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Shaker Investments’s Wintrust Financial WTFC Stock Holding History

Shaker Investments’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 		$4.32M Sell
26,894
-185
-0.7% -$27.8K 1.55% 19
2026
Q1 		$3.76M Buy
+27,079
New +$3.92M 1.71% 14
2025
Q4 		– Sell
-26,185
Closed -$3.47M – 106
2025
Q3 		$3.47M Sell
26,185
-150
-0.6% -$19.8K 1.39% 23
2025
Q2 		$3.27M Sell
26,335
-1,673
-6% -$192K 1.34% 28
2025
Q1 		$3.15M Sell
28,008
-689
-2% -$85.1K 1.52% 23
2024
Q4 		$3.58M Sell
28,697
-231
-0.8% -$28.5K 1.5% 22
2024
Q3 		$3.14M Buy
28,928
+96
+0.3% +$10K 1.31% 27
2024
Q2 		$2.84M Sell
28,832
-5,424
-16% -$531K 1.24% 28
2024
Q1 		$3.58M Buy
34,256
+112
+0.3% +$10.8K 1.51% 17
2023
Q4 		$3.17M Buy
34,144
+9
+0% +$744 1.48% 23
2023
Q3 		$2.58M Buy
34,135
+17,041
+100% +$1.34M 1.42% 27
2023
Q2 		$1.24M Sell
17,094
-2,252
-12% -$154K 0.63% 53
2023
Q1 		$1.41M Buy
+19,346
New +$1.65M 0.79% 45

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

Shaker Investments's WTFC Position: Q2 2026 in Review

Shaker Investments reduced its Wintrust Financial (WTFC) stake by 0.68% in Q2 2026, selling an estimated $27.8K and leaving 26,894 shares worth $4.32M. The position accounts for 1.55% of the portfolio, ranked #19.

Shaker Investments first reported a position in WTFC in Q1 2023 and has held it in 13 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Shaker Investments held 26,894 shares of Wintrust Financial worth $4.32M as of Q2 2026.
  • Shaker Investments sold 185 Wintrust Financial shares in Q2 2026, an estimated $27.8K.
  • Wintrust Financial made up 1.55% of Shaker Investments's portfolio in Q2 2026, its #19 holding.
  • Shaker Investments first reported a position in Wintrust Financial in Q1 2023 and has held it in 13 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.