Wilkerson Advisory Group’s Wintrust Financial WTFC Stock Holding History

Wilkerson Advisory Group’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	$32.1K	Buy	+200	New	+$30.1K	0.01%	271

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wilkerson Advisory Group's WTFC Position: Q2 2026 in Review

Wilkerson Advisory Group opened a new position in Wintrust Financial (WTFC) in Q2 2026: 200 shares worth $32.1K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings.

595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Wilkerson Advisory Group held 200 shares of Wintrust Financial worth $32.1K as of Q2 2026.
Wintrust Financial was a new Wilkerson Advisory Group position in Q2 2026.
Wintrust Financial made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #271 holding.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.