Paulson Wealth Management Inc.
Position in WTFC — Wintrust Financial Corp
CIK 1731878
West Palm Beach, FL
Position in WTFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$459,016
+$64,288 QoQ
Shares Held
2,856
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#337
of 592 holders
Holding Since
Dec 2023
11 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, 2026Paulson Wealth Management Inc. holds $965,892 across 2 Banks - Regional names. WTFC ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
8,392 | $506,876 | |
| 2 | WTFC |
Wintrust Financial Corp
This page
|
2,856 | $459,016 |
All Filings in WTFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,016 | 2,856 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $394,728 | 2,841 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $343,118 | 2,454 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $325,007 | 2,454 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $304,246 | 2,454 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $272,378 | 2,422 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $302,047 | 2,422 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $262,859 | 2,422 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $238,712 | 2,422 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $252,832 | 2,422 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $224,640 | 2,422 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||