Capital International Investors
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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
Q2 		$149M Buy
927,769
+25,102
+3% +$3.78M 0.03% 257
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
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

Capital International Investors's WTFC Position: Q2 2026 in Review

Capital International Investors increased its Wintrust Financial (WTFC) stake by 2.8% in Q2 2026, buying an estimated $3.78M and bringing the position to 927,769 shares worth $149M. The position accounts for 0.03% of the portfolio, ranked #257.

Capital International Investors first reported a position in WTFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $223M in Q4 2024. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Capital International Investors held 927,769 shares of Wintrust Financial worth $149M as of Q2 2026.
  • Capital International Investors bought 25,102 Wintrust Financial shares in Q2 2026, an estimated $3.78M.
  • Wintrust Financial made up 0.03% of Capital International Investors's portfolio in Q2 2026, its #257 holding.
  • Capital International Investors first reported a position in Wintrust Financial in Q1 2023 and has held it in 14 quarters since.
  • Capital International Investors's Wintrust Financial position peaked at $223M in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.