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CoreCap Advisors’s Wintrust Financial WTFC Stock Holding History

CoreCap 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 		$19.9K Buy
124
+4
+3% +$602 ﹤0.01% 1794
2026
Q1 		$16.7K Buy
120
+5
+4% +$725 ﹤0.01% 1743
2025
Q4 		$16.1K Buy
115
+29
+34% +$3.86K ﹤0.01% 1770
2025
Q3 		$11.4K Sell
86
-17
-17% -$2.25K ﹤0.01% 1884
2025
Q2 		$12.8K Buy
103
+2
+2% +$229 ﹤0.01% 1772
2025
Q1 		$11.4K Buy
101
+31
+44% +$3.83K ﹤0.01% 1767
2024
Q4 		$8.73K Buy
70
+12
+21% +$1.48K ﹤0.01% 1824
2024
Q3 		$6.29K Buy
58
+27
+87% +$2.82K ﹤0.01% 1922
2024
Q2 		$3.06K Sell
31
-189
-86% -$18.5K ﹤0.01% 1244
2024
Q1 		$23K Buy
+220
New +$21.2K ﹤0.01% 1416
2022
Q4 		$81K Buy
+958
New +$84.6K 0.01% 809
2022
Q3 		– Sell
-950
Closed -$76K – 2120
2022
Q2 		$76K Buy
+950
New +$81.8K 0.01% 794
2022
Q1 		– Sell
-950
Closed -$86K – 2117
2021
Q4 		$86K Buy
+950
New +$84.8K 0.01% 808

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

CoreCap Advisors's WTFC Position: Q2 2026 in Review

CoreCap Advisors increased its Wintrust Financial (WTFC) stake by 3.3% in Q2 2026, buying an estimated $602 and bringing the position to 124 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

CoreCap Advisors first reported a position in WTFC in Q4 2021 and has held it in 13 quarters since. The position peaked at $86K in Q4 2021. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • CoreCap Advisors held 124 shares of Wintrust Financial worth $19.9K as of Q2 2026.
  • CoreCap Advisors bought 4 Wintrust Financial shares in Q2 2026, an estimated $602.
  • Wintrust Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1794 holding.
  • CoreCap Advisors first reported a position in Wintrust Financial in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Wintrust Financial position peaked at $86K in Q4 2021.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.