Position in WTFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,254,256
+$2,009,057 QoQ
Shares Held
88,690
+0.6% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#94
of 592 holders
Holding Since
Dec 2024
7 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, 2026Aptus Capital Advisors, LLC holds $170,380,706 across 34 Banks - Regional names. WTFC ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
127,106 | $31,296,039 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
238,081 | $15,684,776 | |
| 3 | SBCF |
Seacoast Banking Corp Of Florida
|
447,558 | $14,881,303 | |
| 4 | SYBT |
Stock Yards Bancorp, Inc.
|
190,763 | $14,587,646 | |
| 5 | WTFC |
Wintrust Financial Corp
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|
88,690 | $14,254,256 | |
| 6 | GABC |
German American Bancorp, Inc.
|
274,011 | $13,004,562 | |
| 7 | CASH |
Pathward Financial, Inc.
|
145,145 | $12,636,323 | |
| 8 | HOMB |
Home Bancshares Inc
|
386,554 | $11,036,116 |
All Filings in WTFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,254,256 | 88,690 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,245,199 | 88,133 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,196,498 | 87,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,502,678 | 86,852 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,352,059 | 75,432 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,743,433 | 68,855 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,619,282 | 61,096 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||