Position in WTFC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$69,138,368
+$10,385,922 QoQ
Shares Held
430,179
+1.7% QoQ
Ownership
0.638%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#39
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,479,262,409 across 120 Banks - Regional names. WTFC ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp De
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
This page
|
430,179 | $69,138,368 |
All Filings in WTFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,138,368 | 430,179 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $58,752,446 | 422,862 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $54,068,254 | 386,699 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $53,717,531 | 405,599 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $48,842,540 | 393,955 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $39,359,088 | 349,983 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $30,457,798 | 244,229 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,553,940 | 217,027 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $19,595,600 | 198,819 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,784,723 | 189,527 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,709,780 | 126,251 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,987,369 | 119,038 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,293,975 | 86,670 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,934,410 | 67,641 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,258,246 | 38,550 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,122,712 | 38,292 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,203,034 | 39,963 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,723,705 | 40,070 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,647,694 | 40,164 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,166,256 | 39,396 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,040,401 | 40,201 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,358,971 | 31,121 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,442,945 | 23,620 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $982,466 | 24,531 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $995,059 | 22,812 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $242,243 | 7,372 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||