ZIM
WTFC icon

Zacks Investment Management’s Wintrust Financial WTFC Stock Holding History

Zacks Investment 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 		$18M Buy
112,039
+838
+0.8% +$126K 0.13% 139
2026
Q1 		$15.5M Buy
111,201
+4,420
+4% +$641K 0.12% 146
2025
Q4 		$14.9M Sell
106,781
-1,747
-2% -$232K 0.12% 151
2025
Q3 		$14.4M Buy
108,528
+7,087
+7% +$936K 0.11% 155
2025
Q2 		$12.6M Sell
101,441
-757
-0.7% -$86.8K 0.11% 163
2025
Q1 		$11.5M Buy
102,198
+2,957
+3% +$365K 0.11% 160
2024
Q4 		$12.4M Sell
99,241
-19,418
-16% -$2.4M 0.11% 154
2024
Q3 		$12.9M Buy
118,659
+14,722
+14% +$1.54M 0.11% 157
2024
Q2 		$10.2M Buy
103,937
+7,356
+8% +$721K 0.12% 142
2024
Q1 		$10.1M Buy
96,581
+6,095
+7% +$588K 0.11% 154
2023
Q4 		$8.39M Buy
90,486
+428
+0.5% +$35.4K 0.1% 157
2023
Q3 		$6.8M Buy
90,058
+350
+0.4% +$27.5K 0.09% 165
2023
Q2 		$6.51M Buy
89,708
+396
+0.4% +$27K 0.08% 166
2023
Q1 		$6.52M Sell
89,312
-424,517
-83% -$36.3M 0.09% 163
2022
Q4 		$9.6M Buy
513,829
+405,304
+373% +$35.8M 0.13% 139
2022
Q3 		$8.85M Sell
108,525
-1,650
-1% -$140K 0.14% 133
2022
Q2 		$8.83M Buy
110,175
+29,349
+36% +$2.53M 0.13% 133
2022
Q1 		$7.51M Buy
80,826
+3,689
+5% +$359K 0.1% 156
2021
Q4 		$7.01M Buy
77,137
+2,777
+4% +$248K 0.1% 166
2021
Q3 		$5.98M Buy
74,360
+2,802
+4% +$207K 0.09% 168
2021
Q2 		$5.41M Sell
71,558
-218
-0.3% -$17K 0.09% 178
2021
Q1 		$5.44M Buy
+71,776
New +$5.13M 0.1% 167
2015
Q3 		– Sell
-4,117
Closed -$220K – 679
2015
Q2 		$220K Buy
+4,117
New +$207K 0.01% 577

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

Zacks Investment Management's WTFC Position: Q2 2026 in Review

Zacks Investment Management increased its Wintrust Financial (WTFC) stake by 0.75% in Q2 2026, buying an estimated $126K and bringing the position to 112,039 shares worth $18M. The position accounts for 0.13% of the portfolio, ranked #139.

Zacks Investment Management first reported a position in WTFC in Q2 2015 and has held it in 23 quarters since. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Zacks Investment Management held 112,039 shares of Wintrust Financial worth $18M as of Q2 2026.
  • Zacks Investment Management bought 838 Wintrust Financial shares in Q2 2026, an estimated $126K.
  • Wintrust Financial made up 0.13% of Zacks Investment Management's portfolio in Q2 2026, its #139 holding.
  • Zacks Investment Management first reported a position in Wintrust Financial in Q2 2015 and has held it in 23 quarters since.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.