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Lighthouse Investment Partners’s Wintrust Financial WTFC Stock Holding History

Lighthouse Investment 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
-40,294
Closed -$5.63M – 1101
2025
Q4 		$5.63M Sell
40,294
-7,923
-16% -$1.05M 0.17% 170
2025
Q3 		$6.39M Buy
48,217
+7,400
+18% +$977K 0.19% 148
2025
Q2 		$5.06M Sell
40,817
-14,481
-26% -$1.66M 0.19% 165
2025
Q1 		$6.22M Buy
55,298
+47,261
+588% +$5.84M 0.26% 131
2024
Q4 		$1M Buy
+8,037
New +$993K 0.03% 365

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 $3.38T AUM 44.17% 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

Lighthouse Investment Partners's WTFC Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 40,294 shares — an estimated $5.63M sold.

Lighthouse Investment Partners first reported a position in WTFC in Q4 2024 and held it in 5 quarters. The position peaked at $6.39M in Q3 2025. 558 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Lighthouse Investment Partners reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • Lighthouse Investment Partners sold 40,294 Wintrust Financial shares in Q1 2026, an estimated $5.63M.
  • Lighthouse Investment Partners first reported a position in Wintrust Financial in Q4 2024 and held it in 5 quarters.
  • Lighthouse Investment Partners's Wintrust Financial position peaked at $6.39M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.