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Sunrise Financial Services’s Wintrust Financial WTFC Stock Holding History

Sunrise Financial Services’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 		$2.89K Hold
18
– – ﹤0.01% 343
2026
Q1 		$2.5K Hold
18
– – ﹤0.01% 364
2025
Q4 		$2.52K Buy
+18
New +$2.39K ﹤0.01% 331

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

Sunrise Financial Services's WTFC Position: Q2 2026 in Review

Sunrise Financial Services held its Wintrust Financial (WTFC) position steady in Q2 2026 at 18 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Sunrise Financial Services first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Sunrise Financial Services held 18 shares of Wintrust Financial worth $2.89K as of Q2 2026.
  • Sunrise Financial Services left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #343 holding.
  • Sunrise Financial Services first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.