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WTFC · Wintrust Financial Corp · Held by Funds

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$143.55 +1.73 (+1.22%) At close · Oct 1
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$9.86B
Shares
67.47M
Volume · Oct 1 809.46K Avg daily vol (3M) 559.93K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding WTFC

513 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 2,308,215 $370,976,315 0.30%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,139,964 $343,935,014 0.01%
VANGUARD SMALL-CAP INDEX FUND 1,546,246 $248,512,657 0.13%
SMALLCAP World Fund Inc 1,334,466 $214,475,376 0.23%
VANGUARD SMALL-CAP VALUE INDEX FUND 979,864 $157,483,742 0.23%
First Trust RBA American Industrial Renaissance ETF 929,546 $149,396,633 1.30%
VANGUARD EXPLORER FUND 927,555 $147,982,125 0.67%
Fidelity Mid-Cap Stock Fund 787,556 $125,646,684 1.41%
VANGUARD EXTENDED MARKET INDEX FUND 772,746 $124,195,737 0.13%
Fidelity Low-Priced Stock Fund 774,822 $123,615,102 0.50%
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY 731,308 $117,535,822 0.93%
VIP Mid Cap Portfolio 681,841 $109,585,486 1.15%
First Trust SMID Cap Rising Dividend Achievers ETF 654,825 $105,243,474 0.93%
State Street SPDR S&P MidCap 400SM ETF Trust 518,965 $83,408,055 0.30%
Fidelity Small Cap Value Fund 515,251 $82,203,145 1.50%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 387,387 $62,260,839 1.31%
Strategic Advisers Fidelity U.S. Total Stock Fund 414,040 $62,201,229 0.02%
VANGUARD DIVIDEND APPRECIATION INDEX FUND 381,626 $60,884,612 0.05%
U.S. SMALL CAP VALUE PORTFOLIO 354,773 $56,600,484 0.29%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 341,417 $54,872,540 0.30%
iShares S&P Mid-Cap 400 Value ETF 337,907 $54,308,413 0.62%
PGIM Jennison Small Company Fund 323,371 $51,972,187 1.49%
Fidelity Extended Market Index Fund 344,691 $51,782,929 0.12%
Victory Sycamore Small Company Opportunity Fund 310,000 $49,823,200 1.06%
U.S. Targeted Value Portfolio 303,113 $48,358,648 0.29%
Schwab U.S. Small-Cap ETF 321,818 $48,346,718 0.21%
U.S. SMALL CAP PORTFOLIO 299,866 $47,840,622 0.24%
THRIVENT SMALL CAP STOCK FUND 292,726 $46,701,506 1.60%
Dimensional U.S. Targeted Value ETF 277,465 $44,266,766 0.31%
iShares Russell Mid-Cap ETF 272,456 $43,789,128 0.08%
Janus Henderson Mid Cap Value Fund 270,342 $43,449,366 2.15%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 266,632 $42,538,469 0.04%
ClearBridge Select Fund 252,200 $40,235,988 1.27%
Fidelity Mid Cap Index Fund 251,385 $40,105,963 0.08%
Invesco Main Street Mid Cap Fund 249,412 $40,085,497 1.53%
Harbor Small Cap Growth Fund 239,645 $38,232,963 1.43%
JPMorgan Small Cap Equity Fund 236,645 $38,033,584 1.32%
Small-MidCap Dividend Income Fund 238,138 $35,775,472 2.33%
Dimensional U.S. Small Cap ETF 200,547 $31,995,268 0.21%
Invesco Main Street Small Cap Fund 199,046 $31,990,673 1.20%
PSF PGIM Jennison Blend Portfolio 198,421 $31,890,223 0.38%
Janus Henderson Small Cap Value Fund 198,308 $31,872,062 2.51%
Dimensional US Small Cap Value ETF 184,894 $29,497,989 0.36%
SmallCap Fund 176,500 $28,158,810 1.35%
Schwab U.S. Mid-Cap ETF 181,025 $27,195,386 0.19%
Fidelity Advisor Mid Cap II Fund 165,600 $26,615,232 1.16%
ClearBridge Small Cap Growth Fund 163,217 $26,039,640 1.36%
iShares Russell 1000 Value ETF 148,497 $23,866,438 0.03%
JNL Multi-Manager Small Cap Value Fund 146,054 $23,473,799 1.17%
Fidelity Low-Priced Stock K6 Fund 147,066 $23,462,910 0.51%
Showing 1–50 of 513 positions
Key facts CIK 1015328 CUSIP 97650W108 13F (30d) 22 filings 14 filers Visit website Investor relations