As of the latest SEC filings, WINTRUST FINANCIAL CORP (WTFC) is held by 492 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $308,090,418.90 in market value, representing 0.29% of its portfolio.
Funds holding WINTRUST FINANCIAL CORP (WTFC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WTFC
- CIK:
- 0001015328
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.29% | $308,090,418.90 | 2,217,435 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $295,361,847.62 | 2,125,823 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.13% | $215,515,113.72 | 1,551,138 | Mar 31, 2026 | May 28, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.23% | $185,410,706.04 | 1,334,466 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.83% | $181,305,854.10 | 1,204,130 | Apr 30, 2026 | Jun 26, 2026 |
|
AIRR
First Trust RBA American Industrial Renaissance ETF
|
ETF | First Trust | 1.69% | $142,078,793.54 | 1,022,591 | Mar 31, 2026 | May 21, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.23% | $137,236,873.48 | 987,742 | Mar 31, 2026 | May 28, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.49% | $116,821,541.34 | 775,862 | Apr 30, 2026 | Jun 26, 2026 |
|
FMCHX
Fidelity Mid-Cap Stock Fund
|
MF | Fidelity | 1.33% | $116,609,839.92 | 774,456 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.13% | $103,809,159.94 | 747,151 | Mar 31, 2026 | May 28, 2026 |
|
-
VIP Mid Cap Portfolio
|
ETF | Independent / Boutique | 1.19% | $94,734,988.54 | 681,841 | Mar 31, 2026 | May 26, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.89% | $89,992,549.52 | 647,708 | Mar 31, 2026 | May 21, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.04% | $88,789,940.40 | 616,340 | Feb 28, 2026 | Apr 24, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 0.77% | $86,310,639.52 | 621,208 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.38% | $71,154,563.76 | 472,568 | Apr 30, 2026 | Jun 24, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.29% | $70,136,773.06 | 504,799 | Mar 31, 2026 | Jun 1, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.05% | $56,612,362.59 | 375,987 | Apr 30, 2026 | Jun 26, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 1.50% | $55,702,435.40 | 400,910 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.12% | $50,417,110.38 | 349,973 | Feb 28, 2026 | Apr 24, 2026 |
|
FIKNX
Fidelity Small Cap Value Fund
|
MF | Fidelity | 0.94% | $47,840,455.53 | 317,729 | Apr 30, 2026 | Jun 26, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.59% | $47,272,945.60 | 340,240 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.23% | $46,815,754.44 | 324,974 | Feb 28, 2026 | Apr 24, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 1.05% | $46,544,900.00 | 335,000 | Mar 31, 2026 | May 28, 2026 |
|
PGOAX
PGIM Jennison Small Company Fund
|
MF | PGIM / Prudential | 1.43% | $45,566,901.34 | 327,961 | Mar 31, 2026 | May 27, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.29% | $45,454,082.06 | 327,149 | Mar 31, 2026 | May 28, 2026 |
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