TwinBeech Capital’s Wintrust Financial WTFC Stock Holding History

TwinBeech Capital’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	$1.23M	Buy	+7,652	New	+$1.15M	0.22%	134
2025 Q3	–	Sell	-7,944	Closed	-$985K	–	888
2025 Q2	$985K	Sell	7,944 -9,493	-54%	-$1.09M	0.02%	413
2025 Q1	$1.96M	Buy	+17,437	New	+$2.15M	0.04%	396
2024 Q1	–	Sell	-24,754	Closed	-$2.3M	–	896
2023 Q4	$2.3M	Buy	+24,754	New	+$2.05M	0.04%	384
2023 Q2	–	Sell	-16,759	Closed	-$1.22M	–	893
2023 Q1	$1.22M	Sell	16,759 -26,650	-61%	-$2.28M	0.02%	431
2022 Q4	$3.67M	Buy	+43,409	New	+$3.83M	0.07%	327

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

TwinBeech Capital's WTFC Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Wintrust Financial (WTFC) in Q2 2026: 7,652 shares worth $1.23M. The stake represents 0.22% of the portfolio and ranks #134 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in WTFC as recently as Q2 2025.

TwinBeech Capital first reported a position in WTFC in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.67M in Q4 2022. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

TwinBeech Capital held 7,652 shares of Wintrust Financial worth $1.23M as of Q2 2026.
Wintrust Financial was a new TwinBeech Capital position in Q2 2026.
Wintrust Financial made up 0.22% of TwinBeech Capital's portfolio in Q2 2026, its #134 holding.
TwinBeech Capital first reported a position in Wintrust Financial in Q4 2022 and has held it in 6 quarters since.
TwinBeech Capital's Wintrust Financial position peaked at $3.67M in Q4 2022.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.