Capital International Investors’s Wintrust Financial WTFC Stock Holding History

Capital International Investors’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 Q1	$125M	Sell	902,667 -431,799	-32%	-$62.6M	0.03%	267
2025 Q4	$187M	Sell	1,334,466 -33,369	-2%	-$4.44M	0.03%	245
2025 Q3	$181M	Hold	1,367,835	–	–	0.03%	245
2025 Q2	$170M	Sell	1,367,835 -222,628	-14%	-$25.5M	0.03%	237
2025 Q1	$179M	Sell	1,590,463 -196,166	-11%	-$24.2M	0.04%	230
2024 Q4	$223M	Hold	1,786,629	–	–	0.04%	222
2024 Q3	$194M	Hold	1,786,629	–	–	0.04%	227
2024 Q2	$176M	Buy	1,786,629 +148,544	+9%	+$14.5M	0.04%	226
2024 Q1	$171M	Buy	1,638,085 +72,082	+5%	+$6.96M	0.03%	239
2023 Q4	$145M	Buy	1,566,003 +693,452	+79%	+$57.3M	0.03%	245
2023 Q3	$65.9M	Buy	872,551 +60,949	+8%	+$4.79M	0.02%	302
2023 Q2	$58.9M	Buy	811,602 +144,433	+22%	+$9.85M	0.01%	323
2023 Q1	$48.7M	Buy	+667,169	New	+$57M	0.01%	341

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors's WTFC Position: Q1 2026 in Review

Capital International Investors reduced its Wintrust Financial (WTFC) stake by 32% in Q1 2026, selling an estimated $62.6M and leaving 902,667 shares worth $125M. The position accounts for 0.03% of the portfolio, ranked #267.

Capital International Investors first reported a position in WTFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $223M in Q4 2024. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Capital International Investors held 902,667 shares of Wintrust Financial worth $125M as of Q1 2026.
Capital International Investors sold 431,799 Wintrust Financial shares in Q1 2026, an estimated $62.6M.
Wintrust Financial made up 0.03% of Capital International Investors's portfolio in Q1 2026, its #267 holding.
Capital International Investors first reported a position in Wintrust Financial in Q1 2023 and has held it in 13 quarters since.
Capital International Investors's Wintrust Financial position peaked at $223M in Q4 2024.
554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.