William Blair & Company
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William Blair & Company’s Wintrust Financial WTFC Stock Holding History

William Blair & 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
2017
Q1 		– Sell
-2,000
Closed -$145K – 1514
2016
Q4 		$145K Buy
+2,000
New +$124K ﹤0.01% 1189

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company's WTFC Position: Q1 2026 in Review

William Blair & Company increased its Wintrust Financial (WTFC) stake by 0.55% in Q1 2026, buying an estimated $15.1K and bringing the position to 18,856 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #660.

William Blair & Company first reported a position in WTFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.47M in Q4 2022. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • William Blair & Company held 18,856 shares of Wintrust Financial worth $2.62M as of Q1 2026.
  • William Blair & Company bought 104 Wintrust Financial shares in Q1 2026, an estimated $15.1K.
  • Wintrust Financial made up 0.01% of William Blair & Company's portfolio in Q1 2026, its #660 holding.
  • William Blair & Company first reported a position in Wintrust Financial in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's Wintrust Financial position peaked at $3.47M in Q4 2022.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.