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Siena Capital Partners’s Wintrust Financial WTFC Stock Holding History

Siena Capital Partners’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 		$3.9M Hold
24,284
– – 0.94% 45
2026
Q1 		$3.37M Hold
24,284
– – 0.88% 51
2025
Q4 		$3.4M Hold
24,284
– – 0.91% 51
2025
Q3 		$3.22M Sell
24,284
-23,980
-50% -$3.17M 0.92% 49
2025
Q2 		$5.98M Hold
48,264
– – 1.75% 12
2025
Q1 		$5.43M Hold
48,264
– – 1.61% 13
2024
Q4 		$6.02M Hold
48,264
– – 1.66% 11
2024
Q3 		$5.24M Buy
+48,264
New +$5.03M 1.51% 12

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

Siena Capital Partners's WTFC Position: Q2 2026 in Review

Siena Capital Partners held its Wintrust Financial (WTFC) position steady in Q2 2026 at 24,284 shares worth $3.9M. The position accounts for 0.94% of the portfolio, ranked #45.

Siena Capital Partners first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.02M in Q4 2024. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Siena Capital Partners held 24,284 shares of Wintrust Financial worth $3.9M as of Q2 2026.
  • Siena Capital Partners left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.94% of Siena Capital Partners's portfolio in Q2 2026, its #45 holding.
  • Siena Capital Partners first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • Siena Capital Partners's Wintrust Financial position peaked at $6.02M in Q4 2024.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Siena Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.