Cerity Partners’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.25M Buy
2025
Q2
$2.87M Buy
2025
Q1
$2.56M Sell
2024
Q4
$2.66M Sell
2024
Q3
$2.83M Buy
2024
Q2
$2.16M Sell
2024
Q1
$2.51M Buy
2023
Q4
$245K Buy