Strategic Investment Solutions’s Wintrust Financial WTFC Stock Holding History

Strategic Investment Solutions’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	$731K	Hold	4,546	–	–	0.17%	84
2026 Q1	$632K	Hold	4,546	–	–	0.15%	84
2025 Q4	$636K	Hold	4,546	–	–	0.15%	81
2025 Q3	$602K	Hold	4,546	–	–	0.16%	84
2025 Q2	$564K	Buy	+4,546	New	+$521K	0.17%	79
2025 Q1	–	Sell	-4,129	Closed	-$515K	–	689
2024 Q4	$515K	Hold	4,129	–	–	0.17%	68
2024 Q3	$448K	Sell	4,129 -1,500	-27%	-$156K	0.13%	74
2024 Q2	$427K	Buy	+5,629	New	+$551K	0.14%	69
2023 Q4	$383K	Sell	4,129 -255,998	-98%	-$21.2M	0.07%	128
2023 Q3	$20.5M	Buy	260,127 +255,998	+6,200%	+$20.1M	0.25%	64
2023 Q2	$270K	Hold	4,129	–	–	0.06%	116
2023 Q1	$301K	Hold	4,129	–	–	0.06%	137
2022 Q4	$386K	Buy	+4,129	New	+$365K	0.19%	61

Other funds holding WTFC

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return