8K ﹤0.01% 958

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Vanguard Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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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

Root Financial Partners's WTFC Position: Q2 2026 in Review

Root Financial Partners sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 301 shares — an estimated $41.8K sold.

Root Financial Partners first reported a position in WTFC in Q3 2025 and held it in 3 quarters. The position peaked at $41.8K in Q1 2026. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Root Financial Partners reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 301 Wintrust Financial shares in Q2 2026, an estimated $41.8K.
  • Root Financial Partners first reported a position in Wintrust Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Wintrust Financial position peaked at $41.8K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.