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	–	688
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

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

Strategic Investment Solutions's WTFC Position: Q2 2026 in Review

Strategic Investment Solutions held its Wintrust Financial (WTFC) position steady in Q2 2026 at 4,546 shares worth $731K. The position accounts for 0.17% of the portfolio, ranked #84.

Strategic Investment Solutions first reported a position in WTFC in Q4 2022 and has held it in 13 quarters since. The position peaked at $20.5M in Q3 2023. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Strategic Investment Solutions held 4,546 shares of Wintrust Financial worth $731K as of Q2 2026.
Strategic Investment Solutions left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up 0.17% of Strategic Investment Solutions's portfolio in Q2 2026, its #84 holding.
Strategic Investment Solutions first reported a position in Wintrust Financial in Q4 2022 and has held it in 13 quarters since.
Strategic Investment Solutions's Wintrust Financial position peaked at $20.5M in Q3 2023.
598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.