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Bartlett & Co Wealth Management’s Wintrust Financial WTFC Stock Holding History

Bartlett & Co Wealth 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
Q3 		– Sell
-24
Closed -$2.98K – 1282
2025
Q2 		$2.98K Buy
+24
New +$2.75K ﹤0.01% 1059

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Bartlett & Co Wealth Management's WTFC Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Wintrust Financial (WTFC) in Q3 2025, closing a stake of 24 shares — an estimated $2.98K sold.

Bartlett & Co Wealth Management first reported a position in WTFC in Q2 2025 and held it in 1 quarter. The position peaked at $2.98K in Q2 2025. 476 funds tracked by Wall St. Rank hold WTFC as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Wintrust Financial position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 24 Wintrust Financial shares in Q3 2025, an estimated $2.98K.
  • Bartlett & Co Wealth Management first reported a position in Wintrust Financial in Q2 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Wintrust Financial position peaked at $2.98K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.