Alpha DNA Investment Management’s Wintrust Financial WTFC Stock Holding History

Alpha DNA Investment Management’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 Q1	–	Sell	-4,982	Closed	-$621K	–	183
2024 Q4	$621K	Buy	4,982 +353	+8%	+$43.6K	0.24%	89
2024 Q3	$502K	Buy	4,629 +746	+19%	+$77.8K	0.19%	113
2024 Q2	$383K	Buy	3,883 +845	+28%	+$82.8K	0.15%	173
2024 Q1	$317K	Sell	3,038 -2,722	-47%	-$263K	0.12%	180
2023 Q4	$534K	Buy	+5,760	New	+$476K	0.21%	107
2023 Q1	–	Sell	-12,668	Closed	-$1.07M	–	211
2022 Q4	$1.07M	Buy	12,668 +5,964	+89%	+$527K	0.38%	95
2022 Q3	$546K	Buy	+6,704	New	+$569K	0.45%	105

Other funds holding WTFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Alpha DNA Investment Management's WTFC Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 4,982 shares — an estimated $621K sold.

Alpha DNA Investment Management first reported a position in WTFC in Q3 2022 and held it in 7 quarters. The position peaked at $1.07M in Q4 2022. 451 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

Alpha DNA Investment Management reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
Alpha DNA Investment Management sold 4,982 Wintrust Financial shares in Q1 2025, an estimated $621K.
Alpha DNA Investment Management first reported a position in Wintrust Financial in Q3 2022 and held it in 7 quarters.
Alpha DNA Investment Management's Wintrust Financial position peaked at $1.07M in Q4 2022.
451 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.