Rockefeller Capital Management
WTFC icon

Rockefeller Capital Management’s Wintrust Financial WTFC Stock Holding History

Rockefeller 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 		$789K Sell
5,680
-1,332
-19% -$193K ﹤0.01% 1733
2025
Q4 		$980K Buy
7,012
+876
+14% +$117K ﹤0.01% 1566
2025
Q3 		$813K Buy
+6,136
New +$810K ﹤0.01% 1527
2023
Q3 		– Sell
-7,336
Closed -$533K – 1833
2023
Q2 		$533K Buy
7,336
+126
+2% +$8.59K ﹤0.01% 1315
2023
Q1 		$525K Buy
7,210
+5,162
+252% +$441K ﹤0.01% 1339
2022
Q4 		$172K Buy
2,048
+126
+7% +$11.1K ﹤0.01% 1738
2022
Q3 		$156K Buy
1,922
+1,555
+424% +$132K ﹤0.01% 1765
2022
Q2 		$29K Buy
367
+11
+3% +$947 ﹤0.01% 2542
2022
Q1 		$33K Buy
356
+178
+100% +$17.3K ﹤0.01% 2506
2021
Q4 		$16K Buy
178
+24
+16% +$2.14K ﹤0.01% 2765
2021
Q3 		$12K Sell
154
-1,116
-88% -$82.4K ﹤0.01% 2818
2021
Q2 		$96K Buy
1,270
+1,064
+517% +$83.1K ﹤0.01% 1821
2021
Q1 		$15K Buy
206
+76
+58% +$5.43K ﹤0.01% 2424
2020
Q4 		$7K Sell
130
-409
-76% -$22K ﹤0.01% 2349
2020
Q3 		$21K Buy
539
+503
+1,397% +$21.5K ﹤0.01% 1776
2020
Q2 		$2K Sell
36
-38
-51% -$1.52K ﹤0.01% 2374
2020
Q1 		$2K Sell
74
-150
-67% -$8.32K ﹤0.01% 2219
2019
Q4 		$16K Buy
224
+13
+6% +$866 ﹤0.01% 1474
2019
Q3 		$14K Sell
211
-12
-5% -$796 ﹤0.01% 1331
2019
Q2 		$16K Sell
223
-318
-59% -$23.2K ﹤0.01% 1087
2019
Q1 		$36K Buy
+541
New +$38.7K ﹤0.01% 1020

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Wintrust Financial (WTFC) stake by 19% in Q1 2026, selling an estimated $193K and leaving 5,680 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Rockefeller Capital Management first reported a position in WTFC in Q1 2019 and has held it in 21 quarters since. The position peaked at $980K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Rockefeller Capital Management held 5,680 shares of Wintrust Financial worth $789K as of Q1 2026.
  • Rockefeller Capital Management sold 1,332 Wintrust Financial shares in Q1 2026, an estimated $193K.
  • Wintrust Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1733 holding.
  • Rockefeller Capital Management first reported a position in Wintrust Financial in Q1 2019 and has held it in 21 quarters since.
  • Rockefeller Capital Management's Wintrust Financial position peaked at $980K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.