Planning Strategies Inc.’s Wintrust Financial WTFC Stock Holding History

Planning Strategies Inc.’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	$1.93K	Buy	+12	New	+$1.81K	﹤0.01%	598

Other funds holding WTFC

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

PFM

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Planning Strategies Inc.'s WTFC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Wintrust Financial (WTFC) in Q2 2026: 12 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings.

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

Planning Strategies Inc. held 12 shares of Wintrust Financial worth $1.93K as of Q2 2026.
Wintrust Financial was a new Planning Strategies Inc. position in Q2 2026.
Wintrust Financial made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #598 holding.
167 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.