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
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 $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