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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
Q3 		$18.3K Buy
129
+5
+4% +$778 ﹤0.01% 1831
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CoreCap Advisors's WTFC Position: Q3 2026 in Review

CoreCap Advisors increased its Wintrust Financial (WTFC) stake by 4% in Q3 2026, buying an estimated $778 and bringing the position to 129 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

CoreCap Advisors first reported a position in WTFC in Q4 2021 and has held it in 14 quarters since. The position peaked at $86K in Q4 2021. 15 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • CoreCap Advisors held 129 shares of Wintrust Financial worth $18.3K as of Q3 2026.
  • CoreCap Advisors bought 5 Wintrust Financial shares in Q3 2026, an estimated $778.
  • Wintrust Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1831 holding.
  • CoreCap Advisors first reported a position in Wintrust Financial in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Wintrust Financial position peaked at $86K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.