Van Strum & Towne’s Wintrust Financial WTFC Stock Holding History

Van Strum & Towne’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	$461K	Hold	2,870	–	–	0.13%	81
2026 Q1	$399K	Hold	2,870	–	–	0.12%	82
2025 Q4	$401K	Hold	2,870	–	–	0.11%	85
2025 Q3	$380K	Hold	2,870	–	–	0.11%	83
2025 Q2	$356K	Hold	2,870	–	–	0.11%	86
2025 Q1	$323K	Hold	2,870	–	–	0.11%	93
2024 Q4	$358K	Hold	2,870	–	–	0.13%	80
2024 Q3	$311K	Hold	2,870	–	–	0.11%	88
2024 Q2	$283K	Hold	2,870	–	–	0.1%	91
2024 Q1	$300K	Hold	2,870	–	–	0.11%	88
2023 Q4	$266K	Hold	2,870	–	–	0.1%	89
2023 Q3	$217K	Hold	2,870	–	–	0.09%	88
2023 Q2	$208K	Hold	2,870	–	–	0.09%	97
2023 Q1	$209K	Hold	2,870	–	–	0.09%	95
2022 Q4	$243K	Hold	2,870	–	–	0.1%	85
2022 Q3	$234K	Hold	2,870	–	–	0.11%	83
2022 Q2	$230K	Hold	2,870	–	–	0.1%	89
2022 Q1	$267K	Hold	2,870	–	–	0.1%	89
2021 Q4	$261K	Hold	2,870	–	–	0.09%	96
2021 Q3	$231K	Hold	2,870	–	–	0.09%	99
2021 Q2	$217K	Hold	2,870	–	–	0.1%	95
2021 Q1	$218K	Buy	+2,870	New	+$205K	0.11%	91

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

Van Strum & Towne's WTFC Position: Q2 2026 in Review

Van Strum & Towne held its Wintrust Financial (WTFC) position steady in Q2 2026 at 2,870 shares worth $461K. The position accounts for 0.13% of the portfolio, ranked #81.

Van Strum & Towne first reported a position in WTFC in Q1 2021 and has held it in 22 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Van Strum & Towne held 2,870 shares of Wintrust Financial worth $461K as of Q2 2026.
Van Strum & Towne left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up 0.13% of Van Strum & Towne's portfolio in Q2 2026, its #81 holding.
Van Strum & Towne first reported a position in Wintrust Financial in Q1 2021 and has held it in 22 quarters since.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Van Strum & Towne's 13F filing for Q2 2026, filed 3 Aug 2026.