Westfield Capital Management
WTFC icon

Westfield Capital Management’s Wintrust Financial WTFC Stock Holding History

Westfield Capital 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
Q2 		$81M Buy
504,042
+48,820
+11% +$7.35M 0.26% 106
2026
Q1 		$63.2M Sell
455,222
-104,540
-19% -$15.2M 0.27% 121
2025
Q4 		$78.3M Buy
559,762
+102,798
+22% +$13.7M 0.33% 101
2025
Q3 		$60.5M Buy
456,964
+16,106
+4% +$2.13M 0.25% 123
2025
Q2 		$54.7M Buy
440,858
+25,360
+6% +$2.91M 0.23% 131
2025
Q1 		$46.7M Buy
415,498
+90,003
+28% +$11.1M 0.23% 137
2024
Q4 		$40.6M Buy
325,495
+88,184
+37% +$10.9M 0.18% 157
2024
Q3 		$25.8M Buy
237,311
+28,727
+14% +$3M 0.12% 175
2024
Q2 		$20.6M Sell
208,584
-105,353
-34% -$10.3M 0.1% 186
2024
Q1 		$32.8M Sell
313,937
-23,170
-7% -$2.24M 0.17% 175
2023
Q4 		$31.3M Buy
+337,107
New +$27.9M 0.18% 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

Westfield Capital Management's WTFC Position: Q2 2026 in Review

Westfield Capital Management increased its Wintrust Financial (WTFC) stake by 11% in Q2 2026, buying an estimated $7.35M and bringing the position to 504,042 shares worth $81M. The position accounts for 0.26% of the portfolio, ranked #106.

Westfield Capital Management first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Westfield Capital Management held 504,042 shares of Wintrust Financial worth $81M as of Q2 2026.
  • Westfield Capital Management bought 48,820 Wintrust Financial shares in Q2 2026, an estimated $7.35M.
  • Wintrust Financial made up 0.26% of Westfield Capital Management's portfolio in Q2 2026, its #106 holding.
  • Westfield Capital Management first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.