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 $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 $3.38T AUM 44.17% 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

Wells Fargo's WTFC Position: Q2 2026 in Review

Wells Fargo increased its Wintrust Financial (WTFC) stake by 11% in Q2 2026, buying an estimated $2.17M and bringing the position to 149,969 shares worth $24.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Wells Fargo first reported a position in WTFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.9M in Q4 2019. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Wells Fargo held 149,969 shares of Wintrust Financial worth $24.1M as of Q2 2026.
  • Wells Fargo bought 14,394 Wintrust Financial shares in Q2 2026, an estimated $2.17M.
  • Wintrust Financial made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1498 holding.
  • Wells Fargo first reported a position in Wintrust Financial in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's Wintrust Financial position peaked at $36.9M in Q4 2019.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.