Western Pacific Wealth Management, LP
Position in WTFC — Wintrust Financial Corp
CIK 1907320
Lake Forest, IL
Position in WTFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$680,970
+$92,282 QoQ
Shares Held
4,237
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#291
of 589 holders
Holding Since
Dec 2021
19 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, 2026Western Pacific Wealth Management, LP holds $951,893 across 5 Banks - Regional names. WTFC ranks #1 (71.5% of the industry book) .
All Filings in WTFC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,970 | 4,237 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $588,688 | 4,237 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $592,417 | 4,237 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $561,148 | 4,237 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $524,931 | 4,234 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $475,818 | 4,231 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $527,398 | 4,229 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $458,756 | 4,227 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $416,317 | 4,224 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $440,630 | 4,221 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $390,941 | 4,215 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $318,006 | 4,212 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $305,875 | 4,212 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $270,790 | 3,712 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $313,738 | 3,712 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $302,713 | 3,712 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $297,516 | 3,712 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $693,443 | 7,462 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $677,698 | 7,462 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||