Swiss Life Asset Management’s Wintrust Financial WTFC Stock Holding History

Swiss Life Asset Management’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	$707K	Sell	4,397 -1,368	-24%	-$206K	﹤0.01%	807
2026 Q1	$801K	Buy	5,765 +2,613	+83%	+$379K	﹤0.01%	706
2025 Q4	$441K	Buy	3,152 +31	+1%	+$4.12K	﹤0.01%	838
2025 Q3	$413K	Buy	3,121 +1,394	+81%	+$184K	﹤0.01%	777
2025 Q2	$214K	Buy	+1,727	New	+$198K	﹤0.01%	797

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Swiss Life Asset Management's WTFC Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Wintrust Financial (WTFC) stake by 24% in Q2 2026, selling an estimated $206K and leaving 4,397 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Swiss Life Asset Management first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $801K in Q1 2026. 405 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Swiss Life Asset Management held 4,397 shares of Wintrust Financial worth $707K as of Q2 2026.
Swiss Life Asset Management sold 1,368 Wintrust Financial shares in Q2 2026, an estimated $206K.
Wintrust Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #807 holding.
Swiss Life Asset Management first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
Swiss Life Asset Management's Wintrust Financial position peaked at $801K in Q1 2026.
405 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.