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Cherry Tree Wealth Management’s Wintrust Financial WTFC Stock Holding History

Cherry Tree Wealth Management’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
Q2 		– Sell
-18
Closed -$2.02K – 765
2025
Q1 		$2.02K Buy
+18
New +$2.22K ﹤0.01% 632

Other funds holding WTFC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cherry Tree Wealth Management's WTFC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Wintrust Financial (WTFC) in Q2 2025, closing a stake of 18 shares — an estimated $2.02K sold.

Cherry Tree Wealth Management first reported a position in WTFC in Q1 2025 and held it in 1 quarter. The position peaked at $2.02K in Q1 2025. 471 funds tracked by Wall St. Rank hold WTFC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Wintrust Financial position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 18 Wintrust Financial shares in Q2 2025, an estimated $2.02K.
  • Cherry Tree Wealth Management first reported a position in Wintrust Financial in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Wintrust Financial position peaked at $2.02K in Q1 2025.
  • 471 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.