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Twin Peaks Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Twin Peaks Wealth 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 		$8.61K Buy
+62
New +$8.99K ﹤0.01% 1137
2025
Q3 		– Sell
-59
Closed -$7.51K – 2163
2025
Q2 		$7.51K Buy
+59
New +$6.77K ﹤0.01% 1080

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

Twin Peaks Wealth Advisors's WTFC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Wintrust Financial (WTFC) in Q1 2026: 62 shares worth $8.61K. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WTFC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WTFC in Q2 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 62 shares of Wintrust Financial worth $8.61K as of Q1 2026.
  • Wintrust Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Wintrust Financial made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1137 holding.
  • Twin Peaks Wealth Advisors first reported a position in Wintrust Financial in Q2 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.