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Sachetta’s Wintrust Financial WTFC Stock Holding History

Sachetta’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 		$6.27K Buy
39
+2
+5% +$301 ﹤0.01% 590
2026
Q1 		$5.14K Hold
37
– – ﹤0.01% 651
2025
Q4 		$5.17K Hold
37
– – ﹤0.01% 535
2025
Q3 		$4.9K Hold
37
– – ﹤0.01% 610
2025
Q2 		$4.59K Buy
37
+13
+54% +$1.49K ﹤0.01% 609
2025
Q1 		$2.7K Hold
24
– – ﹤0.01% 709
2024
Q4 		$2.99K Hold
24
– – ﹤0.01% 719
2024
Q3 		$2.6K Hold
24
– – ﹤0.01% 811
2024
Q2 		$2.63K Buy
24
+15
+167% +$1.47K ﹤0.01% 750
2024
Q1 		$835 Hold
9
– – ﹤0.01% 961
2023
Q4 		$835 Buy
+9
New +$744 ﹤0.01% 961

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

Sachetta's WTFC Position: Q2 2026 in Review

Sachetta increased its Wintrust Financial (WTFC) stake by 5.4% in Q2 2026, buying an estimated $301 and bringing the position to 39 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Sachetta first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Sachetta held 39 shares of Wintrust Financial worth $6.27K as of Q2 2026.
  • Sachetta bought 2 Wintrust Financial shares in Q2 2026, an estimated $301.
  • Wintrust Financial made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #590 holding.
  • Sachetta first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.