Counterpoint Mutual Funds
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Counterpoint Mutual Funds’s Wintrust Financial WTFC Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-1,991
Closed -$320K – 493
2026
Q2 		$320K Buy
+1,991
New +$300K 0.03% 234
2023
Q1 		– Sell
-1,632
Closed -$138K – 493
2022
Q4 		$138K Buy
+1,632
New +$144K 0.15% 160

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Mutual of America Capital Management
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Counterpoint Mutual Funds's WTFC Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of Wintrust Financial (WTFC) in Q3 2026, closing a stake of 1,991 shares — an estimated $320K sold.

Counterpoint Mutual Funds first reported a position in WTFC in Q4 2022 and held it in 2 quarters. The position peaked at $320K in Q2 2026. 102 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining Wintrust Financial position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 1,991 Wintrust Financial shares in Q3 2026, an estimated $320K.
  • Counterpoint Mutual Funds first reported a position in Wintrust Financial in Q4 2022 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Wintrust Financial position peaked at $320K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.