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 $6.73T 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

Citigroup's WTFC Position: Q2 2026 in Review

Citigroup reduced its Wintrust Financial (WTFC) stake by 19% in Q2 2026, selling an estimated $1.49M and leaving 42,824 shares worth $6.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Citigroup first reported a position in WTFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $48.3M in Q4 2018. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Citigroup held 42,824 shares of Wintrust Financial worth $6.88M as of Q2 2026.
  • Citigroup sold 9,883 Wintrust Financial shares in Q2 2026, an estimated $1.49M.
  • Wintrust Financial made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #1878 holding.
  • Citigroup first reported a position in Wintrust Financial in Q2 2013 and has held it in 53 quarters since.
  • Citigroup's Wintrust Financial position peaked at $48.3M in Q4 2018.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.