Position in WTFC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,322,403
+$560,047 QoQ
Shares Held
26,894
-0.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#158
of 592 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SHAKER INVESTMENTS LLC/OH holds $39,029,861 across 2 Banks - Regional names. WTFC ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AX |
Axos Financial, Inc.
|
356,376 | $34,707,458 | |
| 2 | WTFC |
Wintrust Financial Corp
This page
|
26,894 | $4,322,403 |
All Filings in WTFC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,322,403 | 26,894 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,762,356 | 27,079 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $3,467,941 | 26,185 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,265,013 | 26,335 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,149,779 | 28,008 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,578,802 | 28,697 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,139,555 | 28,928 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,841,681 | 28,832 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,575,983 | 34,256 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,166,856 | 34,144 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,577,192 | 34,135 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,241,366 | 17,094 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,411,290 | 19,346 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||