Maltese Capital Management’s Wintrust Financial WTFC Stock Holding History

Maltese Capital Management’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	$1.28M	Sell	9,214 -9,786	-52%	-$1.42M	0.25%	92
2025 Q4	$2.66M	Sell	19,000 -4,727	-20%	-$629K	0.47%	75
2025 Q3	$3.14M	Sell	23,727 -56,273	-70%	-$7.43M	0.48%	71
2025 Q2	$9.92M	Sell	80,000 -29,500	-27%	-$3.38M	1.39%	24
2025 Q1	$12.3M	Buy	109,500 +39,400	+56%	+$4.87M	2%	15
2024 Q4	$8.74M	Sell	70,100 -93,500	-57%	-$11.5M	1.33%	26
2024 Q3	$17.8M	Sell	163,600 -53,900	-25%	-$5.62M	2.72%	6
2024 Q2	$21.4M	Buy	217,500 +22,500	+12%	+$2.2M	3.96%	4
2024 Q1	$20.4M	Buy	195,000 +125,000	+179%	+$12.1M	3.92%	4
2023 Q4	$6.49M	Buy	70,000 +10,000	+17%	+$827K	1.83%	21
2023 Q3	$4.53M	Sell	60,000 -45,000	-43%	-$3.54M	1.72%	16
2023 Q2	$7.63M	Sell	105,000 -5,000	-5%	-$341K	2.64%	7
2023 Q1	$8.02M	Buy	110,000 +67,500	+159%	+$5.77M	2.99%	3
2022 Q4	$3.59M	Buy	42,500 +12,500	+42%	+$1.1M	1%	44
2022 Q3	$2.45M	Buy	+30,000	New	+$2.55M	0.56%	72
2022 Q1	–	Sell	-15,000	Closed	-$1.36M	–	151
2021 Q4	$1.36M	Sell	15,000 -14,000	-48%	-$1.25M	0.22%	116
2021 Q3	$2.33M	Sell	29,000 -71,000	-71%	-$5.24M	0.4%	84
2021 Q2	$7.56M	Buy	100,000 +75,000	+300%	+$5.86M	1.2%	29
2021 Q1	$1.9M	Sell	25,000 -85,000	-77%	-$6.07M	0.25%	106
2020 Q4	$6.72M	Sell	110,000 -185,000	-63%	-$9.95M	1.04%	36
2020 Q3	$11.8M	Sell	295,000 -73,538	-20%	-$3.15M	2.01%	6
2020 Q2	$16.1M	Sell	368,538 -36,595	-9%	-$1.46M	2.16%	6
2020 Q1	$13.3M	Buy	405,133 +257,586	+175%	+$14.3M	1.9%	7
2019 Q4	$10.5M	Buy	147,547 +47,497	+47%	+$3.17M	0.88%	40
2019 Q3	$6.47M	Buy	+100,050	New	+$6.63M	0.55%	70
2019 Q1	–	Sell	-52,500	Closed	-$3.49M	–	217
2018 Q4	$3.49M	Buy	+52,500	New	+$3.99M	0.29%	106
2017 Q3	–	Sell	-27,311	Closed	-$2.09M	–	210
2017 Q2	$2.09M	Sell	27,311 -92,689	-77%	-$6.64M	0.2%	130
2017 Q1	$8.29M	Buy	120,000 +20,000	+20%	+$1.44M	0.9%	36
2016 Q4	$7.26M	Sell	100,000 -20,000	-17%	-$1.24M	0.65%	51
2016 Q3	$6.67M	Sell	120,000 -10,000	-8%	-$538K	0.81%	40
2016 Q2	$6.63M	Sell	130,000 -80,000	-38%	-$4M	0.83%	36
2016 Q1	$9.31M	Buy	210,000 +80,400	+62%	+$3.44M	1.21%	20
2015 Q4	$6.29M	Buy	+129,600	New	+$6.61M	0.73%	47
2015 Q3	–	Sell	-50,000	Closed	-$2.67M	–	230
2015 Q2	$2.67M	Sell	50,000 -56,800	-53%	-$2.86M	0.3%	110
2015 Q1	$5.09M	Buy	106,800 +55,800	+109%	+$2.58M	0.59%	61
2014 Q4	$2.38M	Buy	+51,000	New	+$2.31M	0.28%	124
2014 Q3	–	Sell	-90,000	Closed	-$4.14M	–	213
2014 Q2	$4.14M	Sell	90,000 -10,000	-10%	-$453K	0.54%	70
2014 Q1	$4.87M	Sell	100,000 -42,600	-30%	-$1.96M	0.59%	63
2013 Q4	$6.58M	Sell	142,600 -295,800	-67%	-$13.1M	0.68%	50
2013 Q3	$18M	Sell	438,400 -70,000	-14%	-$2.85M	1.89%	7
2013 Q2	$19.5M	Buy	+508,400	New	+$18.7M	2.04%	5

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

Maltese Capital Management's WTFC Position: Q1 2026 in Review

Maltese Capital Management reduced its Wintrust Financial (WTFC) stake by 52% in Q1 2026, selling an estimated $1.42M and leaving 9,214 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #92.

Maltese Capital Management first reported a position in WTFC in Q2 2013 and has held it in 41 quarters since. The position peaked at $21.4M in Q2 2024. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

Maltese Capital Management held 9,214 shares of Wintrust Financial worth $1.28M as of Q1 2026.
Maltese Capital Management sold 9,786 Wintrust Financial shares in Q1 2026, an estimated $1.42M.
Wintrust Financial made up 0.25% of Maltese Capital Management's portfolio in Q1 2026, its #92 holding.
Maltese Capital Management first reported a position in Wintrust Financial in Q2 2013 and has held it in 41 quarters since.
Maltese Capital Management's Wintrust Financial position peaked at $21.4M in Q2 2024.
553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

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