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Summit Trail Advisors’s Wintrust Financial WTFC Stock Holding History

Summit Trail Advisors’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 		$2.12M Sell
13,171
-1,437
-10% -$216K 0.03% 577
2026
Q1 		$2.03M Buy
14,608
+6,463
+79% +$937K 0.03% 509
2025
Q4 		$1.14M Sell
8,145
-1,574
-16% -$209K 0.02% 739
2025
Q3 		$1.29M Buy
+9,719
New +$1.28M 0.02% 689
2018
Q1 		– Sell
-4
Closed – – 1675
2017
Q4 		$0 Buy
+4
New +$322 ﹤0.01% 2103

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

Summit Trail Advisors's WTFC Position: Q2 2026 in Review

Summit Trail Advisors reduced its Wintrust Financial (WTFC) stake by 9.8% in Q2 2026, selling an estimated $216K and leaving 13,171 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #577.

Summit Trail Advisors first reported a position in WTFC in Q4 2017 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Summit Trail Advisors held 13,171 shares of Wintrust Financial worth $2.12M as of Q2 2026.
  • Summit Trail Advisors sold 1,437 Wintrust Financial shares in Q2 2026, an estimated $216K.
  • Wintrust Financial made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #577 holding.
  • Summit Trail Advisors first reported a position in Wintrust Financial in Q4 2017 and has held it in 5 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.