Cape Investment Advisory’s Wintrust Financial WTFC Stock Holding History

Cape Investment Advisory’s Portfolio WTFC Stock Details WTFC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$7.13K	Buy
2025 Q3	$3.97K	Hold
2025 Q2	$3.72K	Buy