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Vest Financial’s Wintrust Financial WTFC Stock Holding History

Vest Financial’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 		$8.28M Sell
51,524
-221
-0.4% -$33.3K 0.09% 186
2026
Q1 		$7.19M Buy
51,745
+5,770
+13% +$836K 0.09% 180
2025
Q4 		$6.43M Sell
45,975
-77,534
-63% -$10.3M 0.08% 175
2025
Q3 		$16.4M Buy
123,509
+11,273
+10% +$1.49M 0.21% 127
2025
Q2 		$13.9M Buy
112,236
+11,008
+11% +$1.26M 0.2% 126
2025
Q1 		$11.4M Buy
101,228
+81,422
+411% +$10.1M 0.18% 126
2024
Q4 		$2.47M Buy
19,806
+6,081
+44% +$751K 0.04% 154
2024
Q3 		$1.49M Buy
13,725
+1,931
+16% +$201K 0.03% 175
2024
Q2 		$1.16M Buy
11,794
+3,300
+39% +$323K 0.03% 136
2024
Q1 		$887K Buy
8,494
+5,946
+233% +$574K 0.02% 160
2023
Q4 		$236K Buy
+2,548
New +$211K 0.01% 186

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

Vest Financial's WTFC Position: Q2 2026 in Review

Vest Financial reduced its Wintrust Financial (WTFC) stake by 0.43% in Q2 2026, selling an estimated $33.3K and leaving 51,524 shares worth $8.28M. The position accounts for 0.09% of the portfolio, ranked #186.

Vest Financial first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.4M in Q3 2025. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Vest Financial held 51,524 shares of Wintrust Financial worth $8.28M as of Q2 2026.
  • Vest Financial sold 221 Wintrust Financial shares in Q2 2026, an estimated $33.3K.
  • Wintrust Financial made up 0.09% of Vest Financial's portfolio in Q2 2026, its #186 holding.
  • Vest Financial first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • Vest Financial's Wintrust Financial position peaked at $16.4M in Q3 2025.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.