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Beirne Wealth Consulting Services’s Wintrust Financial WTFC Stock Holding History

Beirne Wealth Consulting Services’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
Q4 		– Sell
-1,954
Closed -$259K – 228
2025
Q3 		$259K Buy
+1,954
New +$258K 0.06% 179

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Beirne Wealth Consulting Services's WTFC Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Wintrust Financial (WTFC) in Q4 2025, closing a stake of 1,954 shares — an estimated $259K sold.

Beirne Wealth Consulting Services first reported a position in WTFC in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 525 funds tracked by Wall St. Rank hold WTFC as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Wintrust Financial position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 1,954 Wintrust Financial shares in Q4 2025, an estimated $259K.
  • Beirne Wealth Consulting Services first reported a position in Wintrust Financial in Q3 2025 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Wintrust Financial position peaked at $259K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.