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Rossby Financial’s Wintrust Financial WTFC Stock Holding History

Rossby Financial’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 		$14.8K Buy
92
+8
+10% +$1.2K ﹤0.01% 1054
2026
Q1 		$11.8K Buy
84
+71
+546% +$10.3K ﹤0.01% 1194
2025
Q4 		$1.82K Buy
13
+3
+30% +$399 ﹤0.01% 1394
2025
Q3 		$1.32K Buy
10
+2
+25% +$264 ﹤0.01% 1232
2025
Q2 		$992 Buy
8
+1
+14% +$115 ﹤0.01% 1139
2025
Q1 		$776 Buy
+7
New +$865 ﹤0.01% 1018

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 $3.37T AUM 44.26% 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

Rossby Financial's WTFC Position: Q2 2026 in Review

Rossby Financial increased its Wintrust Financial (WTFC) stake by 9.5% in Q2 2026, buying an estimated $1.2K and bringing the position to 92 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Rossby Financial first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Rossby Financial held 92 shares of Wintrust Financial worth $14.8K as of Q2 2026.
  • Rossby Financial bought 8 Wintrust Financial shares in Q2 2026, an estimated $1.2K.
  • Wintrust Financial made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1054 holding.
  • Rossby Financial first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.