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World Investment Advisors’s Wintrust Financial WTFC Stock Holding History

World Investment Advisors’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 		$725K Hold
5,178
– – 0.01% 811
2026
Q1 		$719K Buy
5,178
+24
+0.5% +$3.48K 0.01% 828
2025
Q4 		$721K Buy
5,154
+230
+5% +$30.6K 0.01% 796
2025
Q3 		$652K Buy
4,924
+23
+0.5% +$3.04K 0.01% 695
2025
Q2 		$608K Buy
4,901
+815
+20% +$93.5K 0.01% 666
2025
Q1 		$460K Buy
4,086
+799
+24% +$98.7K 0.01% 718
2024
Q4 		$410K Buy
3,287
+808
+33% +$99.8K 0.01% 717
2024
Q3 		$269K Buy
2,479
+356
+17% +$37.1K 0.01% 770
2024
Q2 		$209K Hold
2,123
– – 0.01% 585
2024
Q1 		$222K Buy
+2,123
New +$205K 0.03% 363

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

World Investment Advisors's WTFC Position: Q2 2026 in Review

World Investment Advisors held its Wintrust Financial (WTFC) position steady in Q2 2026 at 5,178 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #811.

World Investment Advisors first reported a position in WTFC in Q1 2024 and has held it in 10 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • World Investment Advisors held 5,178 shares of Wintrust Financial worth $725K as of Q2 2026.
  • World Investment Advisors left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #811 holding.
  • World Investment Advisors first reported a position in Wintrust Financial in Q1 2024 and has held it in 10 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.