Envestnet Portfolio Solutions, Inc.
Position in WTFC — Wintrust Financial Corp
CIK 1998033
BERWYN, PA
Position in WTFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$550,626
+$97,960 QoQ
Shares Held
3,426
+5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#315
of 592 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $66,543,258 across 37 Banks - Regional names. WTFC ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
733,501 | $22,151,730 | |
| 2 | KEY |
Keycorp /New/
|
520,425 | $11,995,796 | |
| 3 | USB |
US Bancorp \De\
|
102,173 | $6,171,249 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
19,955 | $4,913,320 | |
| 5 | TFC |
Truist Financial Corp
|
47,314 | $2,357,183 | |
| 6 | FITB |
Fifth Third Bancorp
|
35,927 | $2,025,204 | |
| 7 | EWBC |
East West Bancorp Inc
|
15,629 | $2,017,547 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
16,908 | $1,705,679 |
All Filings in WTFC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,626 | 3,426 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $452,666 | 3,258 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $532,434 | 3,808 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $522,078 | 3,942 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $521,707 | 4,208 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $520,239 | 4,626 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $689,895 | 5,532 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $565,224 | 5,208 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $515,173 | 5,227 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $490,841 | 4,702 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $372,020 | 4,011 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $285,314 | 3,779 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||