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Spire Wealth Management’s Wintrust Financial WTFC Stock Holding History

Spire Wealth 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 		$21.1K Sell
131
-8
-6% -$1.2K ﹤0.01% 1428
2026
Q1 		$19.3K Buy
139
+16
+13% +$2.32K ﹤0.01% 1431
2025
Q4 		$17.2K Buy
+123
New +$16.4K ﹤0.01% 1536

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

Spire Wealth Management's WTFC Position: Q2 2026 in Review

Spire Wealth Management reduced its Wintrust Financial (WTFC) stake by 5.8% in Q2 2026, selling an estimated $1.2K and leaving 131 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Spire Wealth Management first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Spire Wealth Management held 131 shares of Wintrust Financial worth $21.1K as of Q2 2026.
  • Spire Wealth Management sold 8 Wintrust Financial shares in Q2 2026, an estimated $1.2K.
  • Wintrust Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1428 holding.
  • Spire Wealth Management first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.