Cetera Investment Advisers
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Cetera Investment Advisers’s Wintrust Financial WTFC Stock Holding History

Cetera Investment Advisers’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 		$7.19M Buy
44,745
+923
+2% +$139K 0.01% 1356
2026
Q1 		$6.09M Buy
43,822
+5,088
+13% +$737K 0.01% 1367
2025
Q4 		$5.42M Buy
38,734
+76
+0.2% +$10.1K 0.01% 1412
2025
Q3 		$5.12M Buy
38,658
+11,060
+40% +$1.46M 0.01% 1393
2025
Q2 		$3.42M Buy
27,598
+7,935
+40% +$910K 0.01% 1464
2025
Q1 		$2.21M Buy
19,663
+3,873
+25% +$479K ﹤0.01% 1674
2024
Q4 		$1.97M Buy
15,790
+2,132
+16% +$263K ﹤0.01% 1676
2024
Q3 		$1.48M Buy
13,658
+859
+7% +$89.6K ﹤0.01% 1823
2024
Q2 		$1.26M Sell
12,799
-21
-0.2% -$2.06K ﹤0.01% 1906
2024
Q1 		$1.34M Buy
12,820
+9,797
+324% +$946K ﹤0.01% 1849
2023
Q4 		$280K Buy
+3,023
New +$250K ﹤0.01% 1818

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

Cetera Investment Advisers's WTFC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Wintrust Financial (WTFC) stake by 2.1% in Q2 2026, buying an estimated $139K and bringing the position to 44,745 shares worth $7.19M. The position accounts for 0.01% of the portfolio, ranked #1356.

Cetera Investment Advisers first reported a position in WTFC in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Cetera Investment Advisers held 44,745 shares of Wintrust Financial worth $7.19M as of Q2 2026.
  • Cetera Investment Advisers bought 923 Wintrust Financial shares in Q2 2026, an estimated $139K.
  • Wintrust Financial made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1356 holding.
  • Cetera Investment Advisers first reported a position in Wintrust Financial in Q4 2023 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.