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Wintrust Financial Corporation shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Wintrust Financial Corporation (WTFC) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Wintrust Financial Corporation

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All positions including Wintrust Financial Corporation held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wintrust Financial Corporation by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $305k 2.3k 132.44
2025-06-30 $285k 2.3k 123.98
2025-03-31 $297k 2.6k 112.46

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Wintrust Financial Corporation

Vanguard Group
BlackRock
FMR
Dimensional Fund Advisors
State Street Corporation
First Trust Advisors
Earnest Partners
Capital Research and Management Company - Division 3
Principal Financial Group
Geode Capital Management
Invesco
Jennison Associates
Jpmorgan Chase & Co
ClearBridge Advisors
Northern Trust

View all funds holding Wintrust Financial Corporation