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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's WTFC Position: Q1 2026 in Review

Cerity Partners reduced its Wintrust Financial (WTFC) stake by 9.8% in Q1 2026, selling an estimated $310K and leaving 19,756 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Cerity Partners first reported a position in WTFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.25M in Q3 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Cerity Partners held 19,756 shares of Wintrust Financial worth $2.74M as of Q1 2026.
Cerity Partners sold 2,142 Wintrust Financial shares in Q1 2026, an estimated $310K.
Wintrust Financial made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1308 holding.
Cerity Partners first reported a position in Wintrust Financial in Q4 2023 and has held it in 10 quarters since.
Cerity Partners's Wintrust Financial position peaked at $3.25M in Q3 2025.
553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.