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RAFFA WEALTH MANAGEMENT, LLC’s Wintrust Financial WTFC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$3.38K Hold
21
– – ﹤0.01% 692
2026
Q1 		$2.92K Buy
21
+1
+5% +$145 ﹤0.01% 654
2025
Q4 		$2.8K Hold
20
– – ﹤0.01% 656
2025
Q3 		$2.65K Sell
20
-71
-78% -$9.38K ﹤0.01% 637
2025
Q2 		$11.3K Buy
91
+71
+355% +$8.14K ﹤0.01% 354
2025
Q1 		$2.25K Hold
20
– – ﹤0.01% 600
2024
Q4 		$2.49K Hold
20
– – ﹤0.01% 611
2024
Q3 		$2.17K Buy
+20
New +$2.09K ﹤0.01% 620
2017
Q1 		– Sell
-28
Closed -$2.03K – 857
2016
Q4 		$2.03K Hold
28
– – ﹤0.01% 281
2016
Q3 		$1.56K Hold
28
– – ﹤0.01% 316
2016
Q2 		$1.43K Hold
28
– – ﹤0.01% 312
2016
Q1 		$1.24K Hold
28
– – ﹤0.01% 350
2015
Q4 		$1.36K Hold
28
– – ﹤0.01% 320
2015
Q3 		$1.5K Hold
28
– – ﹤0.01% 310
2015
Q2 		$1.5K Hold
28
– – ﹤0.01% 310
2015
Q1 		$1.33K Hold
28
– – ﹤0.01% 324
2014
Q4 		$1.31K Hold
28
– – ﹤0.01% 303
2014
Q3 		$1.25K Buy
+28
New +$1.3K ﹤0.01% 300
2014
Q1 		– Sell
-28
Closed -$1.31K – 735
2013
Q4 		$1.31K Buy
+28
New +$1.24K ﹤0.01% 303

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WTFC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Wintrust Financial (WTFC) position steady in Q2 2026 at 21 shares worth $3.38K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WTFC in Q4 2013 and has held it in 19 quarters since. The position peaked at $11.3K in Q2 2025. 150 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 21 shares of Wintrust Financial worth $3.38K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #692 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Wintrust Financial in Q4 2013 and has held it in 19 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Wintrust Financial position peaked at $11.3K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.