SAG
WTFC icon

SageView Advisory Group’s Wintrust Financial WTFC Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-136
Closed -$19K – 2444
2025
Q4 		$19K Buy
+136
New +$18.1K ﹤0.01% 1474
2024
Q2 		– Sell
-2,600
Closed -$311K – 813
2024
Q1 		$311K Buy
+2,600
New +$251K 0.02% 405

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's WTFC Position: Q1 2026 in Review

SageView Advisory Group sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 136 shares — an estimated $19K sold.

SageView Advisory Group first reported a position in WTFC in Q1 2024 and held it in 2 quarters. The position peaked at $311K in Q1 2024. 557 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • SageView Advisory Group reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 136 Wintrust Financial shares in Q1 2026, an estimated $19K.
  • SageView Advisory Group first reported a position in Wintrust Financial in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Wintrust Financial position peaked at $311K in Q1 2024.
  • 557 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.