Y-Intercept (HK)’s Wintrust Financial WTFC Stock Holding History

Y-Intercept (HK)’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	$497K	Sell	3,090 -21,201	-87%	-$3.19M	0.01%	1318
2026 Q1	$3.37M	Buy	+24,291	New	+$3.52M	0.06%	485
2024 Q4	–	Sell	-1,931	Closed	-$210K	–	1720
2024 Q3	$210K	Buy	+1,931	New	+$201K	0.01%	1148
2024 Q2	–	Sell	-7,811	Closed	-$815K	–	1986
2024 Q1	$815K	Buy	7,811 +3,269	+72%	+$316K	0.06%	470
2023 Q4	$421K	Buy	+4,542	New	+$375K	0.04%	675
2021 Q4	–	Sell	-4,054	Closed	-$326K	–	923
2021 Q3	$326K	Buy	+4,054	New	+$299K	0.06%	446

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Y-Intercept (HK)'s WTFC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Wintrust Financial (WTFC) stake by 87% in Q2 2026, selling an estimated $3.19M and leaving 3,090 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #1318.

Y-Intercept (HK) first reported a position in WTFC in Q3 2021 and has held it in 6 quarters since. The position peaked at $3.37M in Q1 2026. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Y-Intercept (HK) held 3,090 shares of Wintrust Financial worth $497K as of Q2 2026.
Y-Intercept (HK) sold 21,201 Wintrust Financial shares in Q2 2026, an estimated $3.19M.
Wintrust Financial made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1318 holding.
Y-Intercept (HK) first reported a position in Wintrust Financial in Q3 2021 and has held it in 6 quarters since.
Y-Intercept (HK)'s Wintrust Financial position peaked at $3.37M in Q1 2026.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.