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Wedbush Securities’s Wintrust Financial WTFC Stock Holding History

Wedbush Securities’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
Q1 		$360K Buy
2,591
+27
+1% +$3.91K 0.01% 810
2025
Q4 		$358K Buy
+2,564
New +$341K 0.01% 808

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wedbush Securities's WTFC Position: Q1 2026 in Review

Wedbush Securities increased its Wintrust Financial (WTFC) stake by 1.1% in Q1 2026, buying an estimated $3.91K and bringing the position to 2,591 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #810.

Wedbush Securities first reported a position in WTFC in Q4 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Wedbush Securities held 2,591 shares of Wintrust Financial worth $360K as of Q1 2026.
  • Wedbush Securities bought 27 Wintrust Financial shares in Q1 2026, an estimated $3.91K.
  • Wintrust Financial made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #810 holding.
  • Wedbush Securities first reported a position in Wintrust Financial in Q4 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.