American Trust’s Wintrust Financial WTFC Stock Holding History

American Trust’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
2026 Q1	$202K	Sell	1,456 -275	-16%	-$39.9K	0.02%	303
2025 Q4	$242K	Sell	1,731 -69	-4%	-$9.18K	0.02%	276
2025 Q3	$238K	Sell	1,800 -218	-11%	-$28.8K	0.02%	279
2025 Q2	$250K	Buy	+2,018	New	+$231K	0.02%	247
2025 Q1	–	Sell	-2,626	Closed	-$327K	–	314
2024 Q4	$327K	Sell	2,626 -79	-3%	-$9.76K	0.02%	218
2024 Q3	$294K	Sell	2,705 -36	-1%	-$3.75K	0.02%	187
2024 Q2	$270K	Buy	2,741 +482	+21%	+$47.2K	0.02%	187
2024 Q1	$236K	Sell	2,259 -20	-0.9%	-$1.93K	0.02%	237
2023 Q4	$211K	Buy	+2,279	New	+$188K	0.02%	262
2023 Q3	–	Sell	-3,065	Closed	-$223K	–	428
2023 Q2	$223K	Sell	3,065 -371	-11%	-$25.3K	0.02%	373
2023 Q1	$251K	Sell	3,436 -949	-22%	-$81.1K	0.02%	354
2022 Q4	$371K	Sell	4,385 -667	-13%	-$58.9K	0.03%	274
2022 Q3	$405K	Sell	5,052 -133	-3%	-$11.3K	0.03%	239
2022 Q2	$416K	Buy	5,185 +366	+8%	+$31.5K	0.03%	248
2022 Q1	$448K	Sell	4,819 -418	-8%	-$40.7K	0.03%	263
2021 Q4	$476K	Buy	+5,237	New	+$467K	0.04%	168

Other funds holding WTFC

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

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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

First Trust Advisors

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

EARNEST Partners

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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