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Vise Technologies’s Wintrust Financial WTFC Stock Holding History

Vise Technologies’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 		$502K Hold
3,589
– – 0.01% 863
2025
Q4 		$502K Buy
+3,589
New +$477K 0.01% 868
2023
Q3 		– Sell
-3,034
Closed -$220K – 364
2023
Q2 		$220K Buy
+3,034
New +$207K 0.05% 306

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vise Technologies's WTFC Position: Q1 2026 in Review

Vise Technologies held its Wintrust Financial (WTFC) position steady in Q1 2026 at 3,589 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #863.

Vise Technologies first reported a position in WTFC in Q2 2023 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Vise Technologies held 3,589 shares of Wintrust Financial worth $502K as of Q1 2026.
  • Vise Technologies left its Wintrust Financial share count unchanged in Q1 2026.
  • Wintrust Financial made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #863 holding.
  • Vise Technologies first reported a position in Wintrust Financial in Q2 2023 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.