Position in WTFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$347,315
+$47,066 QoQ
Shares Held
2,161
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#371
of 592 holders
Holding Since
Dec 2023
11 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, 2026Chicago Wealth Management, Inc. holds $347,315 across 1 Banks - Regional name. WTFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
This page
|
2,161 | $347,315 |
All Filings in WTFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,315 | 2,161 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $300,249 | 2,161 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $302,151 | 2,161 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $286,202 | 2,161 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $267,920 | 2,161 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $243,026 | 2,161 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $269,498 | 2,161 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $234,533 | 2,161 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $212,988 | 2,161 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $225,586 | 2,161 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $200,432 | 2,161 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||