Why One Fund Trimmed 1.4% Exposure to a Bank Stock Up 13% in a Year

2 hours ago 2

Jonathan Ponciano, The Motley Fool

Sun, February 1, 2026 astatine 5:00 PM CST 4 min read

On January 30, Shaker Investments reported selling retired of Wintrust Financial (NASDAQ:WTFC), unloading 26,185 shares successful an estimated $3.47 cardinal transaction based connected quarterly mean pricing.

According to an SEC filing dated January 30, Shaker Investments sold its full involvement of 26,185 shares successful Wintrust Financial (NASDAQ:WTFC). The fund’s quarter-end presumption worth successful Wintrust Financial decreased by $3.47 million, reflecting some the merchantability and question successful the banal price.

The fund’s exit from Wintrust Financial reduced its vulnerability by 1.44% of its 13F assets nether management.

Top holdings aft the filing:

NYSE: AX: $32.63 cardinal (13.6% of AUM)
NASDAQ: AVGO: $12.76 cardinal (5.3% of AUM)
NASDAQ: NVDA: $12.72 cardinal (5.3% of AUM)
NASDAQ: GOOGL: $10.84 cardinal (4.5% of AUM)
NASDAQ: MSFT: $10.21 cardinal (4.2% of AUM)

As of January 29, shares of Wintrust Financial were priced astatine $147.90, up 13.2% implicit the past twelvemonth and underperforming the S&P 500 by astir 2 percent points.

Metric

Value

Revenue (TTM)	$2.73 billion
Net income (TTM)	$823.84 million
Dividend yield	1.35%
Price (as of January 29)	$147.90

Wintrust Financial Corporation offers assemblage banking, specialty finance, and wealthiness absorption services, with gross streams from deposits, loans, owe origination, security premium financing, and plus management.
The institution operates a diversified concern exemplary generating income done nett involvement margins, fee-based services, and specialty lending, chiefly crossed the Midwest and prime markets successful Florida.
It serves individuals, tiny to mid-sized businesses, section authorities units, and organization clients, focusing connected the Chicago metropolitan area, confederate Wisconsin, northwest Indiana, and Florida.

Wintrust Financial is simply a determination fiscal holding institution with a multi-segment strategy spanning assemblage banking, specialty finance, and wealthiness management. The institution leverages a wide footprint of banking facilities and ATMs to service a divers lawsuit basal crossed respective states.

This exit seemingly sharpens the opposition betwixt what this portfolio wants much of and what it is leaving behind. With implicit 30% of assets present concentrated successful a premix of industrials and mega-cap exertion (and that’s conscionable looking astatine apical holdings), the removal of a determination slope trims vulnerability to rate-sensitive net conscionable arsenic the marketplace continues to reward scale, pricing power, and secular growth.

Wintrust’s latest net showed a dependable business, supported by indebtedness maturation and a diversified interest basal crossed assemblage banking and specialty finance. But similar galore determination banks, profitability remains tethered to nett involvement borderline dynamics and deposit costs that are acold harder to power than header gross growth. The banal roseate astir 13% implicit the past year, yet inactive lagged the broader market, suggesting respectable execution without wide aggregate expansion.

Against that backdrop, this looks little similar a antagonistic telephone connected the institution and much similar a comparative one. The fund’s largest positions thin heavy toward names with ascendant marketplace positions and longer maturation runways, wherever incremental superior tin compound faster.