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Xponance’s Wintrust Financial WTFC Stock Holding History

Xponance’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 		$1.29M Buy
8,032
+32
+0.4% +$4.82K 0.01% 704
2026
Q1 		$1.11M Buy
8,000
+1,848
+30% +$268K 0.01% 715
2025
Q4 		$860K Sell
6,152
-1,255
-17% -$167K 0.01% 735
2025
Q3 		$981K Sell
7,407
-70
-0.9% -$9.24K 0.01% 712
2025
Q2 		$927K Sell
7,477
-169
-2% -$19.4K 0.01% 718
2025
Q1 		$860K Buy
7,646
+123
+2% +$15.2K 0.01% 746
2024
Q4 		$938K Buy
7,523
+405
+6% +$50K 0.01% 746
2024
Q3 		$773K Buy
7,118
+504
+8% +$52.6K 0.01% 789
2024
Q2 		$652K Sell
6,614
-662
-9% -$64.8K 0.01% 824
2024
Q1 		$760K Buy
7,276
+11
+0.2% +$1.06K 0.01% 802
2023
Q4 		$674K Sell
7,265
-34
-0.5% -$2.81K 0.01% 826
2023
Q3 		$551K Sell
7,299
-110
-1% -$8.65K 0.01% 851
2023
Q2 		$538K Sell
7,409
-615
-8% -$41.9K 0.01% 880
2023
Q1 		$585K Buy
8,024
+13
+0.2% +$1.11K 0.01% 865
2022
Q4 		$677K Buy
8,011
+853
+12% +$75.3K 0.01% 780
2022
Q3 		$584K Sell
7,158
-21
-0.3% -$1.78K 0.01% 777
2022
Q2 		$575K Buy
7,179
+959
+15% +$82.6K 0.01% 804
2022
Q1 		$578K Sell
6,220
-139
-2% -$13.5K 0.01% 831
2021
Q4 		$578K Sell
6,359
-45
-0.7% -$4.01K 0.01% 850
2021
Q3 		$515K Sell
6,404
-258
-4% -$19.1K 0.01% 877
2021
Q2 		$504K Buy
6,662
+650
+11% +$50.8K 0.01% 921
2021
Q1 		$456K Sell
6,012
-56
-0.9% -$4K 0.01% 819
2020
Q4 		$371K Sell
6,068
-1
-0% -$54 0.01% 877
2020
Q3 		$243K Buy
6,069
+912
+18% +$39K 0.01% 923
2020
Q2 		$225K Buy
+5,157
New +$206K 0.01% 927

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

Xponance's WTFC Position: Q2 2026 in Review

Xponance increased its Wintrust Financial (WTFC) stake by 0.4% in Q2 2026, buying an estimated $4.82K and bringing the position to 8,032 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #704.

Xponance first reported a position in WTFC in Q2 2020 and has held it in 25 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Xponance held 8,032 shares of Wintrust Financial worth $1.29M as of Q2 2026.
  • Xponance bought 32 Wintrust Financial shares in Q2 2026, an estimated $4.82K.
  • Wintrust Financial made up 0.01% of Xponance's portfolio in Q2 2026, its #704 holding.
  • Xponance first reported a position in Wintrust Financial in Q2 2020 and has held it in 25 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.