Position in WTFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$97,229,646
+$27,829,956 QoQ
Shares Held
604,963
+21.1% QoQ
Ownership
0.897%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 592 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,987,435,249 across 309 Banks - Regional names. WTFC ranks #39 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
30,552,978 | $1,845,399,864 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,374,537 | $1,655,842,642 | |
| 3 | IBN |
Icici Bank Ltd
|
54,395,929 | $1,579,113,812 | |
| 4 | NU |
Nu Holdings Ltd.
|
117,966,561 | $1,576,033,245 | |
| 5 | HDB |
Hdfc Bank Ltd
|
53,273,199 | $1,376,046,720 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,130,246 | $1,263,169,160 | |
| 7 | TFC |
Truist Financial Corp
|
22,539,416 | $1,122,913,697 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
12,264,969 | $859,406,370 |
All Filings in WTFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,229,646 | 604,963 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $69,399,690 | 499,494 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $67,273,547 | 481,144 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $64,199,754 | 484,746 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $69,536,037 | 560,865 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $56,849,200 | 505,506 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $58,607,957 | 469,954 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $50,536,990 | 465,650 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $55,050,880 | 558,552 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $58,370,082 | 559,154 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $32,374,105 | 349,047 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $23,932,742 | 316,990 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,358,000 | 321,647 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $43,599,799 | 597,667 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $74,660,480 | 883,347 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $28,941,928 | 354,898 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,635,201 | 394,700 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $13,970,444 | 150,333 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,292,011 | 124,334 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,872,728 | 122,841 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,465,187 | 111,929 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,027,480 | 53,133 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,344,699 | 87,489 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,279,300 | 106,849 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,268,903 | 29,090 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,186,736 | 36,115 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||