CI Investments Inc
WTFC icon

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 – 1255
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return