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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in WTFC — Wintrust Financial Corp

CIK 1632972 PLYMOUTH, MN

Position in WTFC

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$1,638,218
+$714,962 QoQ
Shares Held
10,193
+53.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 592 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in WTFC Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. WTFC ranks #47 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WTFC

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,638,218 10,193
2026-03-31 $923,256 6,645
2025-12-31 $1,136,596 8,129
2025-09-30 $1,062,566 8,023
2025-06-30 $962,952 7,767
2025-03-31 $856,045 7,612
2024-09-30 $678,095 6,248
2024-06-30 $612,254 6,212
2024-03-31 $650,767 6,234
2023-12-31 $532,014 5,736
2023-09-30 $415,023 5,497