IP
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Interval Partners’s Wintrust Financial WTFC Stock Holding History

Interval Partners’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
-59,269
Closed -$8.29M – 409
2025
Q4 		$8.29M Buy
+59,269
New +$7.88M 0.15% 161
2025
Q3 		– Sell
-16,142
Closed -$2M – 485
2025
Q2 		$2M Buy
+16,142
New +$1.85M 0.03% 284
2024
Q3 		– Sell
-16,471
Closed -$1.62M – 467
2024
Q2 		$1.62M Sell
16,471
-27,959
-63% -$2.74M 0.04% 319
2024
Q1 		$4.64M Sell
44,430
-36,983
-45% -$3.57M 0.13% 182
2023
Q4 		$7.55M Sell
81,413
-33,832
-29% -$2.8M 0.22% 135
2023
Q3 		$8.7M Buy
115,245
+30,645
+36% +$2.41M 0.26% 108
2023
Q2 		$6.14M Sell
84,600
-16,484
-16% -$1.12M 0.22% 102
2023
Q1 		$7.37M Buy
101,084
+5,026
+5% +$430K 0.29% 94
2022
Q4 		$8.12M Buy
96,058
+23,816
+33% +$2.1M 0.48% 65
2022
Q3 		$5.89M Buy
+72,242
New +$6.13M 0.26% 113
2019
Q3 		– Sell
-167,896
Closed -$12.3M – 270
2019
Q2 		$12.3M Sell
167,896
-25,830
-13% -$1.89M 0.49% 51
2019
Q1 		$13M Buy
+193,726
New +$13.8M 0.5% 55

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Interval Partners's WTFC Position: Q1 2026 in Review

Interval Partners sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 59,269 shares — an estimated $8.29M sold.

Interval Partners first reported a position in WTFC in Q1 2019 and held it in 12 quarters. The position peaked at $13M in Q1 2019. 557 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Interval Partners reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • Interval Partners sold 59,269 Wintrust Financial shares in Q1 2026, an estimated $8.29M.
  • Interval Partners first reported a position in Wintrust Financial in Q1 2019 and held it in 12 quarters.
  • Interval Partners's Wintrust Financial position peaked at $13M in Q1 2019.
  • 557 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.