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Carolina Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

Carolina Wealth 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 		– Sell
-17
Closed -$2.38K – 339
2025
Q4 		$2.38K Buy
+17
New +$2.26K ﹤0.01% 225

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

Carolina Wealth Advisors's WTFC Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 17 shares — an estimated $2.38K sold.

Carolina Wealth Advisors first reported a position in WTFC in Q4 2025 and held it in 1 quarter. The position peaked at $2.38K in Q4 2025. 554 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 17 Wintrust Financial shares in Q1 2026, an estimated $2.38K.
  • Carolina Wealth Advisors first reported a position in Wintrust Financial in Q4 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's Wintrust Financial position peaked at $2.38K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.