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Caprock Group’s Wintrust Financial WTFC Stock Holding History

Caprock Group’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 		$738K Sell
4,589
-251
-5% -$37.8K 0.01% 726
2026
Q1 		$673K Sell
4,840
-1,129
-19% -$164K 0.02% 654
2025
Q4 		$835K Buy
5,969
+2,712
+83% +$361K 0.02% 651
2025
Q3 		$447K Buy
+3,257
New +$430K 0.01% 836

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

Caprock Group's WTFC Position: Q2 2026 in Review

Caprock Group reduced its Wintrust Financial (WTFC) stake by 5.2% in Q2 2026, selling an estimated $37.8K and leaving 4,589 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #726.

Caprock Group first reported a position in WTFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $835K in Q4 2025. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Caprock Group held 4,589 shares of Wintrust Financial worth $738K as of Q2 2026.
  • Caprock Group sold 251 Wintrust Financial shares in Q2 2026, an estimated $37.8K.
  • Wintrust Financial made up 0.01% of Caprock Group's portfolio in Q2 2026, its #726 holding.
  • Caprock Group first reported a position in Wintrust Financial in Q3 2025 and has held it in 4 quarters since.
  • Caprock Group's Wintrust Financial position peaked at $835K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.