Alaska Permanent Fund’s Wintrust Financial WTFC Stock Holding History

Alaska Permanent Fund’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
2025 Q2	–	Sell	-27,997	Closed	-$3.11M	–	451
2025 Q1	$3.11M	Hold	27,997	–	–	0.04%	171
2024 Q4	$3.49M	Hold	27,997	–	–	0.05%	156
2024 Q3	$3.04M	Hold	27,997	–	–	0.04%	199
2024 Q2	$3.03M	Sell	27,997 -1,358	-5%	-$133K	0.04%	192
2024 Q1	$3.06M	Sell	29,355 -2,817	-9%	-$272K	0.05%	156
2023 Q4	$2.98M	Sell	32,172 -1,028	-3%	-$85K	0.05%	156
2023 Q3	$2.51M	Hold	33,200	–	–	0.05%	186
2023 Q2	$2.41M	Buy	+33,200	New	+$2.26M	0.05%	204
2022 Q2	–	Sell	-31,400	Closed	-$2.92M	–	443
2022 Q1	$2.92M	Hold	31,400	–	–	0.05%	67
2021 Q4	$3.08M	Hold	31,400	–	–	0.06%	49
2021 Q3	$2.52M	Hold	31,400	–	–	0.05%	88
2021 Q2	$2.38M	Sell	31,400 -23,600	-43%	-$1.84M	0.04%	153
2021 Q1	$4.17M	Hold	55,000	–	–	0.08%	55
2020 Q4	$3.36M	Hold	55,000	–	–	0.06%	54
2020 Q3	$2.2M	Buy	55,000 +39,810	+262%	+$1.7M	0.04%	116
2020 Q2	$663K	Hold	15,190	–	–	0.01%	152
2020 Q1	$499K	Buy	+15,190	New	+$843K	0.01%	167

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alaska Permanent Fund's WTFC Position: Q2 2025 in Review

Alaska Permanent Fund sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 27,997 shares — an estimated $3.11M sold.

Alaska Permanent Fund first reported a position in WTFC in Q1 2020 and held it in 17 quarters. The position peaked at $4.17M in Q1 2021. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

Alaska Permanent Fund reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 27,997 Wintrust Financial shares in Q2 2025, an estimated $3.11M.
Alaska Permanent Fund first reported a position in Wintrust Financial in Q1 2020 and held it in 17 quarters.
Alaska Permanent Fund's Wintrust Financial position peaked at $4.17M in Q1 2021.
471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.