Capital Analysts LLC
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Capital Analysts LLC’s Wintrust Financial WTFC Stock Holding History

Capital Analysts LLC’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
Q3 		$567 Buy
+4
New +$623 ﹤0.01% 1584

Other funds holding WTFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital Analysts LLC's WTFC Position: Q3 2026 in Review

Capital Analysts LLC opened a new position in Wintrust Financial (WTFC) in Q3 2026: 4 shares worth $567. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings.

460 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Capital Analysts LLC held 4 shares of Wintrust Financial worth $567 as of Q3 2026.
  • Wintrust Financial was a new Capital Analysts LLC position in Q3 2026.
  • Wintrust Financial made up ﹤0.01% of Capital Analysts LLC's portfolio in Q3 2026, its #1584 holding.
  • 460 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Capital Analysts LLC's 13F filing for Q3 2026, filed 13 Nov 2026.