CPA
WTFC icon

Capital Performance Advisors’s Wintrust Financial WTFC Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-12
Closed -$1.3K – 2719
2024
Q3 		$1.3K Buy
+12
New +$1.25K ﹤0.01% 1774

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's WTFC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 12 shares — an estimated $1.3K sold.

Capital Performance Advisors first reported a position in WTFC in Q3 2024 and held it in 1 quarter. The position peaked at $1.3K in Q3 2024. 442 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 12 Wintrust Financial shares in Q4 2024, an estimated $1.3K.
  • Capital Performance Advisors first reported a position in Wintrust Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Wintrust Financial position peaked at $1.3K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.