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Global Alpha Capital Management’s Wintrust Financial WTFC Stock Holding History

Global Alpha Capital Management’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 		$32.6M Sell
234,380
-1,904
-0.8% -$276K 1.96% 26
2025
Q4 		$33M Sell
236,284
-16,919
-7% -$2.25M 2.02% 24
2025
Q3 		$33.5M Sell
253,203
-54,110
-18% -$7.15M 1.92% 24
2025
Q2 		$38.1M Buy
307,313
+13,400
+5% +$1.54M 2.38% 19
2025
Q1 		$33.1M Sell
293,913
-3,120
-1% -$386K 2.41% 18
2024
Q4 		$37M Sell
297,033
-64,220
-18% -$7.93M 2.69% 14
2024
Q3 		$39.2M Buy
361,253
+6,200
+2% +$647K 2.55% 16
2024
Q2 		$35M Buy
355,053
+11,800
+3% +$1.16M 2.55% 12
2024
Q1 		$35.8M Sell
343,253
-135,540
-28% -$13.1M 2.66% 14
2023
Q4 		$44.4M Buy
478,793
+42,200
+10% +$3.49M 3.57% 7
2023
Q3 		$33M Buy
436,593
+200
+0% +$15.7K 3.31% 9
2023
Q2 		$31.7M Sell
436,393
-11,600
-3% -$791K 2.97% 13
2023
Q1 		$32.7M Buy
447,993
+12,373
+3% +$1.06M 2.97% 12
2022
Q4 		$36.8M Sell
435,620
-32,300
-7% -$2.85M 3.6% 8
2022
Q3 		$38.2M Buy
467,920
+46,500
+11% +$3.95M 3.81% 6
2022
Q2 		$33.8M Sell
421,420
-42,500
-9% -$3.66M 3.65% 8
2022
Q1 		$43.1M Buy
463,920
+83,080
+22% +$8.09M 3.7% 10
2021
Q4 		$34.6M Buy
380,840
+55,690
+17% +$4.97M 3.35% 11
2021
Q3 		$26.1M Sell
325,150
-3,700
-1% -$273K 2.9% 15
2021
Q2 		$24.9M Buy
328,850
+37,540
+13% +$2.93M 2.7% 17
2021
Q1 		$22.1M Buy
291,310
+130,380
+81% +$9.32M 2.58% 18
2020
Q4 		$9.83M Sell
160,930
-9,100
-5% -$490K 1.21% 29
2020
Q3 		$6.81M Sell
170,030
-21,920
-11% -$938K 1.05% 33
2020
Q2 		$8.37M Sell
191,950
-136,750
-42% -$5.46M 1.33% 32
2020
Q1 		$10.8M Buy
328,700
+96,800
+42% +$5.37M 1.95% 20
2019
Q4 		$16.4M Buy
+231,900
New +$15.5M 2.44% 15

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

Global Alpha Capital Management's WTFC Position: Q1 2026 in Review

Global Alpha Capital Management reduced its Wintrust Financial (WTFC) stake by 0.81% in Q1 2026, selling an estimated $276K and leaving 234,380 shares worth $32.6M. The position accounts for 1.96% of the portfolio, ranked #26.

Global Alpha Capital Management first reported a position in WTFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $44.4M in Q4 2023. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Global Alpha Capital Management held 234,380 shares of Wintrust Financial worth $32.6M as of Q1 2026.
  • Global Alpha Capital Management sold 1,904 Wintrust Financial shares in Q1 2026, an estimated $276K.
  • Wintrust Financial made up 1.96% of Global Alpha Capital Management's portfolio in Q1 2026, its #26 holding.
  • Global Alpha Capital Management first reported a position in Wintrust Financial in Q4 2019 and has held it in 26 quarters since.
  • Global Alpha Capital Management's Wintrust Financial position peaked at $44.4M in Q4 2023.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Global Alpha Capital Management's 13F filing for Q1 2026, filed 11 May 2026.