SL
WTFC icon

Salomon & Ludwin’s Wintrust Financial WTFC Stock Holding History

Salomon & Ludwin’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 		$21.7K Hold
133
– – ﹤0.01% 1087
2026
Q1 		$18.6K Hold
133
– – ﹤0.01% 1148
2025
Q4 		$19.3K Hold
133
– – ﹤0.01% 928
2025
Q3 		$17.3K Buy
+133
New +$17.6K ﹤0.01% 920

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

Salomon & Ludwin's WTFC Position: Q2 2026 in Review

Salomon & Ludwin held its Wintrust Financial (WTFC) position steady in Q2 2026 at 133 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Salomon & Ludwin first reported a position in WTFC in Q3 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Salomon & Ludwin held 133 shares of Wintrust Financial worth $21.7K as of Q2 2026.
  • Salomon & Ludwin left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1087 holding.
  • Salomon & Ludwin first reported a position in Wintrust Financial in Q3 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.