Connor, Clark & Lunn Investment Management (CC&L)’s Wintrust Financial WTFC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2025 Q3	–	Sell	-5,915	Closed	-$733K	–	1748
2025 Q2	$733K	Sell	5,915 -13,992	-70%	-$1.6M	﹤0.01%	1143
2025 Q1	$2.24M	Buy	+19,907	New	+$2.46M	0.01%	701
2020 Q1	–	Sell	-8,700	Closed	-$617K	–	1189
2019 Q4	$617K	Buy	+8,700	New	+$580K	﹤0.01%	628
2019 Q3	–	Sell	-4,325	Closed	-$316K	–	1105
2019 Q2	$316K	Buy	+4,325	New	+$316K	﹤0.01%	816
2017 Q2	–	Sell	-13,575	Closed	-$938K	–	966
2017 Q1	$938K	Sell	13,575 -10,600	-44%	-$762K	0.01%	503
2016 Q4	$1.75M	Buy	+24,175	New	+$1.5M	0.01%	388

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s WTFC Position: Q3 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 5,915 shares — an estimated $733K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in WTFC in Q4 2016 and held it in 6 quarters. The position peaked at $2.24M in Q1 2025. 478 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 5,915 Wintrust Financial shares in Q3 2025, an estimated $733K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Wintrust Financial in Q4 2016 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Wintrust Financial position peaked at $2.24M in Q1 2025.
478 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2025, filed 13 Nov 2025.