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Wealthspire Advisors (New York)’s Wintrust Financial WTFC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-213
Closed -$28.2K – 2917
2025
Q3 		$28.2K Buy
+213
New +$28.1K ﹤0.01% 1494
2025
Q1 		– Sell
-1,648
Closed -$206K – 831
2024
Q4 		$206K Buy
+1,648
New +$204K ﹤0.01% 743

Other funds holding WTFC

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s WTFC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 213 shares — an estimated $28.2K sold.

Wealthspire Advisors (New York) first reported a position in WTFC in Q4 2024 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 525 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 213 Wintrust Financial shares in Q4 2025, an estimated $28.2K.
  • Wealthspire Advisors (New York) first reported a position in Wintrust Financial in Q4 2024 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Wintrust Financial position peaked at $206K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.