TFA
WTFC icon

Transamerica Financial Advisors’s Wintrust Financial WTFC Stock Holding History

Transamerica Financial Advisors’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
Q1 		$28.3K Buy
203
+112
+123% +$16.2K ﹤0.01% 744
2025
Q4 		$12.8K Buy
91
+21
+30% +$2.79K ﹤0.01% 803
2025
Q3 		$9.16K Buy
+70
New +$9.24K ﹤0.01% 745

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Transamerica Financial Advisors's WTFC Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Wintrust Financial (WTFC) stake by 123% in Q1 2026, buying an estimated $16.2K and bringing the position to 203 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Transamerica Financial Advisors first reported a position in WTFC in Q3 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Transamerica Financial Advisors held 203 shares of Wintrust Financial worth $28.3K as of Q1 2026.
  • Transamerica Financial Advisors bought 112 Wintrust Financial shares in Q1 2026, an estimated $16.2K.
  • Wintrust Financial made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #744 holding.
  • Transamerica Financial Advisors first reported a position in Wintrust Financial in Q3 2025 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.