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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
Q2 		$57.2K Buy
356
+2
+0.6% +$301 ﹤0.01% 510
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 $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 $3.38T AUM 44.17% 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

SHP Wealth Management's WTFC Position: Q2 2026 in Review

SHP Wealth Management increased its Wintrust Financial (WTFC) stake by 0.56% in Q2 2026, buying an estimated $301 and bringing the position to 356 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

SHP Wealth Management first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • SHP Wealth Management held 356 shares of Wintrust Financial worth $57.2K as of Q2 2026.
  • SHP Wealth Management bought 2 Wintrust Financial shares in Q2 2026, an estimated $301.
  • Wintrust Financial made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #510 holding.
  • SHP Wealth Management first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.