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Wintrust Financial Corporation shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Wintrust Financial Corporation (WTFC) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Wintrust Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Wintrust Financial Corporation held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wintrust Financial Corporation by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 42k 51.95
2025-06-30 $7.3k 58 126.00
2025-03-31 $12k 113 107.68
2023-06-30 $1.0k 14 72.64

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Viatris Common Stock (VTRS)
Schwab Charles Corp Common Stock (SCHW)
Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)

View all positions for Cornerstone Planning Group

Top funds holding Wintrust Financial Corporation

Vanguard Group
BlackRock
FMR
Dimensional Fund Advisors
State Street Corporation
First Trust Advisors
Earnest Partners
Capital Research and Management Company - Division 3
Principal Financial Group
Geode Capital Management
Invesco
Jennison Associates
Jpmorgan Chase & Co
ClearBridge Advisors
Northern Trust

View all funds holding Wintrust Financial Corporation