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Vaughan Nelson Investment Management’s Wintrust Financial WTFC Stock Holding History

Vaughan Nelson Investment Management’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 		$54.1M Buy
336,435
+89,770
+36% +$13.5M 0.48% 91
2026
Q1 		$34.3M Buy
+246,665
New +$35.8M 0.34% 112

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Vaughan Nelson Investment Management's WTFC Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its Wintrust Financial (WTFC) stake by 36% in Q2 2026, buying an estimated $13.5M and bringing the position to 336,435 shares worth $54.1M. The position accounts for 0.48% of the portfolio, ranked #91.

Vaughan Nelson Investment Management first reported a position in WTFC in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Vaughan Nelson Investment Management held 336,435 shares of Wintrust Financial worth $54.1M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 89,770 Wintrust Financial shares in Q2 2026, an estimated $13.5M.
  • Wintrust Financial made up 0.48% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #91 holding.
  • Vaughan Nelson Investment Management first reported a position in Wintrust Financial in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.