VAMG
WTFC icon

Voisard Asset Management Group’s Wintrust Financial WTFC Stock Holding History

Voisard Asset Management Group’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 		$258K Buy
1,605
+7
+0.4% +$1.05K 0.05% 99
2026
Q1 		$222K Buy
1,598
+6
+0.4% +$870 0.05% 93
2025
Q4 		$223K Buy
+1,592
New +$212K 0.05% 92
2024
Q4 		– Sell
-1,364
Closed -$148K – 681
2024
Q3 		$148K Buy
+1,364
New +$142K 0.06% 105

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

Voisard Asset Management Group's WTFC Position: Q2 2026 in Review

Voisard Asset Management Group increased its Wintrust Financial (WTFC) stake by 0.44% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,605 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #99.

Voisard Asset Management Group first reported a position in WTFC in Q3 2024 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Voisard Asset Management Group held 1,605 shares of Wintrust Financial worth $258K as of Q2 2026.
  • Voisard Asset Management Group bought 7 Wintrust Financial shares in Q2 2026, an estimated $1.05K.
  • Wintrust Financial made up 0.05% of Voisard Asset Management Group's portfolio in Q2 2026, its #99 holding.
  • Voisard Asset Management Group first reported a position in Wintrust Financial in Q3 2024 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.