Western Pacific Wealth Management’s Wintrust Financial WTFC Stock Holding History

Western Pacific Wealth Management’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 Q1	$589K	Hold	4,237	–	–	0.6%	20
2025 Q4	$592K	Hold	4,237	–	–	0.57%	21
2025 Q3	$561K	Buy	4,237 +3	+0.1%	+$396	0.55%	21
2025 Q2	$525K	Buy	4,234 +3	+0.1%	+$344	0.5%	23
2025 Q1	$476K	Buy	4,231 +2	+0%	+$247	0.43%	26
2024 Q4	$527K	Buy	4,229 +2	+0%	+$247	0.43%	26
2024 Q3	$459K	Buy	4,227 +3	+0.1%	+$313	0.31%	25
2024 Q2	$416K	Buy	4,224 +3	+0.1%	+$294	0.31%	24
2024 Q1	$441K	Buy	4,221 +6	+0.1%	+$579	0.32%	24
2023 Q4	$391K	Buy	4,215 +3	+0.1%	+$248	0.29%	24
2023 Q3	$318K	Hold	4,212	–	–	0.26%	25
2023 Q2	$306K	Buy	4,212 +500	+13%	+$34.1K	0.23%	26
2023 Q1	$271K	Hold	3,712	–	–	0.21%	25
2022 Q4	$314K	Hold	3,712	–	–	0.26%	21
2022 Q3	$302K	Hold	3,712	–	–	0.3%	21
2022 Q2	$297K	Sell	3,712 -3,750	-50%	-$323K	0.29%	21
2022 Q1	$693K	Hold	7,462	–	–	0.51%	17
2021 Q4	$677K	Buy	+7,462	New	+$666K	0.44%	17

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Pacific Wealth Management's WTFC Position: Q1 2026 in Review

Western Pacific Wealth Management held its Wintrust Financial (WTFC) position steady in Q1 2026 at 4,237 shares worth $589K. The position accounts for 0.6% of the portfolio, ranked #20.

Western Pacific Wealth Management first reported a position in WTFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $693K in Q1 2022. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Western Pacific Wealth Management held 4,237 shares of Wintrust Financial worth $589K as of Q1 2026.
Western Pacific Wealth Management left its Wintrust Financial share count unchanged in Q1 2026.
Wintrust Financial made up 0.6% of Western Pacific Wealth Management's portfolio in Q1 2026, its #20 holding.
Western Pacific Wealth Management first reported a position in Wintrust Financial in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Wintrust Financial position peaked at $693K in Q1 2022.
553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.