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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Strum & Towne's WTFC Position: Q1 2026 in Review

Van Strum & Towne held its Wintrust Financial (WTFC) position steady in Q1 2026 at 2,870 shares worth $399K. The position accounts for 0.12% of the portfolio, ranked #82.

Van Strum & Towne first reported a position in WTFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $401K in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Van Strum & Towne held 2,870 shares of Wintrust Financial worth $399K as of Q1 2026.
Van Strum & Towne left its Wintrust Financial share count unchanged in Q1 2026.
Wintrust Financial made up 0.12% of Van Strum & Towne's portfolio in Q1 2026, its #82 holding.
Van Strum & Towne first reported a position in Wintrust Financial in Q1 2021 and has held it in 21 quarters since.
Van Strum & Towne's Wintrust Financial position peaked at $401K in Q4 2025.
554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Van Strum & Towne's 13F filing for Q1 2026, filed 7 May 2026.