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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
Q2 		$309K Buy
1,925
+329
+21% +$49.5K 0.02% 156
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 $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

Clearwater Capital Advisors's WTFC Position: Q2 2026 in Review

Clearwater Capital Advisors increased its Wintrust Financial (WTFC) stake by 21% in Q2 2026, buying an estimated $49.5K and bringing the position to 1,925 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #156.

Clearwater Capital Advisors first reported a position in WTFC in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Clearwater Capital Advisors held 1,925 shares of Wintrust Financial worth $309K as of Q2 2026.
  • Clearwater Capital Advisors bought 329 Wintrust Financial shares in Q2 2026, an estimated $49.5K.
  • Wintrust Financial made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #156 holding.
  • Clearwater Capital Advisors first reported a position in Wintrust Financial in Q4 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.