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Rothschild Investment LLC’s Wintrust Financial WTFC Stock Holding History

Rothschild Investment LLC’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 		$942K Buy
5,864
+5
+0.1% +$752 0.04% 434
2026
Q1 		$814K Hold
5,859
– – 0.04% 304
2025
Q4 		$819K Buy
5,859
+2,853
+95% +$379K 0.05% 278
2025
Q3 		$398K Hold
3,006
– – 0.02% 404
2025
Q2 		$373K Sell
3,006
-78
-3% -$8.95K 0.02% 392
2025
Q1 		$347K Buy
3,084
+1
+0% +$124 0.02% 395
2024
Q4 		$384K Hold
3,083
– – 0.03% 388
2024
Q3 		$335K Hold
3,083
– – 0.02% 413
2024
Q2 		$304K Hold
3,083
– – 0.02% 420
2024
Q1 		$322K Buy
3,083
+2,206
+252% +$213K 0.02% 393
2023
Q4 		$81.3K Sell
877
-2,206
-72% -$182K 0.01% 575
2023
Q3 		$233K Hold
3,083
– – 0.02% 423
2023
Q2 		$224K Hold
3,083
– – 0.02% 440
2023
Q1 		$225K Hold
3,083
– – 0.02% 432
2022
Q4 		$260K Sell
3,083
-157
-5% -$13.9K 0.02% 397
2022
Q3 		$265K Sell
3,240
-120
-4% -$10.2K 0.03% 386
2022
Q2 		$270K Buy
3,360
+335
+11% +$28.8K 0.02% 385
2022
Q1 		$281K Sell
3,025
-761
-20% -$74.1K 0.02% 403
2021
Q4 		$344K Hold
3,786
– – 0.03% 381
2021
Q3 		$304K Buy
3,786
+43
+1% +$3.17K 0.03% 385
2021
Q2 		$283K Hold
3,743
– – 0.02% 406
2021
Q1 		$284K Buy
3,743
+389
+12% +$27.8K 0.02% 393
2020
Q4 		$205K Buy
+3,354
New +$180K 0.02% 420
2020
Q3 		– Sell
-6,500
Closed -$283K – 453
2020
Q2 		$283K Sell
6,500
-36,690
-85% -$1.46M 0.03% 321
2020
Q1 		$1.42M Sell
43,190
-2,145
-5% -$119K 0.19% 126
2019
Q4 		$3.21M Buy
+45,335
New +$3.02M 0.32% 85
2015
Q2 		– Sell
-4,815
Closed -$230K – 522
2015
Q1 		$230K Hold
4,815
– – 0.03% 429
2014
Q4 		$225K Hold
4,815
– – 0.03% 437
2014
Q3 		$215K Hold
4,815
– – 0.03% 440
2014
Q2 		$221K Hold
4,815
– – 0.03% 376
2014
Q1 		$234K Hold
4,815
– – 0.03% 363
2013
Q4 		$222K Buy
+4,815
New +$213K 0.03% 368

Other funds holding WTFC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rothschild Investment LLC's WTFC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Wintrust Financial (WTFC) stake by 0.09% in Q2 2026, buying an estimated $752 and bringing the position to 5,864 shares worth $942K. The position accounts for 0.04% of the portfolio, ranked #434.

Rothschild Investment LLC first reported a position in WTFC in Q4 2013 and has held it in 32 quarters since. The position peaked at $3.21M in Q4 2019. 250 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Rothschild Investment LLC held 5,864 shares of Wintrust Financial worth $942K as of Q2 2026.
  • Rothschild Investment LLC bought 5 Wintrust Financial shares in Q2 2026, an estimated $752.
  • Wintrust Financial made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #434 holding.
  • Rothschild Investment LLC first reported a position in Wintrust Financial in Q4 2013 and has held it in 32 quarters since.
  • Rothschild Investment LLC's Wintrust Financial position peaked at $3.21M in Q4 2019.
  • 250 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.