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Silvercrest Asset Management’s Wintrust Financial WTFC Stock Holding History

Silvercrest Asset 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 		$10.9M Sell
68,061
-6,641
-9% -$999K 0.07% 335
2026
Q1 		$10.4M Sell
74,702
-11,095
-13% -$1.61M 0.08% 298
2025
Q4 		$12M Sell
85,797
-24,081
-22% -$3.2M 0.08% 293
2025
Q3 		$14.6M Sell
109,878
-1,761
-2% -$233K 0.1% 257
2025
Q2 		$13.8M Buy
111,639
+7,055
+7% +$809K 0.09% 262
2025
Q1 		$11.8M Buy
104,584
+2,640
+3% +$326K 0.08% 275
2024
Q4 		$12.7M Buy
101,944
+17,805
+21% +$2.2M 0.08% 248
2024
Q3 		$9.13M Buy
+84,139
New +$8.77M 0.06% 274
2023
Q1 		– Sell
-86,905
Closed -$7.35M – 820
2022
Q4 		$7.35M Sell
86,905
-106,727
-55% -$9.43M 0.06% 271
2022
Q3 		$15.8M Sell
193,632
-13,942
-7% -$1.18M 0.13% 179
2022
Q2 		$16.6M Sell
207,574
-3,056
-1% -$263K 0.13% 186
2022
Q1 		$19.6M Sell
210,630
-2,442
-1% -$238K 0.13% 184
2021
Q4 		$19.4M Sell
213,072
-1,328
-0.6% -$119K 0.12% 184
2021
Q3 		$17.2M Sell
214,400
-17,810
-8% -$1.32M 0.12% 194
2021
Q2 		$17.6M Sell
232,210
-27,446
-11% -$2.14M 0.12% 200
2021
Q1 		$19.7M Sell
259,656
-34,689
-12% -$2.48M 0.13% 184
2020
Q4 		$18M Buy
294,345
+35,241
+14% +$1.9M 0.13% 178
2020
Q3 		$10.4M Sell
259,104
-8,621
-3% -$369K 0.09% 226
2020
Q2 		$11.7M Buy
+267,725
New +$10.7M 0.1% 192

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

Silvercrest Asset Management's WTFC Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Wintrust Financial (WTFC) stake by 8.9% in Q2 2026, selling an estimated $999K and leaving 68,061 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #335.

Silvercrest Asset Management first reported a position in WTFC in Q2 2020 and has held it in 19 quarters since. The position peaked at $19.7M in Q1 2021. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Silvercrest Asset Management held 68,061 shares of Wintrust Financial worth $10.9M as of Q2 2026.
  • Silvercrest Asset Management sold 6,641 Wintrust Financial shares in Q2 2026, an estimated $999K.
  • Wintrust Financial made up 0.07% of Silvercrest Asset Management's portfolio in Q2 2026, its #335 holding.
  • Silvercrest Asset Management first reported a position in Wintrust Financial in Q2 2020 and has held it in 19 quarters since.
  • Silvercrest Asset Management's Wintrust Financial position peaked at $19.7M in Q1 2021.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.