Azora Capital LP’s Wintrust Financial WTFC Stock Holding History

Azora Capital LP’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	-152,737	Closed	-$20.2M	–	75
2025 Q3	$20.2M	Sell	152,737 -202,848	-57%	-$26.8M	0.94%	36
2025 Q2	$44.1M	Buy	+355,585	New	+$40.8M	1.99%	22
2022 Q4	–	Sell	-82,529	Closed	-$6.73M	–	49
2022 Q3	$6.73M	Buy	82,529 +41,529	+101%	+$3.53M	1%	31
2022 Q2	$3.29M	Buy	+41,000	New	+$3.53M	0.81%	25
2022 Q1	–	Sell	-61,250	Closed	-$5.56M	–	51
2021 Q4	$5.56M	Buy	+61,250	New	+$5.47M	0.87%	34
2019 Q3	–	Sell	-418,546	Closed	-$30.6M	–	48
2019 Q2	$30.6M	Buy	+418,546	New	+$30.6M	4.2%	9
2018 Q4	–	Sell	-911,112	Closed	-$77.4M	–	45
2018 Q3	$77.4M	Buy	911,112 +369,137	+68%	+$32.9M	9.91%	3
2018 Q2	$47.2M	Buy	541,975 +371,723	+218%	+$34.1M	7.44%	5
2018 Q1	$14.7M	Buy	+170,252	New	+$14.7M	4.07%	11

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Azora Capital LP's WTFC Position: Q4 2025 in Review

Azora Capital LP sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 152,737 shares — an estimated $20.2M sold.

Azora Capital LP first reported a position in WTFC in Q1 2018 and held it in 9 quarters. The position peaked at $77.4M in Q3 2018. 526 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

Azora Capital LP reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
Azora Capital LP sold 152,737 Wintrust Financial shares in Q4 2025, an estimated $20.2M.
Azora Capital LP first reported a position in Wintrust Financial in Q1 2018 and held it in 9 quarters.
Azora Capital LP's Wintrust Financial position peaked at $77.4M in Q3 2018.
526 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Azora Capital LP's 13F filing for Q4 2025, filed 17 Feb 2026.