Cerity Partners
WTFC icon

Cerity Partners’s Wintrust Financial WTFC Stock Holding History

Cerity Partners’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 		$2.5M Sell
15,535
-4,221
-21% -$635K ﹤0.01% 1467
2026
Q1 		$2.74M Sell
19,756
-2,142
-10% -$310K ﹤0.01% 1308
2025
Q4 		$3.06M Sell
21,898
-2,617
-11% -$348K ﹤0.01% 1168
2025
Q3 		$3.25M Buy
24,515
+1,395
+6% +$184K 0.01% 1069
2025
Q2 		$2.87M Buy
23,120
+355
+2% +$40.7K 0.01% 1054
2025
Q1 		$2.56M Sell
22,765
-1,531
-6% -$189K 0.01% 1003
2024
Q4 		$2.66M Sell
24,296
-1,740
-7% -$215K 0.01% 981
2024
Q3 		$2.83M Buy
26,036
+4,170
+19% +$435K 0.01% 939
2024
Q2 		$2.16M Sell
21,866
-2,215
-9% -$217K 0.01% 878
2024
Q1 		$2.51M Buy
24,081
+21,443
+813% +$2.07M 0.01% 880
2023
Q4 		$245K Buy
+2,638
New +$218K ﹤0.01% 1623

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 $3.38T AUM 44.17% 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

Cerity Partners's WTFC Position: Q2 2026 in Review

Cerity Partners reduced its Wintrust Financial (WTFC) stake by 21% in Q2 2026, selling an estimated $635K and leaving 15,535 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Cerity Partners first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.25M in Q3 2025. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Cerity Partners held 15,535 shares of Wintrust Financial worth $2.5M as of Q2 2026.
  • Cerity Partners sold 4,221 Wintrust Financial shares in Q2 2026, an estimated $635K.
  • Wintrust Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1467 holding.
  • Cerity Partners first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's Wintrust Financial position peaked at $3.25M in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.