WCM Investment Management’s Wintrust Financial WTFC Stock Holding History

WCM Investment Management’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	$811K	Buy	+5,060	New	+$761K	﹤0.01%	247
2017 Q1	–	Sell	-19,695	Closed	-$1.43M	–	157
2016 Q4	$1.43M	Sell	19,695 -82,810	-81%	-$5.14M	0.02%	100
2016 Q3	$5.7M	Sell	102,505 -91,384	-47%	-$4.92M	0.07%	68
2016 Q2	$9.89M	Sell	193,889 -37,980	-16%	-$1.9M	0.16%	44
2016 Q1	$10.3M	Sell	231,869 -1,061	-0.5%	-$45.5K	0.16%	52
2015 Q4	$11.3M	Sell	232,930 -21,395	-8%	-$1.09M	0.23%	52
2015 Q3	$13.6M	Sell	254,325 -20,384	-7%	-$1.08M	0.34%	35
2015 Q2	$14.7M	Buy	+274,709	New	+$13.8M	0.33%	47

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

WCM Investment Management's WTFC Position: Q2 2026 in Review

WCM Investment Management opened a new position in Wintrust Financial (WTFC) in Q2 2026: 5,060 shares worth $811K. The stake represents ﹤0.01% of the portfolio and ranks #247 among its holdings. This is a return to the name: WCM Investment Management previously reported a position in WTFC as recently as Q4 2016.

WCM Investment Management first reported a position in WTFC in Q2 2015 and has held it in 8 quarters since. The position peaked at $14.7M in Q2 2015. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

WCM Investment Management held 5,060 shares of Wintrust Financial worth $811K as of Q2 2026.
Wintrust Financial was a new WCM Investment Management position in Q2 2026.
Wintrust Financial made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #247 holding.
WCM Investment Management first reported a position in Wintrust Financial in Q2 2015 and has held it in 8 quarters since.
WCM Investment Management's Wintrust Financial position peaked at $14.7M in Q2 2015.
599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.