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Savant Capital’s Wintrust Financial WTFC Stock Holding History

Savant Capital’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 		$1.42M Buy
9,800
+2,391
+32% +$360K ﹤0.01% 732
2026
Q1 		$1.03M Buy
7,409
+661
+10% +$95.8K 0.01% 624
2025
Q4 		$944K Buy
6,748
+746
+12% +$99.2K 0.01% 602
2025
Q3 		$795K Buy
6,002
+188
+3% +$24.8K ﹤0.01% 641
2025
Q2 		$721K Buy
5,814
+4,032
+226% +$462K 0.01% 626
2025
Q1 		$200K Buy
+1,782
New +$220K ﹤0.01% 1010

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

Savant Capital's WTFC Position: Q2 2026 in Review

Savant Capital increased its Wintrust Financial (WTFC) stake by 32% in Q2 2026, buying an estimated $360K and bringing the position to 9,800 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Savant Capital first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Savant Capital held 9,800 shares of Wintrust Financial worth $1.42M as of Q2 2026.
  • Savant Capital bought 2,391 Wintrust Financial shares in Q2 2026, an estimated $360K.
  • Wintrust Financial made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #732 holding.
  • Savant Capital first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.