Position in WTFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,849,886
+$593,133 QoQ
Shares Held
23,954
+2.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#166
of 592 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Creative Planning holds $942,016,805 across 209 Banks - Regional names. WTFC ranks #57 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
834,708 | $50,416,362 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
139,365 | $34,314,449 | |
| 3 | KB |
KB Financial Group Inc.
|
298,911 | $31,373,698 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
434,304 | $30,431,680 | |
| 5 | WF |
Woori Financial Group Inc.
|
519,254 | $29,805,179 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
471,068 | $29,795,050 | |
| 7 | FITB |
Fifth Third Bancorp
|
455,485 | $25,675,688 | |
| 8 | TFC |
Truist Financial Corp
|
513,102 | $25,562,741 |
All Filings in WTFC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,849,886 | 23,954 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,256,753 | 23,440 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,643,996 | 18,910 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,344,716 | 17,704 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,025,337 | 16,336 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,558,695 | 13,860 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,593,044 | 12,774 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,447,898 | 13,341 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,080,806 | 10,966 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,019,471 | 9,766 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $875,930 | 9,444 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $467,345 | 6,190 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $491,927 | 6,774 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $259,702 | 3,560 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $235,516 | 2,888 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $3,717 | 40 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $1,608,400 | 21,219 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,308,364 | 21,417 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $849,820 | 21,219 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $926,008 | 21,229 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $749,733 | 22,816 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||