Calamos Advisors’s Wintrust Financial WTFC Stock Holding History

Calamos 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
2025 Q1	–	Sell	-77,600	Closed	-$8.42M	–	984
2024 Q4	$8.42M	Buy	+77,600	New	+$9.59M	0.04%	431

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calamos Advisors's WTFC Position: Q1 2026 in Review

Calamos Advisors sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 8,300 shares — an estimated $1.16M sold.

Calamos Advisors first reported a position in WTFC in Q3 2018 and held it in 10 quarters. The position peaked at $7.2M in Q1 2022. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Calamos Advisors reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
Calamos Advisors sold 8,300 Wintrust Financial shares in Q1 2026, an estimated $1.16M.
Calamos Advisors first reported a position in Wintrust Financial in Q3 2018 and held it in 10 quarters.
Calamos Advisors's Wintrust Financial position peaked at $7.2M in Q1 2022.
554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.