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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caprock Group's WTFC Position: Q1 2026 in Review

Caprock Group reduced its Wintrust Financial (WTFC) stake by 19% in Q1 2026, selling an estimated $164K and leaving 4,840 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #654.

Caprock Group first reported a position in WTFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $835K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Caprock Group held 4,840 shares of Wintrust Financial worth $673K as of Q1 2026.
  • Caprock Group sold 1,129 Wintrust Financial shares in Q1 2026, an estimated $164K.
  • Wintrust Financial made up 0.02% of Caprock Group's portfolio in Q1 2026, its #654 holding.
  • Caprock Group first reported a position in Wintrust Financial in Q3 2025 and has held it in 3 quarters since.
  • Caprock Group's Wintrust Financial position peaked at $835K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.