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Wolff Wiese Magana’s Wintrust Financial WTFC Stock Holding History

Wolff Wiese Magana’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 		$7.71K Hold
48
– – ﹤0.01% 549
2026
Q1 		$6.67K Hold
48
– – ﹤0.01% 541
2025
Q4 		$6.71K Hold
48
– – ﹤0.01% 523
2025
Q3 		$6.36K Hold
48
– – ﹤0.01% 547
2025
Q2 		$5.95K Hold
48
– – ﹤0.01% 522
2025
Q1 		$5.4K Hold
48
– – ﹤0.01% 539
2024
Q4 		$5.99K Hold
48
– – ﹤0.01% 515
2024
Q3 		$5.21K Buy
+48
New +$5K ﹤0.01% 571

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

Wolff Wiese Magana's WTFC Position: Q2 2026 in Review

Wolff Wiese Magana held its Wintrust Financial (WTFC) position steady in Q2 2026 at 48 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Wolff Wiese Magana first reported a position in WTFC in Q3 2024 and has held it in 8 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Wolff Wiese Magana held 48 shares of Wintrust Financial worth $7.71K as of Q2 2026.
  • Wolff Wiese Magana left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #549 holding.
  • Wolff Wiese Magana first reported a position in Wintrust Financial in Q3 2024 and has held it in 8 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.