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Whittier Trust’s Wintrust Financial WTFC Stock Holding History

Whittier Trust’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 		$38.7K Hold
238
– – ﹤0.01% 911
2026
Q1 		$33.4K Sell
238
-17
-7% -$2.46K ﹤0.01% 904
2025
Q4 		$37.6K Hold
255
– – ﹤0.01% 926
2025
Q3 		$33.3K Hold
255
– – ﹤0.01% 930
2025
Q2 		$31.6K Sell
255
-17
-6% -$1.95K ﹤0.01% 1038
2025
Q1 		$30.6K Sell
272
-74
-21% -$9.14K ﹤0.01% 1023
2024
Q4 		$43.1K Hold
346
– – ﹤0.01% 957
2024
Q3 		$37.6K Hold
346
– – ﹤0.01% 985
2024
Q2 		$34.1K Sell
346
-232
-40% -$22.7K ﹤0.01% 986
2024
Q1 		$60.3K Buy
578
+336
+139% +$32.4K ﹤0.01% 893
2023
Q4 		$22.4K Sell
242
-251
-51% -$20.8K ﹤0.01% 1085
2023
Q3 		$37.2K Hold
493
– – ﹤0.01% 982
2023
Q2 		$35.8K Sell
493
-2,672
-84% -$182K ﹤0.01% 1001
2023
Q1 		$231K Hold
3,165
– – ﹤0.01% 628
2022
Q4 		$268K Hold
3,165
– – 0.01% 589
2022
Q3 		$258K Hold
3,165
– – 0.01% 576
2022
Q2 		$254K Buy
3,165
+115
+4% +$9.9K 0.01% 584
2022
Q1 		$284K Buy
3,050
+191
+7% +$18.6K ﹤0.01% 594
2021
Q4 		$259K Buy
2,859
+2,187
+325% +$195K ﹤0.01% 620
2021
Q3 		$54K Buy
672
+631
+1,539% +$46.6K ﹤0.01% 913
2021
Q2 		$3K Hold
41
– – ﹤0.01% 1425
2021
Q1 		$3K Hold
41
– – ﹤0.01% 1421
2020
Q4 		$3K Hold
41
– – ﹤0.01% 1304
2020
Q3 		$2K Hold
41
– – ﹤0.01% 1354
2020
Q2 		$2K Hold
41
– – ﹤0.01% 1305
2020
Q1 		$1K Hold
41
– – ﹤0.01% 1440
2019
Q4 		$3K Hold
41
– – ﹤0.01% 1330
2019
Q3 		$3K Buy
+41
New +$2.72K ﹤0.01% 1341

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

Whittier Trust's WTFC Position: Q2 2026 in Review

Whittier Trust held its Wintrust Financial (WTFC) position steady in Q2 2026 at 238 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Whittier Trust first reported a position in WTFC in Q3 2019 and has held it in 28 quarters since. The position peaked at $284K in Q1 2022. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Whittier Trust held 238 shares of Wintrust Financial worth $38.7K as of Q2 2026.
  • Whittier Trust left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #911 holding.
  • Whittier Trust first reported a position in Wintrust Financial in Q3 2019 and has held it in 28 quarters since.
  • Whittier Trust's Wintrust Financial position peaked at $284K in Q1 2022.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

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