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Sapience Investments’s Wintrust Financial WTFC Stock Holding History

Sapience Investments’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 		$18.9K Sell
136
-4,590
-97% -$665K 2.45% 4
2025
Q4 		$661K Buy
4,726
+407
+9% +$54.1K 2.49% 10
2025
Q3 		$572K Sell
4,319
-22,754
-84% -$3M 2.24% 17
2025
Q2 		$3.36M Sell
27,073
-807
-3% -$92.6K 2.24% 2
2025
Q1 		$3.14M Sell
27,880
-4,228
-13% -$523K 2.24% 4
2024
Q4 		$4M Sell
32,108
-5,960
-16% -$736K 2.34% 3
2024
Q3 		$4.13M Sell
38,068
-90
-0.2% -$9.38K 2.04% 6
2024
Q2 		$3.76M Sell
38,158
-20,956
-35% -$2.05M 1.92% 14
2024
Q1 		$6.17M Sell
59,114
-28,220
-32% -$2.72M 2.05% 10
2023
Q4 		$8.1M Sell
87,334
-13,820
-14% -$1.14M 1.93% 15
2023
Q3 		$7.64M Sell
101,154
-22,679
-18% -$1.78M 1.84% 22
2023
Q2 		$8.99M Buy
123,833
+116,083
+1,498% +$7.92M 2.02% 16
2023
Q1 		$565K Hold
7,750
– – 0.13% 69
2022
Q4 		$655K Buy
+7,750
New +$685K 0.14% 68
2020
Q1 		– Sell
-160,880
Closed -$11.4M – 97
2019
Q4 		$11.4M Sell
160,880
-11,320
-7% -$754K 1.59% 24
2019
Q3 		$11.1M Sell
172,200
-300
-0.2% -$19.9K 1.55% 20
2019
Q2 		$12.6M Sell
172,500
-31,635
-15% -$2.31M 1.72% 15
2019
Q1 		$13.7M Buy
204,135
+34,534
+20% +$2.47M 1.83% 15
2018
Q4 		$11.3M Buy
169,601
+61,780
+57% +$4.69M 1.84% 15
2018
Q3 		$9.16M Sell
107,821
-1,350
-1% -$120K 1.12% 41
2018
Q2 		$9.5M Sell
109,171
-36,164
-25% -$3.32M 1.26% 36
2018
Q1 		$12.5M Buy
145,335
+1,150
+0.8% +$99K 1.71% 20
2017
Q4 		$11.9M Hold
144,185
– – 1.61% 24
2017
Q3 		$11.3M Buy
144,185
+5,650
+4% +$420K 1.58% 24
2017
Q2 		$10.6M Sell
138,535
-22,260
-14% -$1.59M 1.67% 21
2017
Q1 		$11.1M Buy
160,795
+88,585
+123% +$6.36M 1.82% 20
2016
Q4 		$5.24M Buy
+72,210
New +$4.48M 1.61% 26

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

Sapience Investments's WTFC Position: Q1 2026 in Review

Sapience Investments reduced its Wintrust Financial (WTFC) stake by 97% in Q1 2026, selling an estimated $665K and leaving 136 shares worth $18.9K. The position accounts for 2.45% of the portfolio, ranked #4.

Sapience Investments first reported a position in WTFC in Q4 2016 and has held it in 27 quarters since. The position peaked at $13.7M in Q1 2019. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Sapience Investments held 136 shares of Wintrust Financial worth $18.9K as of Q1 2026.
  • Sapience Investments sold 4,590 Wintrust Financial shares in Q1 2026, an estimated $665K.
  • Wintrust Financial made up 2.45% of Sapience Investments's portfolio in Q1 2026, its #4 holding.
  • Sapience Investments first reported a position in Wintrust Financial in Q4 2016 and has held it in 27 quarters since.
  • Sapience Investments's Wintrust Financial position peaked at $13.7M in Q1 2019.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Sapience Investments's 13F filing for Q1 2026, filed 15 May 2026.