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InceptionR’s Wintrust Financial WTFC Stock Holding History

InceptionR’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
2025
Q4 		– Sell
-1,711
Closed -$227K – 906
2025
Q3 		$227K Buy
+1,711
New +$226K 0.05% 567
2025
Q1 		– Sell
-2,758
Closed -$344K – 871
2024
Q4 		$344K Buy
+2,758
New +$341K 0.08% 415
2024
Q1 		– Sell
-3,723
Closed -$345K – 741
2023
Q4 		$345K Buy
+3,723
New +$308K 0.25% 183

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

InceptionR's WTFC Position: Q4 2025 in Review

InceptionR sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 1,711 shares — an estimated $227K sold.

InceptionR first reported a position in WTFC in Q4 2023 and held it in 3 quarters. The position peaked at $345K in Q4 2023. 526 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • InceptionR reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 1,711 Wintrust Financial shares in Q4 2025, an estimated $227K.
  • InceptionR first reported a position in Wintrust Financial in Q4 2023 and held it in 3 quarters.
  • InceptionR's Wintrust Financial position peaked at $345K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.