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SHP Wealth Management’s Wintrust Financial WTFC Stock Holding History

SHP Wealth Management’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 		$49.1K Buy
354
+1
+0.3% +$145 ﹤0.01% 495
2025
Q4 		$49.3K Buy
+353
New +$46.9K ﹤0.01% 479

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's WTFC Position: Q1 2026 in Review

SHP Wealth Management increased its Wintrust Financial (WTFC) stake by 0.28% in Q1 2026, buying an estimated $145 and bringing the position to 354 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

SHP Wealth Management first reported a position in WTFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $49.3K in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • SHP Wealth Management held 354 shares of Wintrust Financial worth $49.1K as of Q1 2026.
  • SHP Wealth Management bought 1 Wintrust Financial share in Q1 2026, an estimated $145.
  • Wintrust Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #495 holding.
  • SHP Wealth Management first reported a position in Wintrust Financial in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Wintrust Financial position peaked at $49.3K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.