Position in WTFC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$423,818
+$59,101 QoQ
Shares Held
2,637
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 589 holders
Holding Since
Mar 2026
2 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $36,283,932 across 17 Banks - Regional names. WTFC ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OPBK |
OP Bancorp
|
1,847,777 | $27,698,177 | |
| 2 | UMBF |
Umb Financial Corp
|
14,149 | $2,019,911 | |
| 3 | USB |
US Bancorp De
|
16,089 | $971,775 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,913 | $963,458 | |
| 5 | NU |
Nu Holdings Ltd.
|
57,866 | $773,089 | |
| 6 | CCB |
Coastal Financial Corp
|
9,323 | $722,625 | |
| 7 | SHBI |
Shore Bancshares Inc
|
20,910 | $479,884 | |
| 8 | WTFC |
Wintrust Financial Corp
This page
|
2,637 | $423,818 |
All Filings in WTFC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,818 | 2,637 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $364,717 | 2,625 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||