Bell Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.1K	Sell	116 -50	-30%	-$7.25K	﹤0.01%	514
2025 Q4	$23.2K	Buy	166 +62	+60%	+$8.24K	﹤0.01%	404
2025 Q3	$13.8K	Hold	104	–	–	﹤0.01%	529
2025 Q2	$12.9K	Hold	104	–	–	﹤0.01%	577
2025 Q1	$11.7K	Hold	104	–	–	﹤0.01%	543
2024 Q4	$13K	Hold	104	–	–	﹤0.01%	507
2024 Q3	$11.3K	Hold	104	–	–	﹤0.01%	571
2024 Q2	$10.3K	Hold	104	–	–	﹤0.01%	601
2024 Q1	$10.9K	Hold	104	–	–	﹤0.01%	557
2023 Q4	$9.65K	Hold	104	–	–	﹤0.01%	576
2023 Q3	$7.85K	Hold	104	–	–	﹤0.01%	597
2023 Q2	$7.55K	Hold	104	–	–	﹤0.01%	620
2023 Q1	$7.59K	Sell	104 -4	-4%	-$342	﹤0.01%	584
2022 Q4	$9.13K	Hold	108	–	–	﹤0.01%	521
2022 Q3	$9K	Hold	108	–	–	﹤0.01%	459
2022 Q2	$9K	Buy	+108	New	+$9.3K	﹤0.01%	476
2021 Q4	$10K	Hold	108	–	–	﹤0.01%	505
2021 Q3	$9K	Buy	+108	New	+$7.97K	﹤0.01%	499