Root Financial Partners
WTFC icon

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
Q3 		$52.2K Buy
+368
New +$57.3K ﹤0.01% 1062
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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CT
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New York State Teachers Retirement System (NYSTRS)
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Mutual of America Capital Management
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STRS Ohio
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Moody Aldrich Partners
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Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Root Financial Partners's WTFC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Wintrust Financial (WTFC) in Q3 2026: 368 shares worth $52.2K. The stake represents ﹤0.01% of the portfolio and ranks #1062 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WTFC as recently as Q1 2026.

Root Financial Partners first reported a position in WTFC in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Root Financial Partners held 368 shares of Wintrust Financial worth $52.2K as of Q3 2026.
  • Wintrust Financial was a new Root Financial Partners position in Q3 2026.
  • Wintrust Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1062 holding.
  • Root Financial Partners first reported a position in Wintrust Financial in Q3 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.