Sound Income Strategies’s Wintrust Financial WTFC Stock Holding History

Sound Income Strategies’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	–	Sell	-58	Closed	-$8.12K	–	2405
2026 Q1	$8.12K	Hold	58	–	–	﹤0.01%	1610
2025 Q4	$8.43K	Hold	58	–	–	﹤0.01%	1570
2025 Q3	$7.56K	Buy	58 +1	+2%	+$132	﹤0.01%	1072
2025 Q2	$7.11K	Hold	57	–	–	﹤0.01%	1020
2025 Q1	$6.42K	Hold	57	–	–	﹤0.01%	1011
2024 Q4	$7.09K	Hold	57	–	–	﹤0.01%	927
2024 Q3	$6.15K	Buy	57 +1	+2%	+$104	﹤0.01%	903
2024 Q2	$5.56K	Buy	56 +1	+2%	+$98	﹤0.01%	917
2024 Q1	$5.76K	Hold	55	–	–	﹤0.01%	881
2023 Q4	$5.09K	Hold	55	–	–	﹤0.01%	893
2023 Q3	$4.13K	Buy	55 +1	+2%	+$79	﹤0.01%	787
2023 Q2	$3.95K	Hold	54	–	–	﹤0.01%	783
2023 Q1	$3.97K	Hold	54	–	–	﹤0.01%	731
2022 Q4	$4.6K	Hold	54	–	–	﹤0.01%	659
2022 Q3	$4K	Hold	54	–	–	﹤0.01%	633
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	634
2022 Q1	$5K	Hold	54	–	–	﹤0.01%	606
2021 Q4	$5K	Hold	54	–	–	﹤0.01%	607
2021 Q3	$4K	Hold	54	–	–	﹤0.01%	617
2021 Q2	$4K	Hold	54	–	–	﹤0.01%	649
2021 Q1	$4.09K	Buy	+54	New	+$3.86K	﹤0.01%	659

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

Sound Income Strategies's WTFC Position: Q2 2026 in Review

Sound Income Strategies sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 58 shares — an estimated $8.12K sold.

Sound Income Strategies first reported a position in WTFC in Q1 2021 and held it in 21 quarters. The position peaked at $8.43K in Q4 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Sound Income Strategies reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 58 Wintrust Financial shares in Q2 2026, an estimated $8.12K.
Sound Income Strategies first reported a position in Wintrust Financial in Q1 2021 and held it in 21 quarters.
Sound Income Strategies's Wintrust Financial position peaked at $8.43K in Q4 2025.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.