Corient Private Wealth
WTFC icon

Corient Private Wealth’s Wintrust Financial WTFC Stock Holding History

Corient Private Wealth’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 		$7.04M Buy
50,769
+3,485
+7% +$505K 0.01% 743
2025
Q4 		$3.15M Buy
47,284
+37,967
+408% +$5.05M ﹤0.01% 1278
2025
Q3 		$1.23M Buy
9,317
+557
+6% +$73.5K ﹤0.01% 1324
2025
Q2 		$1.09M Buy
8,760
+972
+12% +$111K ﹤0.01% 1325
2025
Q1 		$876K Sell
7,788
-1,152
-13% -$142K ﹤0.01% 1331
2024
Q4 		$1.11M Sell
8,940
-1,223
-12% -$151K ﹤0.01% 1273
2024
Q3 		$1.1M Buy
10,163
+5,323
+110% +$555K ﹤0.01% 1359
2024
Q2 		$477K Buy
4,840
+12
+0.2% +$1.18K ﹤0.01% 1668
2024
Q1 		$504K Sell
4,828
-1,009
-17% -$97.4K ﹤0.01% 1624
2023
Q4 		$541K Buy
+5,837
New +$483K ﹤0.01% 1579

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

Corient Private Wealth's WTFC Position: Q1 2026 in Review

Corient Private Wealth increased its Wintrust Financial (WTFC) stake by 7.4% in Q1 2026, buying an estimated $505K and bringing the position to 50,769 shares worth $7.04M. The position accounts for 0.01% of the portfolio, ranked #743.

Corient Private Wealth first reported a position in WTFC in Q4 2023 and has held it in 10 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Corient Private Wealth held 50,769 shares of Wintrust Financial worth $7.04M as of Q1 2026.
  • Corient Private Wealth bought 3,485 Wintrust Financial shares in Q1 2026, an estimated $505K.
  • Wintrust Financial made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #743 holding.
  • Corient Private Wealth first reported a position in Wintrust Financial in Q4 2023 and has held it in 10 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.