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Kera Capital Partners’s Wintrust Financial WTFC Stock Holding History

Kera Capital 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
Q2 		$397K Buy
+2,473
New +$372K 0.04% 394

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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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

Kera Capital Partners's WTFC Position: Q2 2026 in Review

Kera Capital Partners opened a new position in Wintrust Financial (WTFC) in Q2 2026: 2,473 shares worth $397K. The stake represents 0.04% of the portfolio and ranks #394 among its holdings.

595 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

  • Kera Capital Partners held 2,473 shares of Wintrust Financial worth $397K as of Q2 2026.
  • Wintrust Financial was a new Kera Capital Partners position in Q2 2026.
  • Wintrust Financial made up 0.04% of Kera Capital Partners's portfolio in Q2 2026, its #394 holding.
  • 595 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.