YCM
WTFC icon

Yousif Capital Management’s Wintrust Financial WTFC Stock Holding History

Yousif Capital Management’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 		$3M Sell
18,636
-1,076
-5% -$162K 0.03% 503
2026
Q1 		$2.74M Sell
19,712
-1,050
-5% -$152K 0.03% 528
2025
Q4 		$3M Sell
20,762
-349
-2% -$46.4K 0.03% 513
2025
Q3 		$2.8M Sell
21,111
-1,439
-6% -$190K 0.03% 551
2025
Q2 		$2.8M Sell
22,550
-298
-1% -$34.2K 0.03% 555
2025
Q1 		$2.57M Sell
22,848
-484
-2% -$59.8K 0.03% 579
2024
Q4 		$2.91M Sell
23,332
-822
-3% -$102K 0.03% 546
2024
Q3 		$2.62M Sell
24,154
-1,658
-6% -$173K 0.03% 611
2024
Q2 		$2.54M Sell
25,812
-2,004
-7% -$196K 0.03% 624
2024
Q1 		$2.9M Sell
27,816
-634
-2% -$61.2K 0.03% 603
2023
Q4 		$2.64M Buy
28,450
+67
+0.2% +$5.54K 0.03% 629
2023
Q3 		$2.14M Sell
28,383
-1,565
-5% -$123K 0.03% 701
2023
Q2 		$2.17M Sell
29,948
-850
-3% -$58K 0.03% 724
2023
Q1 		$2.25M Sell
30,798
-210
-0.7% -$18K 0.03% 688
2022
Q4 		$2.62M Buy
31,008
+100
+0.3% +$8.83K 0.03% 607
2022
Q3 		$2.52M Sell
30,908
-1,966
-6% -$167K 0.04% 586
2022
Q2 		$2.63M Buy
32,874
+2,655
+9% +$229K 0.03% 618
2022
Q1 		$2.81M Buy
30,219
+652
+2% +$63.5K 0.03% 699
2021
Q4 		$2.69M Buy
+29,567
New +$2.64M 0.03% 755

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 $3.38T AUM 44.17% 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

Yousif Capital Management's WTFC Position: Q2 2026 in Review

Yousif Capital Management reduced its Wintrust Financial (WTFC) stake by 5.5% in Q2 2026, selling an estimated $162K and leaving 18,636 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #503.

Yousif Capital Management first reported a position in WTFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3M in Q4 2025. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Yousif Capital Management held 18,636 shares of Wintrust Financial worth $3M as of Q2 2026.
  • Yousif Capital Management sold 1,076 Wintrust Financial shares in Q2 2026, an estimated $162K.
  • Wintrust Financial made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #503 holding.
  • Yousif Capital Management first reported a position in Wintrust Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Wintrust Financial position peaked at $3M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.