Ceredex Value Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
131,300
+15,488
| +13% | +$1.92M | 0.35% | 102 |
|
|
2025
Q1 | $13M | Sell |
115,812
-2,900
| -2% | -$326K | 0.28% | 114 |
|
|
2024
Q4 | $14.8M | Sell |
118,712
-18,780
| -14% | -$2.34M | 0.3% | 105 |
|
|
2024
Q3 | $14.9M | Sell |
137,492
-1,800
| -1% | -$195K | 0.29% | 93 |
|
|
2024
Q2 | $13.7M | Buy |
139,292
+2,850
| +2% | +$281K | 0.26% | 106 |
|
|
2024
Q1 | $14.2M | Sell |
136,442
-22,458
| -14% | -$2.34M | 0.25% | 112 |
|
|
2023
Q4 | $14.7M | Sell |
158,900
-20,500
| -11% | -$1.9M | 0.26% | 102 |
|
|
2023
Q3 | $13.5M | Sell |
179,400
-35,300
| -16% | -$2.67M | 0.24% | 103 |
|
|
2023
Q2 | $15.6M | Buy |
+214,700
| New | +$15.6M | 0.25% | 91 |
|