Schaper Benz & Wise Investment Counsel’s Wintrust Financial WTFC Stock Holding History

Schaper Benz & Wise Investment Counsel’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	-3,000	Closed	-$419K	–	162
2025 Q4	$419K	Sell	3,000 -500	-14%	-$66.5K	0.03%	132
2025 Q3	$464K	Hold	3,500	–	–	0.03%	122
2025 Q2	$434K	Sell	3,500 -1,657	-32%	-$190K	0.03%	123
2025 Q1	$580K	Hold	5,157	–	–	0.05%	110
2024 Q4	$643K	Hold	5,157	–	–	0.05%	107
2024 Q3	$560K	Hold	5,157	–	–	0.04%	112
2024 Q2	$508K	Hold	5,157	–	–	0.04%	107
2024 Q1	$538K	Buy	+5,157	New	+$498K	0.04%	106

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's WTFC Position: Q1 2026 in Review

Schaper Benz & Wise Investment Counsel sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 3,000 shares — an estimated $419K sold.

Schaper Benz & Wise Investment Counsel first reported a position in WTFC in Q1 2024 and held it in 8 quarters. The position peaked at $643K in Q4 2024. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Schaper Benz & Wise Investment Counsel reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 3,000 Wintrust Financial shares in Q1 2026, an estimated $419K.
Schaper Benz & Wise Investment Counsel first reported a position in Wintrust Financial in Q1 2024 and held it in 8 quarters.
Schaper Benz & Wise Investment Counsel's Wintrust Financial position peaked at $643K in Q4 2024.
554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q1 2026, filed 28 Apr 2026.