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Alpine Bank Wealth Management’s Wintrust Financial WTFC Stock Holding History

Alpine Bank Wealth Management’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-162
Closed -$21.5K – 406
2025
Q3 		$21.5K Hold
162
– – ﹤0.01% 329
2025
Q2 		$20.1K Hold
162
– – ﹤0.01% 335
2025
Q1 		$18.2K Buy
+162
New +$20K ﹤0.01% 343

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Alpine Bank Wealth Management's WTFC Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 162 shares — an estimated $21.5K sold.

Alpine Bank Wealth Management first reported a position in WTFC in Q1 2025 and held it in 3 quarters. The position peaked at $21.5K in Q3 2025. 525 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 162 Wintrust Financial shares in Q4 2025, an estimated $21.5K.
  • Alpine Bank Wealth Management first reported a position in Wintrust Financial in Q1 2025 and held it in 3 quarters.
  • Alpine Bank Wealth Management's Wintrust Financial position peaked at $21.5K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.