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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
Q2 		$739K Buy
4,601
+1,012
+28% +$152K 0.01% 950
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 $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 $3.38T AUM 44.17% 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

Vise Technologies's WTFC Position: Q2 2026 in Review

Vise Technologies increased its Wintrust Financial (WTFC) stake by 28% in Q2 2026, buying an estimated $152K and bringing the position to 4,601 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #950.

Vise Technologies first reported a position in WTFC in Q2 2023 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Vise Technologies held 4,601 shares of Wintrust Financial worth $739K as of Q2 2026.
  • Vise Technologies bought 1,012 Wintrust Financial shares in Q2 2026, an estimated $152K.
  • Wintrust Financial made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #950 holding.
  • Vise Technologies first reported a position in Wintrust Financial in Q2 2023 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.