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Callan Family Office’s Wintrust Financial WTFC Stock Holding History

Callan Family Office’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 		$415K Sell
2,990
-630
-17% -$91.3K 0.01% 830
2025
Q4 		$506K Buy
3,620
+552
+18% +$73.4K 0.01% 783
2025
Q3 		$406K Sell
3,068
-232
-7% -$30.6K 0.01% 607
2025
Q2 		$409K Buy
+3,300
New +$379K 0.01% 670

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

Callan Family Office's WTFC Position: Q1 2026 in Review

Callan Family Office reduced its Wintrust Financial (WTFC) stake by 17% in Q1 2026, selling an estimated $91.3K and leaving 2,990 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #830.

Callan Family Office first reported a position in WTFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $506K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Callan Family Office held 2,990 shares of Wintrust Financial worth $415K as of Q1 2026.
  • Callan Family Office sold 630 Wintrust Financial shares in Q1 2026, an estimated $91.3K.
  • Wintrust Financial made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #830 holding.
  • Callan Family Office first reported a position in Wintrust Financial in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Wintrust Financial position peaked at $506K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.