WDL
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Well Done LLC’s Wintrust Financial WTFC Stock Holding History

Well Done LLC’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 		$683K Sell
4,247
-411
-9% -$61.8K 0.09% 116
2026
Q1 		$647K Sell
4,658
-208
-4% -$30.1K 0.1% 105
2025
Q4 		$680K Sell
4,866
-500
-9% -$66.5K 0.1% 104
2025
Q3 		$711K Buy
5,366
+2,157
+67% +$285K 0.12% 99
2025
Q2 		$398K Sell
3,209
-1,902
-37% -$218K 0.07% 114
2025
Q1 		$637K Sell
5,111
-6,488
-56% -$802K 0.12% 97
2024
Q4 		$1.26M Hold
11,599
– – 0.23% 58
2024
Q3 		$1.26M Buy
+11,599
New +$1.21M 0.23% 58

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

Well Done LLC's WTFC Position: Q2 2026 in Review

Well Done LLC reduced its Wintrust Financial (WTFC) stake by 8.8% in Q2 2026, selling an estimated $61.8K and leaving 4,247 shares worth $683K. The position accounts for 0.09% of the portfolio, ranked #116.

Well Done LLC first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Well Done LLC held 4,247 shares of Wintrust Financial worth $683K as of Q2 2026.
  • Well Done LLC sold 411 Wintrust Financial shares in Q2 2026, an estimated $61.8K.
  • Wintrust Financial made up 0.09% of Well Done LLC's portfolio in Q2 2026, its #116 holding.
  • Well Done LLC first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • Well Done LLC's Wintrust Financial position peaked at $1.26M in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.