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Syon Capital’s Wintrust Financial WTFC Stock Holding History

Syon Capital’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 		$334K Sell
2,403
-356
-13% -$51.6K 0.02% 706
2025
Q4 		$386K Buy
2,759
+1,106
+67% +$147K 0.02% 649
2025
Q3 		$219K Buy
+1,653
New +$218K 0.01% 759

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

Syon Capital's WTFC Position: Q1 2026 in Review

Syon Capital reduced its Wintrust Financial (WTFC) stake by 13% in Q1 2026, selling an estimated $51.6K and leaving 2,403 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #706.

Syon Capital first reported a position in WTFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $386K in Q4 2025. 553 funds tracked by Wall St. Rank hold WTFC as of Q1 2026.

  • Syon Capital held 2,403 shares of Wintrust Financial worth $334K as of Q1 2026.
  • Syon Capital sold 356 Wintrust Financial shares in Q1 2026, an estimated $51.6K.
  • Wintrust Financial made up 0.02% of Syon Capital's portfolio in Q1 2026, its #706 holding.
  • Syon Capital first reported a position in Wintrust Financial in Q3 2025 and has held it in 3 quarters since.
  • Syon Capital's Wintrust Financial position peaked at $386K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.