WMA
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West Michigan Advisors’s Wintrust Financial WTFC Stock Holding History

West Michigan Advisors’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 		$213K Sell
1,323
-879
-40% -$132K 0.04% 279
2026
Q1 		$306K Sell
2,202
-9
-0.4% -$1.3K 0.07% 228
2025
Q4 		$309K Sell
2,211
-3
-0.1% -$399 0.07% 206
2025
Q3 		$293K Sell
2,214
-8
-0.4% -$1.06K 0.07% 213
2025
Q2 		$276K Sell
2,222
-67
-3% -$7.68K 0.08% 184
2025
Q1 		$257K Buy
2,289
+5
+0.2% +$618 0.09% 168
2024
Q4 		$285K Buy
2,284
+12
+0.5% +$1.48K 0.09% 165
2024
Q3 		$247K Buy
+2,272
New +$237K 0.07% 168

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

West Michigan Advisors's WTFC Position: Q2 2026 in Review

West Michigan Advisors reduced its Wintrust Financial (WTFC) stake by 40% in Q2 2026, selling an estimated $132K and leaving 1,323 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #279.

West Michigan Advisors first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. The position peaked at $309K in Q4 2025. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • West Michigan Advisors held 1,323 shares of Wintrust Financial worth $213K as of Q2 2026.
  • West Michigan Advisors sold 879 Wintrust Financial shares in Q2 2026, an estimated $132K.
  • Wintrust Financial made up 0.04% of West Michigan Advisors's portfolio in Q2 2026, its #279 holding.
  • West Michigan Advisors first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • West Michigan Advisors's Wintrust Financial position peaked at $309K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.