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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
Q2 		– Sell
-234,380
Closed -$32.6M – 56
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 $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

Global Alpha Capital Management's WTFC Position: Q2 2026 in Review

Global Alpha Capital Management sold out of Wintrust Financial (WTFC) in Q2 2026, closing a stake of 234,380 shares — an estimated $32.6M sold.

Global Alpha Capital Management first reported a position in WTFC in Q4 2019 and held it in 26 quarters. The position peaked at $44.4M in Q4 2023. 598 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Global Alpha Capital Management reported no remaining Wintrust Financial position as of Q2 2026 after selling out during the quarter.
  • Global Alpha Capital Management sold 234,380 Wintrust Financial shares in Q2 2026, an estimated $32.6M.
  • Global Alpha Capital Management first reported a position in Wintrust Financial in Q4 2019 and held it in 26 quarters.
  • Global Alpha Capital Management's Wintrust Financial position peaked at $44.4M in Q4 2023.
  • 598 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Global Alpha Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.