SAM
WTFC icon

Smartleaf Asset Management’s Wintrust Financial WTFC Stock Holding History

Smartleaf 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 		$90.8K Hold
566
– – ﹤0.01% 1219
2026
Q1 		$75.6K Sell
566
-96
-15% -$13.9K ﹤0.01% 1251
2025
Q4 		$93.4K Sell
662
-11
-2% -$1.46K ﹤0.01% 1226
2025
Q3 		$89.2K Buy
673
+190
+39% +$25.1K 0.01% 1134
2025
Q2 		$59.6K Sell
483
-34
-7% -$3.9K 0.01% 1092
2025
Q1 		$58K Buy
517
+50
+11% +$6.18K 0.01% 1075
2024
Q4 		$58.1K Buy
467
+71
+18% +$8.77K 0.01% 1110
2024
Q3 		$42.2K Buy
396
+357
+915% +$37.2K 0.01% 978
2024
Q2 		$3.73K Sell
39
-1,621
-98% -$159K ﹤0.01% 1949
2024
Q1 		$174K Buy
+1,660
New +$160K 0.03% 393

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

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

Smartleaf Asset Management held its Wintrust Financial (WTFC) position steady in Q2 2026 at 566 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Smartleaf Asset Management first reported a position in WTFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $174K in Q1 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Smartleaf Asset Management held 566 shares of Wintrust Financial worth $90.8K as of Q2 2026.
  • Smartleaf Asset Management left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1219 holding.
  • Smartleaf Asset Management first reported a position in Wintrust Financial in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Wintrust Financial position peaked at $174K in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.