Position in WTFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$430,085,271
+$54,671,617 QoQ
Shares Held
2,675,991
-1.0% QoQ
Ownership
3.97%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#5
of 592 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 6%
None 2%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. WTFC ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in WTFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,085,271 | 2,675,991 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $375,413,654 | 2,701,984 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $378,587,395 | 2,707,677 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $362,309,350 | 2,735,649 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $346,211,916 | 2,792,482 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $319,068,474 | 2,837,173 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $370,125,061 | 2,967,886 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $354,529,740 | 3,266,652 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $297,384,593 | 3,017,295 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $299,725,088 | 2,871,205 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $265,824,466 | 2,866,032 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $210,305,702 | 2,785,506 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $195,009,243 | 2,685,338 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $189,550,504 | 2,598,362 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $209,810,840 | 2,482,381 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $195,524,767 | 2,397,606 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $194,242,721 | 2,423,490 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $240,870,192 | 2,591,953 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $235,247,231 | 2,590,258 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $212,927,616 | 2,649,342 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $195,094,467 | 2,579,591 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $192,259,650 | 2,536,407 | Shares | Defined | 2021-05-14 | |
| 2020-09-30 | $102,470,127 | 2,558,555 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $109,606,983 | 2,512,769 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $72,643,602 | 2,210,700 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||