Avalon Trust’s Wintrust Financial WTFC Stock Holding History

Avalon 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
2025 Q1	–	Sell	-34	Closed	-$4.24K	–	511
2024 Q4	$4.24K	Buy	+34	New	+$4.2K	﹤0.01%	373

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avalon Trust's WTFC Position: Q1 2025 in Review

Avalon Trust sold out of Wintrust Financial (WTFC) in Q1 2025, closing a stake of 34 shares — an estimated $4.24K sold.

Avalon Trust first reported a position in WTFC in Q4 2024 and held it in 1 quarter. The position peaked at $4.24K in Q4 2024. 453 funds tracked by Wall St. Rank hold WTFC as of Q1 2025.

Avalon Trust reported no remaining Wintrust Financial position as of Q1 2025 after selling out during the quarter.
Avalon Trust sold 34 Wintrust Financial shares in Q1 2025, an estimated $4.24K.
Avalon Trust first reported a position in Wintrust Financial in Q4 2024 and held it in 1 quarter.
Avalon Trust's Wintrust Financial position peaked at $4.24K in Q4 2024.
453 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2025.

Based on Avalon Trust's 13F filing for Q1 2025, filed 9 May 2025.