AG
WTFC icon

Algert Global’s Wintrust Financial WTFC Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-6,217
Closed -$613K – 1623
2024
Q2 		$613K Buy
+6,217
New +$609K 0.02% 836
2024
Q1 		– Sell
-34,507
Closed -$3.2M – 1298
2023
Q4 		$3.2M Sell
34,507
-22,726
-40% -$1.88M 0.13% 266
2023
Q3 		$4.32M Sell
57,233
-10,410
-15% -$819K 0.2% 150
2023
Q2 		$4.91M Sell
67,643
-4,936
-7% -$337K 0.21% 118
2023
Q1 		$5.29M Buy
72,579
+59,103
+439% +$5.05M 0.25% 92
2022
Q4 		$1.14M Buy
13,476
+8,370
+164% +$739K 0.06% 518
2022
Q3 		$416K Buy
+5,106
New +$433K 0.03% 861
2022
Q1 		– Sell
-5,581
Closed -$507K – 1324
2021
Q4 		$507K Hold
5,581
– – 0.06% 527
2021
Q3 		$449K Buy
+5,581
New +$412K 0.06% 574
2014
Q1 		– Sell
-21,770
Closed -$1M – 378
2013
Q4 		$1M Sell
21,770
-40
-0.2% -$1.77K 0.27% 139
2013
Q3 		$896K Buy
+21,810
New +$886K 0.26% 141

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return