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ALPS Advisors’s Wintrust Financial WTFC Stock Holding History

ALPS Advisors’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
2026
Q1 		$529K Buy
3,806
+409
+12% +$59.3K ﹤0.01% 720
2025
Q4 		$475K Buy
3,397
+37
+1% +$4.92K ﹤0.01% 770
2025
Q3 		$445K Buy
+3,360
New +$444K ﹤0.01% 818
2024
Q3 		– Sell
-3,587
Closed -$354K – 1148
2024
Q2 		$354K Sell
3,587
-18
-0.5% -$1.76K ﹤0.01% 723
2024
Q1 		$376K Sell
3,605
-574
-14% -$55.4K ﹤0.01% 681
2023
Q4 		$388K Sell
4,179
-281
-6% -$23.2K ﹤0.01% 692
2023
Q3 		$337K Buy
+4,460
New +$351K ﹤0.01% 707
2022
Q1 		– Sell
-5,030
Closed -$457K – 997
2021
Q4 		$457K Buy
5,030
+62
+1% +$5.53K 0.01% 542
2021
Q3 		$399K Buy
+4,968
New +$367K ﹤0.01% 556
2019
Q1 		– Sell
-5,274
Closed -$351K – 1022
2018
Q4 		$351K Sell
5,274
-220
-4% -$16.7K ﹤0.01% 710
2018
Q3 		$467K Buy
5,494
+412
+8% +$36.7K ﹤0.01% 797
2018
Q2 		$442K Sell
5,082
-240
-5% -$22K ﹤0.01% 700
2018
Q1 		$458K Sell
5,322
-1,216
-19% -$105K ﹤0.01% 672
2017
Q4 		$539K Sell
6,538
-586
-8% -$47.2K ﹤0.01% 481
2017
Q3 		$558K Sell
7,124
-101
-1% -$7.51K ﹤0.01% 365
2017
Q2 		$552K Buy
7,225
+102
+1% +$7.3K ﹤0.01% 412
2017
Q1 		$492K Buy
+7,123
New +$512K ﹤0.01% 462
2015
Q3 		– Sell
-11,022
Closed -$588K – 780
2015
Q2 		$588K Buy
11,022
+172
+2% +$8.66K 0.01% 317
2015
Q1 		$517K Sell
10,850
-174
-2% -$8.04K ﹤0.01% 497
2014
Q4 		$515K Sell
11,024
-1,576
-13% -$71.4K ﹤0.01% 447
2014
Q3 		$563K Buy
+12,600
New +$584K ﹤0.01% 476

Other funds holding WTFC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors's WTFC Position: Q1 2026 in Review

ALPS Advisors increased its Wintrust Financial (WTFC) stake by 12% in Q1 2026, buying an estimated $59.3K and bringing the position to 3,806 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

ALPS Advisors first reported a position in WTFC in Q3 2014 and has held it in 21 quarters since. The position peaked at $588K in Q2 2015. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • ALPS Advisors held 3,806 shares of Wintrust Financial worth $529K as of Q1 2026.
  • ALPS Advisors bought 409 Wintrust Financial shares in Q1 2026, an estimated $59.3K.
  • Wintrust Financial made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #720 holding.
  • ALPS Advisors first reported a position in Wintrust Financial in Q3 2014 and has held it in 21 quarters since.
  • ALPS Advisors's Wintrust Financial position peaked at $588K in Q2 2015.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.