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Westfuller Advisors’s Wintrust Financial WTFC Stock Holding History

Westfuller 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
Q1 		$1.83K Sell
13
-4
-24% -$580 ﹤0.01% 650
2025
Q4 		$2.41K Hold
17
– – ﹤0.01% 644
2025
Q3 		$2.27K Buy
+17
New +$2.25K ﹤0.01% 633

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Westfuller Advisors's WTFC Position: Q1 2026 in Review

Westfuller Advisors reduced its Wintrust Financial (WTFC) stake by 24% in Q1 2026, selling an estimated $580 and leaving 13 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Westfuller Advisors first reported a position in WTFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.41K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Westfuller Advisors held 13 shares of Wintrust Financial worth $1.83K as of Q1 2026.
  • Westfuller Advisors sold 4 Wintrust Financial shares in Q1 2026, an estimated $580.
  • Wintrust Financial made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #650 holding.
  • Westfuller Advisors first reported a position in Wintrust Financial in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Wintrust Financial position peaked at $2.41K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.