Spire Wealth Management
WTFC icon

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
Q3 		– Sell
-131
Closed -$21.1K – 2315
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

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CT
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Congress Asset Management
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New York State Teachers Retirement System (NYSTRS)
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Mutual of America Capital Management
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STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Spire Wealth Management's WTFC Position: Q3 2026 in Review

Spire Wealth Management sold out of Wintrust Financial (WTFC) in Q3 2026, closing a stake of 131 shares — an estimated $21.1K sold.

Spire Wealth Management first reported a position in WTFC in Q4 2025 and held it in 3 quarters. The position peaked at $21.1K in Q2 2026. 164 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Spire Wealth Management reported no remaining Wintrust Financial position as of Q3 2026 after selling out during the quarter.
  • Spire Wealth Management sold 131 Wintrust Financial shares in Q3 2026, an estimated $21.1K.
  • Spire Wealth Management first reported a position in Wintrust Financial in Q4 2025 and held it in 3 quarters.
  • Spire Wealth Management's Wintrust Financial position peaked at $21.1K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.