Wells Fargo
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Wells Fargo’s Wintrust Financial WTFC Stock Holding History

Wells Fargo’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
2020
Q3 		– Sell
-4,400
Closed -$59K – 6990
2020
Q2 		$59K Sell
4,400
-500
-10% -$20K ﹤0.01% 5443
2020
Q1 		$118K Buy
+4,900
New +$272K ﹤0.01% 4979

Other funds holding WTFC

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
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 $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
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

Wells Fargo's WTFC Position: Q1 2026 in Review

Wells Fargo reduced its Wintrust Financial (WTFC) stake by 0.9% in Q1 2026, selling an estimated $178K and leaving 135,575 shares worth $18.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Wells Fargo first reported a position in WTFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $36.9M in Q4 2019. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Wells Fargo held 135,575 shares of Wintrust Financial worth $18.8M as of Q1 2026.
  • Wells Fargo sold 1,228 Wintrust Financial shares in Q1 2026, an estimated $178K.
  • Wintrust Financial made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1548 holding.
  • Wells Fargo first reported a position in Wintrust Financial in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Wintrust Financial position peaked at $36.9M in Q4 2019.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.