Baird Financial Group
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Baird Financial Group’s Wintrust Financial WTFC Stock Holding History

Baird Financial Group’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
2023
Q1 		– Sell
-2,534
Closed -$214K – 1765
2022
Q4 		$214K Buy
2,534
+22
+0.9% +$1.94K ﹤0.01% 1585
2022
Q3 		$205K Sell
2,512
-368
-13% -$31.2K ﹤0.01% 1602
2022
Q2 		$231K Sell
2,880
-412
-13% -$35.5K ﹤0.01% 1661
2022
Q1 		$306K Buy
3,292
+43
+1% +$4.19K ﹤0.01% 1608
2021
Q4 		$295K Buy
+3,249
New +$290K ﹤0.01% 1682

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Baird Financial Group's WTFC Position: Q1 2023 in Review

Baird Financial Group sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 2,534 shares — an estimated $214K sold.

Baird Financial Group first reported a position in WTFC in Q4 2021 and held it in 5 quarters. The position peaked at $306K in Q1 2022. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

  • Baird Financial Group reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 2,534 Wintrust Financial shares in Q1 2023, an estimated $214K.
  • Baird Financial Group first reported a position in Wintrust Financial in Q4 2021 and held it in 5 quarters.
  • Baird Financial Group's Wintrust Financial position peaked at $306K in Q1 2022.
  • 384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.