SA
WTFC icon

Sanctuary Advisors’s Wintrust Financial WTFC Stock Holding History

Sanctuary Advisors’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 		$2.97M Buy
18,465
+2,689
+17% +$405K 0.01% 837
2026
Q1 		$2.19M Sell
15,776
-237
-1% -$34.4K 0.01% 917
2025
Q4 		$2.24M Buy
16,013
+48
+0.3% +$6.38K 0.01% 869
2025
Q3 		$2.11M Buy
15,965
+9
+0.1% +$1.19K 0.01% 863
2025
Q2 		$1.98M Sell
15,956
-472
-3% -$54.1K 0.01% 851
2025
Q1 		$1.85M Sell
16,428
-653
-4% -$80.7K 0.01% 816
2024
Q4 		$2.25M Buy
17,081
+4,412
+35% +$545K 0.01% 811
2024
Q3 		$1.74M Buy
12,669
+2,392
+23% +$249K 0.01% 953
2024
Q2 		$1.02M Buy
+10,277
New +$1.01M 0.01% 1186

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

Sanctuary Advisors's WTFC Position: Q2 2026 in Review

Sanctuary Advisors increased its Wintrust Financial (WTFC) stake by 17% in Q2 2026, buying an estimated $405K and bringing the position to 18,465 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #837.

Sanctuary Advisors first reported a position in WTFC in Q2 2024 and has held it in 9 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Sanctuary Advisors held 18,465 shares of Wintrust Financial worth $2.97M as of Q2 2026.
  • Sanctuary Advisors bought 2,689 Wintrust Financial shares in Q2 2026, an estimated $405K.
  • Wintrust Financial made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #837 holding.
  • Sanctuary Advisors first reported a position in Wintrust Financial in Q2 2024 and has held it in 9 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.