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Bayview Asset Management’s Wintrust Financial WTFC Stock Holding History

Bayview Asset 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
2024
Q4 		– Sell
-5,000
Closed -$543K – 56
2024
Q3 		$543K Sell
5,000
-13,000
-72% -$1.36M 0.17% 39
2024
Q2 		$1.77M Buy
+18,000
New +$1.76M 0.62% 20

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bayview Asset Management's WTFC Position: Q4 2024 in Review

Bayview Asset Management sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 5,000 shares — an estimated $543K sold.

Bayview Asset Management first reported a position in WTFC in Q2 2024 and held it in 2 quarters. The position peaked at $1.77M in Q2 2024. 445 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • Bayview Asset Management reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • Bayview Asset Management sold 5,000 Wintrust Financial shares in Q4 2024, an estimated $543K.
  • Bayview Asset Management first reported a position in Wintrust Financial in Q2 2024 and held it in 2 quarters.
  • Bayview Asset Management's Wintrust Financial position peaked at $1.77M in Q2 2024.
  • 445 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on Bayview Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.