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Vermillion Wealth Management’s Wintrust Financial WTFC Stock Holding History

Vermillion Wealth 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 		– Sell
-4
Closed -$556 – 2484
2026
Q1 		$556 Buy
+4
New +$580 ﹤0.01% 980

Other funds holding WTFC

BlackRock
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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

Vermillion Wealth Management's WTFC Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 4 shares — an estimated $556 sold.

Vermillion Wealth Management first reported a position in WTFC in Q1 2026 and held it in 1 quarter. The position peaked at $556 in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 4 Wintrust Financial shares in Q2 2026, an estimated $556.
  • Vermillion Wealth Management first reported a position in Wintrust Financial in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's Wintrust Financial position peaked at $556 in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.