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Cambient Family Office’s Wintrust Financial WTFC Stock Holding History

Cambient 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
Q2 		$425K Sell
2,644
-313
-11% -$47.1K 0.05% 168
2026
Q1 		$411K Hold
2,957
– – 0.06% 158
2025
Q4 		$413K Buy
+2,957
New +$393K 0.06% 144

Other funds holding WTFC

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Cambient Family Office's WTFC Position: Q2 2026 in Review

Cambient Family Office reduced its Wintrust Financial (WTFC) stake by 11% in Q2 2026, selling an estimated $47.1K and leaving 2,644 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #168.

Cambient Family Office first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Cambient Family Office held 2,644 shares of Wintrust Financial worth $425K as of Q2 2026.
  • Cambient Family Office sold 313 Wintrust Financial shares in Q2 2026, an estimated $47.1K.
  • Wintrust Financial made up 0.05% of Cambient Family Office's portfolio in Q2 2026, its #168 holding.
  • Cambient Family Office first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cambient Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.