CIA
WTFC icon

Cape Investment Advisory’s Wintrust Financial WTFC Stock Holding History

Cape Investment Advisory’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 		$8.36K Buy
+52
New +$7.82K ﹤0.01% 907
2026
Q1 		– Sell
-51
Closed -$7.13K – 1223
2025
Q4 		$7.13K Buy
51
+21
+70% +$2.79K ﹤0.01% 822
2025
Q3 		$3.97K Hold
30
– – ﹤0.01% 562
2025
Q2 		$3.72K Buy
+30
New +$3.44K ﹤0.01% 820

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

Cape Investment Advisory's WTFC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Wintrust Financial (WTFC) in Q2 2026: 52 shares worth $8.36K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in WTFC as recently as Q4 2025.

Cape Investment Advisory first reported a position in WTFC in Q2 2025 and has held it in 4 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Cape Investment Advisory held 52 shares of Wintrust Financial worth $8.36K as of Q2 2026.
  • Wintrust Financial was a new Cape Investment Advisory position in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #907 holding.
  • Cape Investment Advisory first reported a position in Wintrust Financial in Q2 2025 and has held it in 4 quarters since.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.