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Valued Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Valued 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
Q2 		$643 Sell
4
-4
-50% -$602 ﹤0.01% 828
2026
Q1 		$1.11K Buy
+8
New +$1.16K ﹤0.01% 618

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

Valued Wealth Advisors's WTFC Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Wintrust Financial (WTFC) stake by 50% in Q2 2026, selling an estimated $602 and leaving 4 shares worth $643. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Valued Wealth Advisors first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.11K in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Valued Wealth Advisors held 4 shares of Wintrust Financial worth $643 as of Q2 2026.
  • Valued Wealth Advisors sold 4 Wintrust Financial shares in Q2 2026, an estimated $602.
  • Wintrust Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #828 holding.
  • Valued Wealth Advisors first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's Wintrust Financial position peaked at $1.11K in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.