Vest Financial
WTFC icon

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
Q3 		$7.55M Buy
53,262
+1,738
+3% +$271K 0.08% 199
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $733M AUM 28.25% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial's WTFC Position: Q3 2026 in Review

Vest Financial increased its Wintrust Financial (WTFC) stake by 3.4% in Q3 2026, buying an estimated $271K and bringing the position to 53,262 shares worth $7.55M. The position accounts for 0.08% of the portfolio, ranked #199.

Vest Financial first reported a position in WTFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.4M in Q3 2025. 145 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Vest Financial held 53,262 shares of Wintrust Financial worth $7.55M as of Q3 2026.
  • Vest Financial bought 1,738 Wintrust Financial shares in Q3 2026, an estimated $271K.
  • Wintrust Financial made up 0.08% of Vest Financial's portfolio in Q3 2026, its #199 holding.
  • Vest Financial first reported a position in Wintrust Financial in Q4 2023 and has held it in 12 quarters since.
  • Vest Financial's Wintrust Financial position peaked at $16.4M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.