Capstone Investment Advisors
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Capstone Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Capstone Investment 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
2026
Q2 		– Sell
-2,961
Closed -$411K – 1934
2026
Q1 		$411K Buy
+2,961
New +$429K ﹤0.01% 1228
2024
Q3 		– Sell
-4,409
Closed -$435K – 2241
2024
Q2 		$435K Sell
4,409
-4,468
-50% -$438K ﹤0.01% 1384
2024
Q1 		$927K Buy
8,877
+5,661
+176% +$546K ﹤0.01% 1195
2023
Q4 		$298K Buy
3,216
+311
+11% +$25.7K ﹤0.01% 1592
2023
Q3 		$219K Buy
+2,905
New +$229K ﹤0.01% 1767

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

Capstone Investment Advisors's WTFC Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 2,961 shares — an estimated $411K sold.

Capstone Investment Advisors first reported a position in WTFC in Q3 2023 and held it in 5 quarters. The position peaked at $927K in Q1 2024. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,961 Wintrust Financial shares in Q2 2026, an estimated $411K.
  • Capstone Investment Advisors first reported a position in Wintrust Financial in Q3 2023 and held it in 5 quarters.
  • Capstone Investment Advisors's Wintrust Financial position peaked at $927K in Q1 2024.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.