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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CX Institutional's WTFC Position: Q2 2026 in Review

CX Institutional held its Wintrust Financial (WTFC) position steady in Q2 2026 at 22 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

CX Institutional first reported a position in WTFC in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.39M in Q1 2023. 595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • CX Institutional held 22 shares of Wintrust Financial worth $4K as of Q2 2026.
  • CX Institutional left its Wintrust Financial share count unchanged in Q2 2026.
  • Wintrust Financial made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1401 holding.
  • CX Institutional first reported a position in Wintrust Financial in Q1 2023 and has held it in 4 quarters since.
  • CX Institutional's Wintrust Financial position peaked at $1.39M in Q1 2023.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.