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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
Q3 		$265K Buy
1,838
+408
+29% +$63.5K 0.01% 830
2026
Q2 		$231K Buy
+1,430
New +$215K 0.01% 860

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's WTFC Position: Q3 2026 in Review

Wedmont Private Capital increased its Wintrust Financial (WTFC) stake by 29% in Q3 2026, buying an estimated $63.5K and bringing the position to 1,838 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #830.

Wedmont Private Capital first reported a position in WTFC in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Wedmont Private Capital held 1,838 shares of Wintrust Financial worth $265K as of Q3 2026.
  • Wedmont Private Capital bought 408 Wintrust Financial shares in Q3 2026, an estimated $63.5K.
  • Wintrust Financial made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #830 holding.
  • Wedmont Private Capital first reported a position in Wintrust Financial in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.