Wealth Enhancement Advisory Services
WTFC icon

Wealth Enhancement Advisory Services’s Wintrust Financial WTFC Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.65M Buy
10,193
+3,548
+53% +$534K ﹤0.01% 1710
2026
Q1 		$928K Sell
6,645
-1,484
-18% -$215K ﹤0.01% 1860
2025
Q4 		$1.2M Buy
8,129
+106
+1% +$14.1K ﹤0.01% 1822
2025
Q3 		$1.06M Buy
8,023
+256
+3% +$33.8K ﹤0.01% 1825
2025
Q2 		$1.02M Buy
7,767
+155
+2% +$17.8K ﹤0.01% 1736
2025
Q1 		$856K Buy
7,612
+1,655
+28% +$205K ﹤0.01% 1686
2024
Q4 		$743K Sell
5,957
-291
-5% -$35.9K ﹤0.01% 1720
2024
Q3 		$678K Buy
6,248
+36
+0.6% +$3.75K ﹤0.01% 1618
2024
Q2 		$612K Sell
6,212
-22
-0.4% -$2.15K ﹤0.01% 1519
2024
Q1 		$651K Buy
6,234
+498
+9% +$48.1K ﹤0.01% 1443
2023
Q4 		$532K Buy
5,736
+239
+4% +$19.8K ﹤0.01% 1464
2023
Q3 		$415K Buy
+5,497
New +$432K ﹤0.01% 1540

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

Wealth Enhancement Advisory Services's WTFC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Wintrust Financial (WTFC) stake by 53% in Q2 2026, buying an estimated $534K and bringing the position to 10,193 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Wealth Enhancement Advisory Services first reported a position in WTFC in Q3 2023 and has held it in 12 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,193 shares of Wintrust Financial worth $1.65M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,548 Wintrust Financial shares in Q2 2026, an estimated $534K.
  • Wintrust Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1710 holding.
  • Wealth Enhancement Advisory Services first reported a position in Wintrust Financial in Q3 2023 and has held it in 12 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.