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Susquehanna Portfolio Strategies’s Wintrust Financial WTFC Stock Holding History

Susquehanna Portfolio Strategies’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 		$2.83M Sell
17,625
-17,066
-49% -$2.57M 0.05% 386
2026
Q1 		$4.82M Sell
34,691
-8,808
-20% -$1.28M 0.07% 311
2025
Q4 		$6.08M Hold
43,499
– – 0.09% 280
2025
Q3 		$5.76M Buy
43,499
+26,433
+155% +$3.49M 0.09% 291
2025
Q2 		$2.12M Buy
+17,066
New +$1.96M 0.05% 361
2024
Q4 		– Sell
-5,235
Closed -$568K – 331
2024
Q3 		$568K Hold
5,235
– – 0.04% 237
2024
Q2 		$516K Sell
5,235
-64,840
-93% -$6.35M 0.02% 359
2024
Q1 		$7.32M Sell
70,075
-3,709
-5% -$358K 0.17% 162
2023
Q4 		$6.84M Buy
+73,784
New +$6.1M 0.12% 233

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

Susquehanna Portfolio Strategies's WTFC Position: Q2 2026 in Review

Susquehanna Portfolio Strategies reduced its Wintrust Financial (WTFC) stake by 49% in Q2 2026, selling an estimated $2.57M and leaving 17,625 shares worth $2.83M. The position accounts for 0.05% of the portfolio, ranked #386.

Susquehanna Portfolio Strategies first reported a position in WTFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.32M in Q1 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Susquehanna Portfolio Strategies held 17,625 shares of Wintrust Financial worth $2.83M as of Q2 2026.
  • Susquehanna Portfolio Strategies sold 17,066 Wintrust Financial shares in Q2 2026, an estimated $2.57M.
  • Wintrust Financial made up 0.05% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #386 holding.
  • Susquehanna Portfolio Strategies first reported a position in Wintrust Financial in Q4 2023 and has held it in 9 quarters since.
  • Susquehanna Portfolio Strategies's Wintrust Financial position peaked at $7.32M in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.