CI Investments Inc
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CI Investments Inc’s Wintrust Financial WTFC Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-436
Closed -$58K – 1254
2025
Q3 		$58K Sell
436
-110
-20% -$14.5K ﹤0.01% 998
2025
Q2 		$68K Sell
546
-80
-13% -$9.18K ﹤0.01% 981
2025
Q1 		$70K Sell
626
-71
-10% -$8.77K ﹤0.01% 998
2024
Q4 		$87K Sell
697
-101
-13% -$12.5K ﹤0.01% 969
2024
Q3 		$87K Buy
798
+108
+16% +$11.3K ﹤0.01% 887
2024
Q2 		$68K Buy
690
+6
+0.9% +$588 ﹤0.01% 910
2024
Q1 		$71K Buy
684
+127
+23% +$12.3K ﹤0.01% 957
2023
Q4 		$52K Buy
557
+160
+40% +$13.2K ﹤0.01% 976
2023
Q3 		$30K Buy
397
+4
+1% +$315 ﹤0.01% 1055
2023
Q2 		$29K Buy
393
+66
+20% +$4.5K ﹤0.01% 1058
2023
Q1 		$24K Buy
327
+25
+8% +$2.14K ﹤0.01% 1040
2022
Q4 		$26K Buy
302
+62
+26% +$5.48K ﹤0.01% 1050
2022
Q3 		$20K Sell
240
-13
-5% -$1.1K ﹤0.01% 1036
2022
Q2 		$20K Sell
253
-197
-44% -$17K ﹤0.01% 976
2022
Q1 		$42K Hold
450
– – ﹤0.01% 982
2021
Q4 		$41K Sell
450
-216
-32% -$19.3K ﹤0.01% 1029
2021
Q3 		$54K Buy
666
+48
+8% +$3.54K ﹤0.01% 961
2021
Q2 		$47K Buy
618
+233
+61% +$18.2K ﹤0.01% 969
2021
Q1 		$29K Hold
385
– – ﹤0.01% 940
2020
Q4 		$24K Buy
385
+100
+35% +$5.38K ﹤0.01% 914
2020
Q3 		$11K Buy
+285
New +$12.2K ﹤0.01% 910

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

CI Investments Inc's WTFC Position: Q4 2025 in Review

CI Investments Inc sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 436 shares — an estimated $58K sold.

CI Investments Inc first reported a position in WTFC in Q3 2020 and held it in 21 quarters. The position peaked at $87K in Q4 2024. 527 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • CI Investments Inc reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 436 Wintrust Financial shares in Q4 2025, an estimated $58K.
  • CI Investments Inc first reported a position in Wintrust Financial in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's Wintrust Financial position peaked at $87K in Q4 2024.
  • 527 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.