WTFC β€” WINTRUST FINL CORP

Ownership history in Financial Advisory Corp  Β·  4 quarters on record

AI Ownership Summary

Financial Advisory Corp reported WINTRUST FINL CORP (WTFC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows WTFC at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Advisory Corp's position in WINTRUST FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WTFC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Advisory Corp held WTFC β€” position size vs. price
% of Fund (quarterly)    WTFC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,606 +6 +0.4% 0.03% $223K 2026-04-13 $147.23
2025 Q4 REDUCED 1,600 -124 -7.2% 0.03% $224K 2026-01-27 $144.96
2025 Q3 UNCHANGED 1,724 β€” 0% 0.03% $228K 2025-10-08 $130.65
2025 Q2 INITIATED 1,724 β€” β€” 0.03% $214K 2025-07-11 $130.38

FAQ About Financial Advisory Corp and WTFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Advisory Corp reported owning WTFC?

Financial Advisory Corp reported WTFC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported WTFC position in Financial Advisory Corp's portfolio?

The largest reported portfolio weight for WTFC was 0.03% in 2025 Q3.

What is the latest reported WTFC position on this page?

The most recent filing on this page is 2026 Q1, when Financial Advisory Corp reported 1,606 shares, equal to 0.03% of portfolio, with an estimated market value of $223K.

What does the chart on this WTFC ownership page compare?

The chart compares Financial Advisory Corp's quarterly WTFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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