IEQ Capital’s Wintrust Financial WTFC Stock Holding History

IEQ Capital’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	–	Sell	-16,042	Closed	-$2.24M	–	2100
2025 Q4	$2.24M	Buy	16,042 +1,205	+8%	+$160K	0.01%	752
2025 Q3	$1.96M	Buy	+14,837	New	+$1.96M	0.01%	774

Other funds holding WTFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IEQ Capital's WTFC Position: Q1 2026 in Review

IEQ Capital sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 16,042 shares — an estimated $2.24M sold.

IEQ Capital first reported a position in WTFC in Q3 2025 and held it in 2 quarters. The position peaked at $2.24M in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

IEQ Capital reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 16,042 Wintrust Financial shares in Q1 2026, an estimated $2.24M.
IEQ Capital first reported a position in Wintrust Financial in Q3 2025 and held it in 2 quarters.
IEQ Capital's Wintrust Financial position peaked at $2.24M in Q4 2025.
553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.