Simplicity Wealth’s Wintrust Financial WTFC Stock Holding History

Simplicity Wealth’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	$866K	Buy	5,389 +81	+2%	+$12.2K	0.03%	470
2026 Q1	$738K	Buy	5,308 +26	+0.5%	+$3.77K	0.04%	360
2025 Q4	$739K	Sell	5,282 -16	-0.3%	-$2.13K	0.04%	346
2025 Q3	$702K	Sell	5,298 -4,752	-47%	-$627K	0.04%	375
2025 Q2	$1.25M	Buy	10,050 +5,008	+99%	+$574K	0.05%	290
2025 Q1	$567K	Buy	+5,042	New	+$623K	0.04%	325
2024 Q4	–	Sell	-5,011	Closed	-$544K	–	522
2024 Q3	$544K	Buy	5,011 +11	+0.2%	+$1.15K	0.05%	274
2024 Q2	$493K	Buy	+5,000	New	+$490K	0.01%	767

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Simplicity Wealth's WTFC Position: Q2 2026 in Review

Simplicity Wealth increased its Wintrust Financial (WTFC) stake by 1.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 5,389 shares worth $866K. The position accounts for 0.03% of the portfolio, ranked #470.

Simplicity Wealth first reported a position in WTFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q2 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Simplicity Wealth held 5,389 shares of Wintrust Financial worth $866K as of Q2 2026.
Simplicity Wealth bought 81 Wintrust Financial shares in Q2 2026, an estimated $12.2K.
Wintrust Financial made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #470 holding.
Simplicity Wealth first reported a position in Wintrust Financial in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's Wintrust Financial position peaked at $1.25M in Q2 2025.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.