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Brookfield Corp’s Wintrust Financial WTFC Stock Holding History

Brookfield Corp’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
Q3 		– Sell
-54,287
Closed -$3.94M – 534
2023
Q2 		$3.94M Sell
54,287
-12,015
-18% -$819K 0.02% 313
2023
Q1 		$4.84M Sell
66,302
-27,534
-29% -$2.35M 0.02% 297
2022
Q4 		$7.93M Buy
93,836
+1,704
+2% +$151K 0.03% 179
2022
Q3 		$7.51M Sell
92,132
-16,379
-15% -$1.39M 0.03% 210
2022
Q2 		$8.7M Buy
108,511
+17,883
+20% +$1.54M 0.04% 174
2022
Q1 		$8.42M Buy
90,628
+25,769
+40% +$2.51M 0.03% 179
2021
Q4 		$5.89M Sell
64,859
-43,654
-40% -$3.9M 0.02% 196
2021
Q3 		$8.72M Buy
108,513
+58,807
+118% +$4.34M 0.04% 148
2021
Q2 		$3.76M Buy
+49,706
New +$3.88M 0.02% 256
2020
Q3 		– Sell
-34,283
Closed -$1.5M – 470
2020
Q2 		$1.5M Buy
+34,283
New +$1.37M 0.01% 254

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return