Capital Advisors Ltd’s Wintrust Financial WTFC Stock Holding History

Capital Advisors Ltd’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	$27K	Hold	167	–	–	﹤0.01%	636
2026 Q1	$23K	Hold	167	–	–	﹤0.01%	639
2025 Q4	$23K	Hold	167	–	–	﹤0.01%	627
2025 Q3	$22K	Hold	167	–	–	﹤0.01%	630
2025 Q2	$21K	Hold	167	–	–	﹤0.01%	620
2025 Q1	$19K	Hold	167	–	–	﹤0.01%	622
2024 Q4	$21K	Hold	167	–	–	﹤0.01%	612
2024 Q3	$18K	Hold	167	–	–	﹤0.01%	629
2024 Q2	$16K	Hold	167	–	–	﹤0.01%	641
2024 Q1	$17K	Hold	167	–	–	﹤0.01%	617
2023 Q4	$15K	Hold	167	–	–	﹤0.01%	614
2023 Q3	$13K	Hold	167	–	–	﹤0.01%	639
2023 Q2	$12K	Buy	+167	New	+$11.4K	﹤0.01%	671
2023 Q1	–	Sell	-167	Closed	–	–	1590
2022 Q4	$0	Buy	+167	New	+$14.8K	﹤0.01%	1694
2022 Q2	–	Sell	-3	Closed	–	–	1362
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1240
2021 Q4	$0	Buy	+3	New	+$268	﹤0.01%	961

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Advisors Ltd's WTFC Position: Q2 2026 in Review

Capital Advisors Ltd held its Wintrust Financial (WTFC) position steady in Q2 2026 at 167 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Capital Advisors Ltd first reported a position in WTFC in Q4 2021 and has held it in 16 quarters since. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Capital Advisors Ltd held 167 shares of Wintrust Financial worth $27K as of Q2 2026.
Capital Advisors Ltd left its Wintrust Financial share count unchanged in Q2 2026.
Wintrust Financial made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #636 holding.
Capital Advisors Ltd first reported a position in Wintrust Financial in Q4 2021 and has held it in 16 quarters since.
595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.