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WhitTier Trust Company’s Wintrust Financial WTFC Stock Holding History

WhitTier Trust Company’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 		$125K Buy
774
+3
+0.4% +$451 ﹤0.01% 575
2026
Q1 		$108K Sell
771
-125
-14% -$18.1K ﹤0.01% 584
2025
Q4 		$132K Hold
896
– – ﹤0.01% 545
2025
Q3 		$117K Hold
896
– – ﹤0.01% 541
2025
Q2 		$111K Sell
896
-3
-0.3% -$344 ﹤0.01% 608
2025
Q1 		$101K Buy
899
+20
+2% +$2.47K ﹤0.01% 620
2024
Q4 		$110K Hold
879
– – ﹤0.01% 592
2024
Q3 		$95.4K Buy
879
+13
+2% +$1.36K ﹤0.01% 607
2024
Q2 		$85.4K Buy
866
+91
+12% +$8.91K ﹤0.01% 589
2024
Q1 		$80.9K Buy
775
+98
+14% +$9.46K ﹤0.01% 596
2023
Q4 		$62.8K Hold
677
– – ﹤0.01% 644
2023
Q3 		$51.1K Hold
677
– – ﹤0.01% 642
2023
Q2 		$49.2K Sell
677
-156
-19% -$10.6K ﹤0.01% 674
2023
Q1 		$60.8K Buy
833
+109
+15% +$9.32K ﹤0.01% 627
2022
Q4 		$61.2K Buy
724
+47
+7% +$4.15K ﹤0.01% 636
2022
Q3 		$55K Hold
677
– – ﹤0.01% 653
2022
Q2 		$54K Hold
677
– – ﹤0.01% 662
2022
Q1 		$63K Hold
677
– – ﹤0.01% 634
2021
Q4 		$61K Hold
677
– – ﹤0.01% 645
2021
Q3 		$54K Buy
+677
New +$50K ﹤0.01% 663

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WhitTier Trust Company's WTFC Position: Q2 2026 in Review

WhitTier Trust Company increased its Wintrust Financial (WTFC) stake by 0.39% in Q2 2026, buying an estimated $451 and bringing the position to 774 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

WhitTier Trust Company first reported a position in WTFC in Q3 2021 and has held it in 20 quarters since. The position peaked at $132K in Q4 2025. 292 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • WhitTier Trust Company held 774 shares of Wintrust Financial worth $125K as of Q2 2026.
  • WhitTier Trust Company bought 3 Wintrust Financial shares in Q2 2026, an estimated $451.
  • Wintrust Financial made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #575 holding.
  • WhitTier Trust Company first reported a position in Wintrust Financial in Q3 2021 and has held it in 20 quarters since.
  • WhitTier Trust Company's Wintrust Financial position peaked at $132K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.