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WPG Advisers’s Wintrust Financial WTFC Stock Holding History

WPG Advisers’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 		$17.5K Buy
109
+47
+76% +$7.07K 0.01% 589
2026
Q1 		$8.61K Sell
62
-58
-48% -$8.41K 0.01% 725
2025
Q4 		$16.8K Sell
120
-6
-5% -$798 0.01% 557
2025
Q3 		$16.7K Hold
126
– – 0.01% 549
2025
Q2 		$15.6K Hold
126
– – 0.01% 539
2025
Q1 		$14.2K Buy
126
+15
+14% +$1.85K 0.01% 555
2024
Q4 		$13.8K Buy
+111
New +$13.7K 0.01% 544

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WPG Advisers's WTFC Position: Q2 2026 in Review

WPG Advisers increased its Wintrust Financial (WTFC) stake by 76% in Q2 2026, buying an estimated $7.07K and bringing the position to 109 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #589.

WPG Advisers first reported a position in WTFC in Q4 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • WPG Advisers held 109 shares of Wintrust Financial worth $17.5K as of Q2 2026.
  • WPG Advisers bought 47 Wintrust Financial shares in Q2 2026, an estimated $7.07K.
  • Wintrust Financial made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #589 holding.
  • WPG Advisers first reported a position in Wintrust Financial in Q4 2024 and has held it in 7 quarters since.
  • 292 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.