CIBC Asset Management
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CIBC Asset Management’s Wintrust Financial WTFC Stock Holding History

CIBC Asset Management’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 		$334K Buy
2,080
+160
+8% +$24.1K ﹤0.01% 979
2026
Q1 		$267K Hold
1,920
– – ﹤0.01% 1056
2025
Q4 		$268K Hold
1,920
– – ﹤0.01% 1036
2025
Q3 		$254K Hold
1,920
– – ﹤0.01% 1014
2025
Q2 		$238K Hold
1,920
– – ﹤0.01% 1007
2025
Q1 		$216K Buy
1,920
+38
+2% +$4.7K ﹤0.01% 1033
2024
Q4 		$235K Buy
+1,882
New +$232K ﹤0.01% 1019
2017
Q1 		– Sell
-6,435
Closed -$467K – 986
2016
Q4 		$467K Buy
6,435
+122
+2% +$7.58K ﹤0.01% 702
2016
Q3 		$351K Hold
6,313
– – ﹤0.01% 747
2016
Q2 		$322K Buy
6,313
+369
+6% +$18.5K ﹤0.01% 751
2016
Q1 		$264K Buy
5,944
+27
+0.5% +$1.16K ﹤0.01% 787
2015
Q4 		$287K Buy
5,917
+323
+6% +$16.5K ﹤0.01% 769
2015
Q3 		$299K Hold
5,594
– – ﹤0.01% 763
2015
Q2 		$299K Buy
5,594
+196
+4% +$9.87K ﹤0.01% 786
2015
Q1 		$257K Buy
5,398
+48
+0.9% +$2.22K ﹤0.01% 825
2014
Q4 		$250K Sell
5,350
-197
-4% -$8.92K ﹤0.01% 817
2014
Q3 		$248K Buy
+5,547
New +$257K ﹤0.01% 837
2014
Q2 		– Sell
-5,547
Closed -$270K – 942
2014
Q1 		$270K Buy
+5,547
New +$255K ﹤0.01% 843

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

CIBC Asset Management's WTFC Position: Q2 2026 in Review

CIBC Asset Management increased its Wintrust Financial (WTFC) stake by 8.3% in Q2 2026, buying an estimated $24.1K and bringing the position to 2,080 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

CIBC Asset Management first reported a position in WTFC in Q1 2014 and has held it in 18 quarters since. The position peaked at $467K in Q4 2016. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • CIBC Asset Management held 2,080 shares of Wintrust Financial worth $334K as of Q2 2026.
  • CIBC Asset Management bought 160 Wintrust Financial shares in Q2 2026, an estimated $24.1K.
  • Wintrust Financial made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #979 holding.
  • CIBC Asset Management first reported a position in Wintrust Financial in Q1 2014 and has held it in 18 quarters since.
  • CIBC Asset Management's Wintrust Financial position peaked at $467K in Q4 2016.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.