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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
Q2 		$2.13K Hold
13
– – ﹤0.01% 658
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 $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

Westfuller Advisors's WTFC Position: Q2 2026 in Review

Westfuller Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 13 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Westfuller Advisors first reported a position in WTFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.41K in Q4 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Westfuller Advisors held 13 shares of Wintrust Financial worth $2.13K as of Q2 2026.
  • Westfuller Advisors left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #658 holding.
  • Westfuller Advisors first reported a position in Wintrust Financial in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Wintrust Financial position peaked at $2.41K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.