Carolina Wealth Advisors »

Wintrust Financial Corporation shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in Wintrust Financial Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wintrust Financial Corporation by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4k 17 139.82

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Guess Stock
Dell Technologies Inc Cl C Stock (DELL)
Fastenal Stock (FAST)
Dicks Sporting Goods Stock (DKS)
RPC Stock (RES)
Ford Mtr Stock (F)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
Infosys Adr (INFY)
Mosaic Stock (MOS)
Novo-nordisk A S Adr (NVO)

View all positions for Carolina Wealth 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
Geode Capital Management
Principal Financial Group
Invesco
Jennison Associates
Jpmorgan Chase & Co
ClearBridge Advisors
Norges Bank Investment Management

View all funds holding Wintrust Financial Corporation