Tidal Investments’s Wintrust Financial WTFC Stock Holding History

Tidal Investments’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	–	Sell	-4,208	Closed	-$585K	–	2827
2026 Q1	$585K	Sell	4,208 -527	-11%	-$76.4K	﹤0.01%	1757
2025 Q4	$662K	Buy	4,735 +114	+2%	+$15.2K	﹤0.01%	1490
2025 Q3	$612K	Sell	4,621 -19	-0.4%	-$2.51K	﹤0.01%	1459
2025 Q2	$575K	Sell	4,640 -1,432	-24%	-$164K	﹤0.01%	1308
2025 Q1	$683K	Sell	6,072 -2,208	-27%	-$273K	0.01%	1150
2024 Q4	$1.03M	Sell	8,280 -376	-4%	-$46.4K	0.01%	989
2024 Q3	$939K	Buy	8,656 +172	+2%	+$17.9K	0.01%	1017
2024 Q2	$836K	Buy	+8,484	New	+$831K	0.01%	994

Other funds holding WTFC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

Tidal Investments's WTFC Position: Q2 2026 in Review

Tidal Investments sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 4,208 shares — an estimated $585K sold.

Tidal Investments first reported a position in WTFC in Q2 2024 and held it in 8 quarters. The position peaked at $1.03M in Q4 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Tidal Investments reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
Tidal Investments sold 4,208 Wintrust Financial shares in Q2 2026, an estimated $585K.
Tidal Investments first reported a position in Wintrust Financial in Q2 2024 and held it in 8 quarters.
Tidal Investments's Wintrust Financial position peaked at $1.03M in Q4 2024.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.