CFD
WTFC icon

Creative Financial Designs’s Wintrust Financial WTFC Stock Holding History

Creative Financial Designs’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 		$59.5K Buy
428
+199
+87% +$28.8K ﹤0.01% 845
2025
Q4 		$32K Buy
229
+160
+232% +$21.3K ﹤0.01% 1019
2025
Q3 		$9.14K Hold
69
– – ﹤0.01% 1392
2025
Q2 		$8.55K Sell
69
-19
-22% -$2.18K ﹤0.01% 1385
2025
Q1 		$9.9K Buy
88
+19
+28% +$2.35K ﹤0.01% 1307
2024
Q4 		$8.61K Hold
69
– – ﹤0.01% 1292
2024
Q3 		$7.49K Sell
69
-22
-24% -$2.29K ﹤0.01% 1282
2024
Q2 		$8.97K Hold
91
– – ﹤0.01% 1184
2024
Q1 		$9.5K Hold
91
– – ﹤0.01% 1159
2023
Q4 		$8.44K Hold
91
– – ﹤0.01% 1145
2023
Q3 		$6.87K Hold
91
– – ﹤0.01% 1116
2023
Q2 		$6.61K Buy
91
+37
+69% +$2.52K ﹤0.01% 1113
2023
Q1 		$3.94K Buy
+54
New +$4.62K ﹤0.01% 1168

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

Creative Financial Designs's WTFC Position: Q1 2026 in Review

Creative Financial Designs increased its Wintrust Financial (WTFC) stake by 87% in Q1 2026, buying an estimated $28.8K and bringing the position to 428 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Creative Financial Designs first reported a position in WTFC in Q1 2023 and has held it in 13 quarters since. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Creative Financial Designs held 428 shares of Wintrust Financial worth $59.5K as of Q1 2026.
  • Creative Financial Designs bought 199 Wintrust Financial shares in Q1 2026, an estimated $28.8K.
  • Wintrust Financial made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #845 holding.
  • Creative Financial Designs first reported a position in Wintrust Financial in Q1 2023 and has held it in 13 quarters since.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.