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Westover Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Westover Capital 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 		$311K Sell
1,935
-21
-1% -$3.16K 0.05% 197
2026
Q1 		$272K Hold
1,956
– – 0.05% 206
2025
Q4 		$273K Sell
1,956
-3
-0.2% -$399 0.05% 202
2025
Q3 		$259K Hold
1,959
– – 0.05% 197
2025
Q2 		$243K Buy
+1,959
New +$225K 0.05% 204

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

Westover Capital Advisors's WTFC Position: Q2 2026 in Review

Westover Capital Advisors reduced its Wintrust Financial (WTFC) stake by 1.1% in Q2 2026, selling an estimated $3.16K and leaving 1,935 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #197.

Westover Capital Advisors first reported a position in WTFC in Q2 2025 and has held it in 5 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Westover Capital Advisors held 1,935 shares of Wintrust Financial worth $311K as of Q2 2026.
  • Westover Capital Advisors sold 21 Wintrust Financial shares in Q2 2026, an estimated $3.16K.
  • Wintrust Financial made up 0.05% of Westover Capital Advisors's portfolio in Q2 2026, its #197 holding.
  • Westover Capital Advisors first reported a position in Wintrust Financial in Q2 2025 and has held it in 5 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.