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Caitong International Asset Management’s Wintrust Financial WTFC Stock Holding History

Caitong International Asset 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
-36
Closed -$4.77K – 2432
2025
Q3 		$4.77K Buy
+36
New +$4.75K ﹤0.01% 1235

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Caitong International Asset Management's WTFC Position: Q4 2025 in Review

Caitong International Asset Management sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 36 shares — an estimated $4.77K sold.

Caitong International Asset Management first reported a position in WTFC in Q3 2025 and held it in 1 quarter. The position peaked at $4.77K in Q3 2025. 527 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • Caitong International Asset Management reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • Caitong International Asset Management sold 36 Wintrust Financial shares in Q4 2025, an estimated $4.77K.
  • Caitong International Asset Management first reported a position in Wintrust Financial in Q3 2025 and held it in 1 quarter.
  • Caitong International Asset Management's Wintrust Financial position peaked at $4.77K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Caitong International Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.