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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

RP
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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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. 84 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.
  • 84 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.