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True Wealth Design’s Wintrust Financial WTFC Stock Holding History

True Wealth Design’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 		$19.4K Buy
121
+29
+32% +$4.36K ﹤0.01% 818
2026
Q1 		$12.8K Buy
92
+6
+7% +$870 ﹤0.01% 895
2025
Q4 		$12K Buy
86
+6
+8% +$798 ﹤0.01% 794
2025
Q3 		$10.6K Buy
80
+35
+78% +$4.62K ﹤0.01% 810
2025
Q2 		$5.58K Buy
45
+22
+96% +$2.52K ﹤0.01% 765
2025
Q1 		$2.59K Buy
+23
New +$2.84K ﹤0.01% 917

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

True Wealth Design's WTFC Position: Q2 2026 in Review

True Wealth Design increased its Wintrust Financial (WTFC) stake by 32% in Q2 2026, buying an estimated $4.36K and bringing the position to 121 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

True Wealth Design first reported a position in WTFC in Q1 2025 and has held it in 6 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • True Wealth Design held 121 shares of Wintrust Financial worth $19.4K as of Q2 2026.
  • True Wealth Design bought 29 Wintrust Financial shares in Q2 2026, an estimated $4.36K.
  • Wintrust Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #818 holding.
  • True Wealth Design first reported a position in Wintrust Financial in Q1 2025 and has held it in 6 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.