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Atlas Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Atlas Capital 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 		$1.39K Hold
10
– – ﹤0.01% 908
2025
Q4 		$1.4K Buy
+10
New +$1.33K ﹤0.01% 872

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

Atlas Capital Advisors's WTFC Position: Q1 2026 in Review

Atlas Capital Advisors held its Wintrust Financial (WTFC) position steady in Q1 2026 at 10 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Atlas Capital Advisors first reported a position in WTFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.4K in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Atlas Capital Advisors held 10 shares of Wintrust Financial worth $1.39K as of Q1 2026.
  • Atlas Capital Advisors left its Wintrust Financial share count unchanged in Q1 2026.
  • Wintrust Financial made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #908 holding.
  • Atlas Capital Advisors first reported a position in Wintrust Financial in Q4 2025 and has held it in 2 quarters since.
  • Atlas Capital Advisors's Wintrust Financial position peaked at $1.4K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.