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Wedmont Private Capital’s Wintrust Financial WTFC Stock Holding History

Wedmont Private Capital’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 		$231K Buy
+1,430
New +$215K 0.01% 860

Other funds holding WTFC

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
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wedmont Private Capital's WTFC Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Wintrust Financial (WTFC) in Q2 2026: 1,430 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #860 among its holdings.

52 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Wedmont Private Capital held 1,430 shares of Wintrust Financial worth $231K as of Q2 2026.
  • Wintrust Financial was a new Wedmont Private Capital position in Q2 2026.
  • Wintrust Financial made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #860 holding.
  • 52 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.