Citigroup
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Citigroup’s Wintrust Financial WTFC Stock Holding History

Citigroup’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
2021
Q2 		– Sell
-48,800
Closed -$3.7M – 6434
2021
Q1 		$3.7M Buy
+48,800
New +$3.49M ﹤0.01% 2026

Other funds holding WTFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup's WTFC Position: Q3 2026 in Review

Citigroup increased its Wintrust Financial (WTFC) stake by 91% in Q3 2026, buying an estimated $6.08M and bringing the position to 81,869 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Citigroup first reported a position in WTFC in Q2 2013 and has held it in 54 quarters since. The position peaked at $48.3M in Q4 2018. 456 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Citigroup held 81,869 shares of Wintrust Financial worth $11.6M as of Q3 2026.
  • Citigroup bought 39,045 Wintrust Financial shares in Q3 2026, an estimated $6.08M.
  • Wintrust Financial made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #1509 holding.
  • Citigroup first reported a position in Wintrust Financial in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's Wintrust Financial position peaked at $48.3M in Q4 2018.
  • 456 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.