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Clearwater Capital Advisors’s Wintrust Financial WTFC Stock Holding History

Clearwater Capital Advisors’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
Q1 		$222K Buy
1,596
+109
+7% +$15.8K 0.02% 163
2025
Q4 		$208K Buy
+1,487
New +$198K 0.02% 159

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearwater Capital Advisors's WTFC Position: Q1 2026 in Review

Clearwater Capital Advisors increased its Wintrust Financial (WTFC) stake by 7.3% in Q1 2026, buying an estimated $15.8K and bringing the position to 1,596 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #163.

Clearwater Capital Advisors first reported a position in WTFC in Q4 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Clearwater Capital Advisors held 1,596 shares of Wintrust Financial worth $222K as of Q1 2026.
  • Clearwater Capital Advisors bought 109 Wintrust Financial shares in Q1 2026, an estimated $15.8K.
  • Wintrust Financial made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #163 holding.
  • Clearwater Capital Advisors first reported a position in Wintrust Financial in Q4 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.