TPCW
WTFC icon

TD Private Client Wealth’s Wintrust Financial WTFC Stock Holding History

TD Private Client Wealth’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 		$193K Buy
1,200
+128
+12% +$19.3K ﹤0.01% 674
2026
Q1 		$149K Sell
1,072
-65
-6% -$9.42K ﹤0.01% 707
2025
Q4 		$159K Sell
1,137
-95
-8% -$12.6K ﹤0.01% 701
2025
Q3 		$163K Hold
1,232
– – ﹤0.01% 687
2025
Q2 		$153K Sell
1,232
-438
-26% -$50.2K ﹤0.01% 688
2025
Q1 		$188K Sell
1,670
-72
-4% -$8.9K 0.01% 611
2024
Q4 		$217K Hold
1,742
– – 0.01% 585
2024
Q3 		$189K Buy
1,742
+337
+24% +$35.1K 0.01% 607
2024
Q2 		$138K Sell
1,405
-202
-13% -$19.8K ﹤0.01% 638
2024
Q1 		$168K Buy
1,607
+459
+40% +$44.3K 0.01% 616
2023
Q4 		$106K Buy
1,148
+173
+18% +$14.3K ﹤0.01% 677
2023
Q3 		$73.6K Buy
975
+109
+13% +$8.57K ﹤0.01% 709
2023
Q2 		$62.9K Buy
866
+61
+8% +$4.16K ﹤0.01% 737
2023
Q1 		$58.7K Buy
+805
New +$68.8K ﹤0.01% 737
2022
Q2 		– Sell
-5
Closed -$465 – 1299
2022
Q1 		$465 Sell
5
-137
-96% -$13.3K ﹤0.01% 1242
2021
Q4 		$12.9K Sell
142
-25
-15% -$2.23K ﹤0.01% 898
2021
Q3 		$13.4K Hold
167
– – ﹤0.01% 892
2021
Q2 		$12.6K Buy
167
+145
+659% +$11.3K ﹤0.01% 895
2021
Q1 		$1.67K Hold
22
– – ﹤0.01% 1014
2020
Q4 		$1.34K Hold
22
– – ﹤0.01% 988
2020
Q3 		$881 Hold
22
– – ﹤0.01% 974
2020
Q2 		$960 Buy
+22
New +$878 ﹤0.01% 964

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

TD Private Client Wealth's WTFC Position: Q2 2026 in Review

TD Private Client Wealth increased its Wintrust Financial (WTFC) stake by 12% in Q2 2026, buying an estimated $19.3K and bringing the position to 1,200 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

TD Private Client Wealth first reported a position in WTFC in Q2 2020 and has held it in 22 quarters since. The position peaked at $217K in Q4 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • TD Private Client Wealth held 1,200 shares of Wintrust Financial worth $193K as of Q2 2026.
  • TD Private Client Wealth bought 128 Wintrust Financial shares in Q2 2026, an estimated $19.3K.
  • Wintrust Financial made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #674 holding.
  • TD Private Client Wealth first reported a position in Wintrust Financial in Q2 2020 and has held it in 22 quarters since.
  • TD Private Client Wealth's Wintrust Financial position peaked at $217K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.