UCFA
WTFC icon

United Capital Financial Advisors’s Wintrust Financial WTFC Stock Holding History

United Capital 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
Q2 		$868K Sell
5,403
-2,370
-30% -$357K ﹤0.01% 857
2026
Q1 		$1.08M Buy
7,773
+3,711
+91% +$538K 0.01% 732
2025
Q4 		$568K Sell
4,062
-701
-15% -$93.2K ﹤0.01% 918
2025
Q3 		$631K Sell
4,763
-1,710
-26% -$226K ﹤0.01% 791
2025
Q2 		$803K Sell
6,473
-51
-0.8% -$5.85K 0.01% 654
2025
Q1 		$734K Buy
6,524
+58
+0.9% +$7.17K 0.01% 639
2024
Q4 		$806K Sell
6,466
-48
-0.7% -$5.93K 0.01% 604
2024
Q3 		$707K Sell
6,514
-6
-0.1% -$626 0.01% 631
2024
Q2 		$643K Sell
6,520
-2,148
-25% -$210K 0.01% 641
2024
Q1 		$905K Buy
8,668
+124
+1% +$12K 0.01% 579
2023
Q4 		$792K Buy
8,544
+2,404
+39% +$199K 0.01% 606
2023
Q3 		$464K Buy
6,140
+1,892
+45% +$149K ﹤0.01% 649
2023
Q2 		$308K Sell
4,248
-126
-3% -$8.59K ﹤0.01% 763
2023
Q1 		$319K Buy
4,374
+133
+3% +$11.4K ﹤0.01% 808
2022
Q4 		$358K Sell
4,241
-1,912
-31% -$169K ﹤0.01% 831
2022
Q3 		$502K Sell
6,153
-489
-7% -$41.5K ﹤0.01% 760
2022
Q2 		$532K Buy
6,642
+331
+5% +$28.5K ﹤0.01% 780
2022
Q1 		$586K Buy
6,311
+34
+0.5% +$3.31K ﹤0.01% 797
2021
Q4 		$570K Buy
6,277
+1
+0% +$89 ﹤0.01% 822
2021
Q3 		$504K Sell
6,276
-1,050
-14% -$77.5K ﹤0.01% 855
2021
Q2 		$554K Buy
7,326
+3,783
+107% +$296K ﹤0.01% 835
2021
Q1 		$269K Hold
3,543
– – ﹤0.01% 1017
2020
Q4 		$216K Buy
+3,543
New +$191K ﹤0.01% 1105
2020
Q1 		– Sell
-3,543
Closed -$251K – 1385
2019
Q4 		$251K Sell
3,543
-300
-8% -$20K ﹤0.01% 1211
2019
Q3 		$248K Sell
3,843
-498
-11% -$33K ﹤0.01% 1128
2019
Q2 		$318K Buy
4,341
+105
+2% +$7.67K ﹤0.01% 1184
2019
Q1 		$285K Sell
4,236
-7
-0.2% -$500 ﹤0.01% 1146
2018
Q4 		$282K Sell
4,243
-478
-10% -$36.3K ﹤0.01% 1085
2018
Q3 		$401K Buy
4,721
+835
+21% +$74.3K ﹤0.01% 1017
2018
Q2 		$338K Hold
3,886
– – ﹤0.01% 1047
2018
Q1 		$334K Sell
3,886
-301
-7% -$25.9K ﹤0.01% 1056
2017
Q4 		$349K Sell
4,187
-192
-4% -$15.5K ﹤0.01% 1066
2017
Q3 		$343K Buy
4,379
+186
+4% +$13.8K ﹤0.01% 1067
2017
Q2 		$321K Hold
4,193
– – ﹤0.01% 1050
2017
Q1 		$290K Buy
4,193
+14
+0.3% +$1.01K ﹤0.01% 1058
2016
Q4 		$303K Sell
4,179
-18
-0.4% -$1.12K ﹤0.01% 1049
2016
Q3 		$233K Sell
4,197
-512
-11% -$27.6K ﹤0.01% 1145
2016
Q2 		$240K Sell
4,709
-320
-6% -$16K ﹤0.01% 1112
2016
Q1 		$223K Buy
5,029
+86
+2% +$3.68K ﹤0.01% 1096
2015
Q4 		$240K Sell
4,943
-37
-0.7% -$1.89K ﹤0.01% 1080
2015
Q3 		$266K Buy
4,980
+130
+3% +$6.87K ﹤0.01% 1085
2015
Q2 		$259K Buy
4,850
+89
+2% +$4.48K ﹤0.01% 1117
2015
Q1 		$232K Sell
4,761
-7
-0.1% -$324 ﹤0.01% 1138
2014
Q4 		$223K Buy
+4,768
New +$216K ﹤0.01% 1062

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

United Capital Financial Advisors's WTFC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Wintrust Financial (WTFC) stake by 30% in Q2 2026, selling an estimated $357K and leaving 5,403 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

United Capital Financial Advisors first reported a position in WTFC in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.08M in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • United Capital Financial Advisors held 5,403 shares of Wintrust Financial worth $868K as of Q2 2026.
  • United Capital Financial Advisors sold 2,370 Wintrust Financial shares in Q2 2026, an estimated $357K.
  • Wintrust Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #857 holding.
  • United Capital Financial Advisors first reported a position in Wintrust Financial in Q4 2014 and has held it in 44 quarters since.
  • United Capital Financial Advisors's Wintrust Financial position peaked at $1.08M in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.