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Sequoia Financial Advisors’s Wintrust Financial WTFC Stock Holding History

Sequoia Financial Advisors’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
-2,785
Closed -$389K – 2078
2025
Q4 		$389K Buy
+2,785
New +$370K ﹤0.01% 1419

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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's WTFC Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Wintrust Financial (WTFC) in Q1 2026, closing a stake of 2,785 shares — an estimated $389K sold.

Sequoia Financial Advisors first reported a position in WTFC in Q4 2025 and held it in 1 quarter. The position peaked at $389K in Q4 2025. 555 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Wintrust Financial position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,785 Wintrust Financial shares in Q1 2026, an estimated $389K.
  • Sequoia Financial Advisors first reported a position in Wintrust Financial in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Wintrust Financial position peaked at $389K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.