CAPTRUST Financial Advisors
WTFC icon

CAPTRUST Financial Advisors’s Wintrust Financial WTFC Stock Holding History

CAPTRUST Financial 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
Q1 		$606K Buy
4,362
+83
+2% +$12K ﹤0.01% 1908
2025
Q4 		$598K Buy
4,279
+1,062
+33% +$141K ﹤0.01% 1789
2025
Q3 		$426K Sell
3,217
-1,168
-27% -$154K ﹤0.01% 1922
2025
Q2 		$544K Buy
4,385
+426
+11% +$48.9K ﹤0.01% 1682
2025
Q1 		$445K Buy
3,959
+158
+4% +$19.5K ﹤0.01% 1706
2024
Q4 		$474K Sell
3,801
-58
-2% -$7.16K ﹤0.01% 1630
2024
Q3 		$419K Buy
3,859
+104
+3% +$10.8K ﹤0.01% 1676
2024
Q2 		$370K Buy
3,755
+763
+26% +$74.7K ﹤0.01% 1680
2024
Q1 		$312K Buy
2,992
+157
+6% +$15.2K ﹤0.01% 1752
2023
Q4 		$263K Buy
+2,835
New +$234K ﹤0.01% 2199
2023
Q2 		– Sell
-2,978
Closed -$217K – 2599
2023
Q1 		$217K Buy
+2,978
New +$255K ﹤0.01% 1997
2022
Q3 		– Sell
-1,823
Closed -$146K – 4081
2022
Q2 		$146K Buy
1,823
+47
+3% +$4.05K ﹤0.01% 1921
2022
Q1 		$165K Hold
1,776
– – ﹤0.01% 1863
2021
Q4 		$161K Hold
1,776
– – ﹤0.01% 1798
2021
Q3 		$143K Buy
1,776
+51
+3% +$3.77K ﹤0.01% 1796
2021
Q2 		$130K Sell
1,725
-33
-2% -$2.58K ﹤0.01% 1823
2021
Q1 		$133K Buy
1,758
+1,648
+1,498% +$118K ﹤0.01% 1764
2020
Q4 		$7K Buy
110
+60
+120% +$3.23K ﹤0.01% 2719
2020
Q3 		$2K Buy
+50
New +$2.14K ﹤0.01% 2817

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

CAPTRUST Financial Advisors's WTFC Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Wintrust Financial (WTFC) stake by 1.9% in Q1 2026, buying an estimated $12K and bringing the position to 4,362 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

CAPTRUST Financial Advisors first reported a position in WTFC in Q3 2020 and has held it in 19 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • CAPTRUST Financial Advisors held 4,362 shares of Wintrust Financial worth $606K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 83 Wintrust Financial shares in Q1 2026, an estimated $12K.
  • Wintrust Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1908 holding.
  • CAPTRUST Financial Advisors first reported a position in Wintrust Financial in Q3 2020 and has held it in 19 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.