CIBC World Market
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CIBC World Market’s Wintrust Financial WTFC Stock Holding History

CIBC World Market’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
Q1 		– Sell
-27,783
Closed -$2.35M – 1360
2022
Q4 		$2.35M Hold
27,783
– – 0.01% 535
2022
Q3 		$2.27M Sell
27,783
-731
-3% -$62.1K 0.01% 511
2022
Q2 		$2.29M Buy
28,514
+2,231
+8% +$192K 0.01% 512
2022
Q1 		$2.44M Buy
+26,283
New +$2.56M 0.01% 539
2020
Q1 		– Sell
-2,902
Closed -$206K – 1196
2019
Q4 		$206K Sell
2,902
-1,330
-31% -$88.6K ﹤0.01% 1063
2019
Q3 		$274K Sell
4,232
-1,774
-30% -$118K ﹤0.01% 936
2019
Q2 		$439K Sell
6,006
-132
-2% -$9.64K ﹤0.01% 842
2019
Q1 		$413K Sell
6,138
-453
-7% -$32.4K ﹤0.01% 899
2018
Q4 		$438K Sell
6,591
-111
-2% -$8.43K ﹤0.01% 816
2018
Q3 		$569K Buy
6,702
+3,028
+82% +$270K ﹤0.01% 829
2018
Q2 		$320K Buy
3,674
+237
+7% +$21.8K ﹤0.01% 951
2018
Q1 		$296K Buy
+3,437
New +$296K ﹤0.01% 996

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return