CI
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CX Institutional’s Wintrust Financial WTFC Stock Holding History

CX Institutional’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 		$3K Hold
22
– – ﹤0.01% 1527
2026
Q2 		$4K Hold
22
– – ﹤0.01% 1401
2026
Q1 		$3K Buy
+22
New +$3.19K ﹤0.01% 1424
2023
Q3 		– Sell
-5,648
Closed -$410K – 557
2023
Q2 		$410K Sell
5,648
-13,616
-71% -$928K 0.02% 373
2023
Q1 		$1.39M Buy
+19,264
New +$1.65M 0.07% 252

Other funds holding WTFC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

CX Institutional's WTFC Position: Q3 2026 in Review

CX Institutional held its Wintrust Financial (WTFC) position steady in Q3 2026 at 22 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

CX Institutional first reported a position in WTFC in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.39M in Q1 2023. 17 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • CX Institutional held 22 shares of Wintrust Financial worth $3K as of Q3 2026.
  • CX Institutional left its Wintrust Financial share count unchanged in Q3 2026.
  • Wintrust Financial made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1527 holding.
  • CX Institutional first reported a position in Wintrust Financial in Q1 2023 and has held it in 5 quarters since.
  • CX Institutional's Wintrust Financial position peaked at $1.39M in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.