Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Wintrust Financial WTFC Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$620K Buy
3,858
+18
+0.5% +$2.71K ﹤0.01% 2760
2026
Q1 		$533K Sell
3,840
-29
-0.7% -$4.2K ﹤0.01% 2743
2025
Q4 		$541K Buy
3,869
+195
+5% +$25.9K ﹤0.01% 2643
2025
Q3 		$487K Buy
3,674
+1,560
+74% +$206K ﹤0.01% 2706
2025
Q2 		$262K Sell
2,114
-312
-13% -$35.8K ﹤0.01% 3095
2025
Q1 		$273K Buy
2,426
+165
+7% +$20.4K ﹤0.01% 2948
2024
Q4 		$282K Buy
2,261
+35
+2% +$4.32K ﹤0.01% 2887
2024
Q3 		$242K Sell
2,226
-1,054
-32% -$110K ﹤0.01% 2994
2024
Q2 		$323K Buy
3,280
+325
+11% +$31.8K ﹤0.01% 2650
2024
Q1 		$309K Sell
2,955
-1,136
-28% -$110K ﹤0.01% 2684
2023
Q4 		$379K Buy
4,091
+98
+2% +$8.1K ﹤0.01% 2420
2023
Q3 		$302K Sell
3,993
-575
-13% -$45.2K ﹤0.01% 2488
2023
Q2 		$332K Sell
4,568
-184
-4% -$12.5K ﹤0.01% 2452
2023
Q1 		$347K Sell
4,752
-2,027
-30% -$173K ﹤0.01% 2356
2022
Q4 		$573K Buy
6,779
+2,919
+76% +$258K ﹤0.01% 1909
2022
Q3 		$315K Buy
+3,860
New +$328K ﹤0.01% 2324
2017
Q2 		– Sell
-5,402
Closed -$373K – 1987
2017
Q1 		$373K Buy
+5,402
New +$388K 0.01% 1230

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

Cambridge Investment Research Advisors's WTFC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Wintrust Financial (WTFC) stake by 0.47% in Q2 2026, buying an estimated $2.71K and bringing the position to 3,858 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

Cambridge Investment Research Advisors first reported a position in WTFC in Q1 2017 and has held it in 17 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Cambridge Investment Research Advisors held 3,858 shares of Wintrust Financial worth $620K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 18 Wintrust Financial shares in Q2 2026, an estimated $2.71K.
  • Wintrust Financial made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2760 holding.
  • Cambridge Investment Research Advisors first reported a position in Wintrust Financial in Q1 2017 and has held it in 17 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.